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
JMFC
801
J.M. Forbes & Co
Massachusetts
$1.2B +$110M +10% 144
RIA
802
Retirement Investment Advisors
Oklahoma
$1.2B +$91.3M +8% 68
BSB
803
Bangor Savings Bank
Maine
$1.2B +$81.8M +7% 573
GCP
804
GSA Capital Partners
United Kingdom
$1.2B -$229M -16% 2,198
MA
805
MONECO Advisors
Connecticut
$1.2B +$123M +11% 517
BA
806
Bristlecone Advisors
Washington
$1.2B +$5.72M +0.5% 315
TF
807
Tompkins Financial
New York
$1.2B +$108M +10% 561
AL
808
Arnhold LLC
New York
$1.2B +$98.5M +9% 123
RWB
809
RMR Wealth Builders
New Jersey
$1.19B +$94.7M +9% 304
TTWM
810
TCV Trust & Wealth Management
Virginia
$1.19B +$50.3M +4% 229
QC
811
Quent Capital
New York
$1.19B +$157M +15% 1,429
MNBTD
812
Moody National Bank Trust Division
Texas
$1.18B +$91.1M +8% 534
JLBC
813
J.L. Bainbridge & Co
Florida
$1.18B +$95.1M +9% 108
ODIJL
814
One Day In July LLC
Vermont
$1.18B +$78M +7% 146
DIP
815
DT Investment Partners
Pennsylvania
$1.18B +$68.7M +6% 541
TF
816
Talbot Financial
Washington
$1.18B +$125M +12% 70
DAM
817
Delta Asset Management
Tennessee
$1.18B +$28.6M +2% 623
B
818
BloombergSen
Ontario, Canada
$1.18B -$5.95M -0.5% 32
CA
819
Callahan Advisors
Texas
$1.18B +$64.7M +6% 176
KA
820
Kintegral Advisory
New York
$1.18B +$76.8M +7% 237
HCM
821
Hengehold Capital Management
Ohio
$1.17B +$74.7M +7% 220
FFBTD
822
First Financial Bank - Trust Division
Ohio
$1.17B +$33.2M +3% 216
PIMJS
823
PKO Investment Management Joint-Stock
Poland
$1.17B +$240M +26% 213
JAFL
824
Jay A. Fishman Ltd
Michigan
$1.17B +$122M +12% 85
SFS
825
Summit Financial Strategies
Ohio
$1.17B +$86M +8% 161