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
WCM
776
Windward Capital Management
California
$1.25B +$75.5M +6% 71
W
777
Wealthquest
Ohio
$1.25B -$14M -1% 137
RWM
778
Rockwood Wealth Management
Pennsylvania
$1.25B +$115M +10% 115
VV
779
Verity & Verity
South Carolina
$1.25B +$86.1M +7% 139
UAS
780
United Asset Strategies
New York
$1.25B +$75.7M +6% 252
PIA
781
Petredis Investment Advisors
Pennsylvania
$1.25B +$105M +9% 112
Belvedere Trading
782
Belvedere Trading
Illinois
$1.25B -$23.9M -2% 564
HP
783
Hikari Power
Japan
$1.24B +$40.7M +3% 64
MTC
784
McDaniel Terry & Co
Texas
$1.24B +$20.8M +2% 92
IAIM
785
International Assets Investment Management
Florida
$1.24B +$2.48M +0.2% 866
GAM
786
Gemmer Asset Management
California
$1.24B +$114M +10% 177
TPI
787
Trust Point Inc
Wisconsin
$1.24B +$178M +17% 489
GGS
788
Galvin Gaustad & Stein
Arizona
$1.23B +$69.5M +6% 209
XF
789
XML Financial
Maryland
$1.23B +$76.1M +7% 407
VPI
790
Value Partners Investments
Manitoba, Canada
$1.23B -$54M -4% 107
MDSL
791
M.D. Sass LLC
New York
$1.22B -$17.6M -1% 38
LI
792
LRI Investments
Florida
$1.22B +$44.5M +4% 1,373
CCM
793
Condor Capital Management
New Jersey
$1.22B +$67M +6% 198
CA
794
CGN Advisors
Kansas
$1.22B +$96.3M +9% 312
WAM
795
Weatherly Asset Management
California
$1.21B +$40.5M +3% 187
KOC
796
Koss-Olinger Consulting
Florida
$1.21B -$7.97M -0.7% 314
HIA
797
Harbor Investment Advisory
Maryland
$1.21B +$86.3M +8% 1,217
SFM
798
Stack Financial Management
Montana
$1.21B +$73M +6% 51
BBA
799
Baader Bank Aktiengesellschaft
Germany
$1.2B +$42.6M +4% 574
TE
800
Tema ETFs
New York
$1.2B +$828M +220% 529