Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2025 Q3 are currently underway and will close on November 14th. As of this moment, 4,232 funds (~52%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HTHT
751
Hemenway Trust Hemenway Trust
New Hampshire
$1.31B +$14.2M +1% 130
MIM
752
Marco Investment Management
Georgia
$1.31B +$106M +9% 228
PIM
753
Penobscot Investment Management
Massachusetts
$1.3B +$129M +11% 323
APW
754
Austin Private Wealth
Texas
$1.3B +$36M +3% 294
EIA
755
Edgemoor Investment Advisors
Maryland
$1.3B +$138M +12% 194
HCA
756
Heck Capital Advisors
Wisconsin
$1.29B +$130M +11% 200
OHIF
757
Oriental Harbor Investment Fund
Hong Kong
$1.29B +$165M +15% 18
PFBT
758
Parkside Financial Bank & Trust
Missouri
$1.29B +$364M +39% 2,829
HCA
759
Harbor Capital Advisors
Illinois
$1.29B -$1.09B -46% 1,509
ZDA
760
Zweig-DiMenna Associates
New York
$1.29B +$312M +32% 113
NGA
761
Naples Global Advisors
Florida
$1.28B +$122M +10% 445
ROTUOC
762
Regents of the University of California
California
$1.28B +$768M +149% 7
MAWA
763
Moss Adams Wealth Advisors
Washington
$1.28B +$181M +16% 280
RW
764
RVW Wealth
California
$1.28B +$103M +9% 179
FCP
765
Fidelis Capital Partners
Florida
$1.28B +$182M +17% 496
SFI
766
SPC Financial Inc
Maryland
$1.28B +$86.1M +7% 290
AE
767
American Express
New York
$1.28B +$281M +28% 2
COCM
768
Charter Oak Capital Management
New Hampshire
$1.27B +$90.6M +8% 208
EFG
769
Ethos Financial Group
Pennsylvania
$1.27B +$111M +10% 544
BCP
770
BSN Capital Partners
United Kingdom
$1.27B $0 0% 16
MFG
771
Magnus Financial Group
New York
$1.27B +$127M +11% 414
APM
772
a16z Perennial Management
California
$1.26B +$52.5M +4% 157
PIS
773
PPSC Investment Service
Japan
$1.26B +$189M +18% 8
CIAS
774
Capital Investment Advisory Services
North Carolina
$1.26B +$39.2M +3% 1,142
SAM
775
SP Asset Management
California
$1.26B +$48.2M +4% 144