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

Live Disclosures

Portfolio disclosures for 2025 Q4 are currently underway and will close on February 17th. As of this moment, 3,865 funds (~48%) 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
SIM
926
Sprucegrove Investment Management
Ontario, Canada
$830M -$416M -33% 42
VCM
927
Vision Capital Management
Oregon
$830M +$18.9M +2% 150
MAP
928
Managed Asset Portfolios
Michigan
$828M +$20.4M +3% 65
ORL
929
Oak Root LLC
California
$827M -$36.3M -4% 11
MFA
930
Mayflower Financial Advisors
Massachusetts
$826M +$30.4M +4% 439
LG
931
LaFleur & Godfrey
Michigan
$826M +$1.16M +0.1% 150
RFA
932
RTD Financial Advisors
Pennsylvania
$820M -$12.6M -2% 116
OWA
933
One Wealth Advisors
California
$818M +$21.5M +3% 334
BG
934
BDF Gestion
France
$818M -$26.8M -3% 156
LSPW
935
Lake Street Private Wealth
Illinois
$817M +$41.7M +5% 291
SCS
936
Syquant Capital SAS
France
$817M +$469M +135% 45
IWA
937
Inspirion Wealth Advisors
Illinois
$817M +$102M +14% 183
CPBTD
938
Central Pacific Bank - Trust Division
Hawaii
$815M -$11.3M -1% 904
CA
939
Cache Advisors
California
$814M +$241M +42% 125
EFG
940
Embree Financial Group
Illinois
$813M +$67.7M +9% 243
CHC
941
City Holding Co
West Virginia
$813M +$17.5M +2% 643
MGB
942
Mass General Brigham
Massachusetts
$810M 7
Legacy Financial Group (Iowa)
943
Legacy Financial Group (Iowa)
Iowa
$809M +$45.3M +6% 124
JBA
944
Johnson Bixby & Associates
Washington
$807M +$26.6M +3% 130
MGAM
945
McGowan Group Asset Management
Texas
$806M -$465K -0.1% 133
IBOK
946
Independence Bank of Kentucky
Kentucky
$804M +$25.9M +3% 756
SG
947
Strid Group
Pennsylvania
$803M +$16.5M +2% 82
JPWM
948
Jamison Private Wealth Management
Georgia
$803M +$29.7M +4% 213
ROC
949
Running Oak Capital
Minnesota
$798M -$93.5M -10% 56
TIM
950
Thompson Investment Management
Wisconsin
$798M +$48M +6% 544