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
LCS
876
Levin Capital Strategies
New York
$1.09B +$72.5M +7% 235
FBFS
877
First Business Financial Services
Wisconsin
$1.09B -$18.8M -2% 194
AMI
878
Amica Mutual Insurance
Rhode Island
$1.09B +$52M +5% 145
AS
879
American Securities
New York
$1.08B +$15.3M +1% 1
COI
880
Connable Office Inc
Michigan
$1.08B +$67.7M +7% 244
MAA
881
Matrix Asset Advisors
New York
$1.08B +$89.8M +9% 112
BCM
882
Bornite Capital Management
New York
$1.08B +$78.1M +8% 56
OA
883
Oxbow Advisors
Texas
$1.08B +$162M +18% 232
TWM
884
Tanglewood Wealth Management
Texas
$1.08B +$61.6M +6% 41
HWA
885
Heartwood Wealth Advisors
Virginia
$1.07B +$114M +12% 631
CT
886
Caldwell Trust
Florida
$1.07B +$69.9M +7% 776
TC
887
Tetrad Corporation
Nebraska
$1.07B +$37.3M +4% 3
PNAA
888
Pictet North America Advisors
Switzerland
$1.07B +$71.6M +7% 149
SPWG
889
Syntegra Private Wealth Group
Missouri
$1.06B +$80.5M +8% 191
AH
890
Allen Holding
New York
$1.06B +$42.5M +4% 10
AAIM
891
Asset Advisors Investment Management
Georgia
$1.06B +$43.9M +4% 115
TA
892
Townsend & Associates
Colorado
$1.05B +$45.5M +5% 118
SFP
893
Shepherd Financial Partners
Massachusetts
$1.05B +$105M +11% 249
NFG
894
Nadler Financial Group
Illinois
$1.05B +$72.3M +7% 143
ACG
895
Allen Capital Group
Nebraska
$1.05B +$87.8M +9% 277
JC
896
Jacobs & Co
California
$1.05B +$37.5M +4% 126
IA
897
Inspire Advisors
Idaho
$1.05B +$81.3M +8% 580
TCM
898
Telos Capital Management
California
$1.04B +$61.5M +6% 204
SGK
899
Steigerwald Gordon & Koch
Virginia
$1.04B +$93.8M +10% 823
NOSC
900
North of South Capital
United Kingdom
$1.04B +$89.5M +9% 25