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
TW
826
TritonPoint Wealth
Maryland
$1.17B +$85.5M +8% 357
JEST
827
JTC Employer Solutions Trustee
Jersey
$1.17B +$117M +11% 327
EC
828
Estate Counselors
Wisconsin
$1.16B +$147M +14% 110
WP
829
Waycross Partners
Kentucky
$1.16B +$101M +10% 98
TIA
830
Traphagen Investment Advisors
New Jersey
$1.16B +$106M +10% 201
AWA
831
Amplius Wealth Advisors
Pennsylvania
$1.16B +$81.7M +8% 208
HCM
832
Hodges Capital Management
Texas
$1.16B +$125M +12% 224
QI
833
QV Investors
Alberta, Canada
$1.16B +$136M +13% 71
MIC
834
Means Investment Company
Maine
$1.16B +$99.8M +9% 197
GXJ
835
Global X Japan
Japan
$1.16B +$169M +17% 363
SW
836
SlateStone Wealth
Florida
$1.16B +$85.6M +8% 307
WC
837
Woodstock Corp
Massachusetts
$1.15B +$66M +6% 161
BOPW
838
Brandywine Oak Private Wealth
Pennsylvania
$1.15B +$71.2M +7% 240
DSAM
839
Dock Street Asset Management
Florida
$1.15B +$80.9M +8% 52
MW
840
MBL Wealth
North Carolina
$1.14B +$99.1M +9% 262
WAG
841
Winthrop Advisory Group
Massachusetts
$1.14B +$107M +10% 199
KL
842
KWMG LLC
Kansas
$1.14B +$76.6M +7% 153
TLIC
843
Taiyo Life Insurance Company
Japan
$1.14B +$76.1M +7% 9
CNBT
844
Canandaigua National Bank & Trust
New York
$1.14B +$58M +5% 332
TAM
845
Titleist Asset Management
Texas
$1.14B +$133M +13% 339
SFG
846
Stonebridge Financial Group
Pennsylvania
$1.14B +$106M +10% 255
PTC
847
Private Trust Company
Ohio
$1.13B +$83.6M +8% 2,697
GGI
848
Godsey & Gibb Inc
Virginia
$1.13B +$64M +6% 402
GAB
849
German American Bancorp
Indiana
$1.13B +$108M +11% 134
SA
850
Sovran Advisors
California
$1.13B +$177M +19% 555