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, 4,119 funds (~51%) 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
BWP
1001
BSW Wealth Partners
Colorado
$833M +$30.5M +4% 343
SDH
1002
Sloy Dahl & Holst
Washington
$833M -$111M -12% 122
OAM
1003
Occidental Asset Management
California
$832M +$35.6M +4% 315
HDIM
1004
Hanson & Doremus Investment Management
Vermont
$832M +$37.5M +5% 524
BEAM
1005
Baker Ellis Asset Management
Washington
$831M +$19M +2% 270
BIG
1006
Brookwood Investment Group
Arizona
$830M +$55.6M +7% 571
SIM
1007
Sprucegrove Investment Management
Ontario, Canada
$830M -$416M -33% 42
VCM
1008
Vision Capital Management
Oregon
$830M +$18.9M +2% 150
MAP
1009
Managed Asset Portfolios
Michigan
$828M +$20.4M +3% 65
ORL
1010
Oak Root LLC
California
$827M -$36.3M -4% 11
MFA
1011
Mayflower Financial Advisors
Massachusetts
$826M +$30.4M +4% 439
LG
1012
LaFleur & Godfrey
Michigan
$826M +$1.16M +0.1% 150
RFA
1013
RTD Financial Advisors
Pennsylvania
$820M -$12.6M -2% 116
OWA
1014
One Wealth Advisors
California
$818M +$21.5M +3% 334
BG
1015
BDF Gestion
France
$818M -$26.8M -3% 156
LSPW
1016
Lake Street Private Wealth
Illinois
$817M +$41.7M +5% 291
SCS
1017
Syquant Capital SAS
France
$817M +$469M +135% 45
IWA
1018
Inspirion Wealth Advisors
Illinois
$817M +$102M +14% 183
CPBTD
1019
Central Pacific Bank - Trust Division
Hawaii
$815M -$11.3M -1% 904
CA
1020
Cache Advisors
California
$814M +$241M +42% 125
EFG
1021
Embree Financial Group
Illinois
$813M +$67.7M +9% 243
CHC
1022
City Holding Co
West Virginia
$813M +$17.5M +2% 643
MGB
1023
Mass General Brigham
Massachusetts
$810M 7
Legacy Financial Group (Iowa)
1024
Legacy Financial Group (Iowa)
Iowa
$809M +$45.3M +6% 124
JBA
1025
Johnson Bixby & Associates
Washington
$807M +$26.6M +3% 130