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, 3,949 funds (~49%) 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
MAM
126
Madison Asset Management
Wisconsin
$9.07B -$192M -2% 356
CLOS
127
Compagnie Lombard Odier SCmA
Switzerland
$9.06B +$1.48B +19% 503
AIM
128
Allen Investment Management
New York
$9B -$168M -2% 208
BTI
129
Blue Trust Inc
Georgia
$8.91B +$428M +5% 2,721
BEI
130
Benjamin Edwards Inc
Missouri
$8.85B +$992M +13% 1,323
WT
131
Whittier Trust
California
$8.79B +$492M +6% 1,640
AI
132
Atria Investments
North Carolina
$8.75B +$282M +3% 2,175
MWM
133
Modera Wealth Management
New Jersey
$8.63B +$553M +7% 673
CFB
134
Cullen/Frost Bankers
Texas
$8.61B +$630M +8% 1,473
SWP
135
Stratos Wealth Partners
Ohio
$8.48B +$1.08B +15% 1,602
AAMU
136
AEGON Asset Management (UK)
United Kingdom
$8.43B +$620M +8% 165
BCM
137
Brookstone Capital Management
Illinois
$8.38B +$757M +10% 1,184
PCM
138
Penserra Capital Management
California
$8.36B +$1.19B +17% 1,111
WF
139
Welch & Forbes
Massachusetts
$8.3B +$295M +4% 388
QCM
140
QRG Capital Management
Illinois
$8.25B -$3.21B -28% 1,186
AV
141
ASR Vermogensbeheer
Netherlands
$8.24B +$536M +7% 558
OC
142
Oppenheimer & Co
New York
$8.2B +$637M +8% 1,748
LA
143
LBP AM
France
$8.13B +$1.03B +14% 410
EHC
144
Everett Harris & Co
California
$8.11B +$317M +4% 339
JIM
145
Jensen Investment Management
Oregon
$8.06B -$473M -6% 88
PL
146
Perpetual Ltd
Australia
$8.06B -$464M -5% 457
PCIA
147
Prime Capital Investment Advisors
Kansas
$7.96B +$435M +6% 1,010
SI
148
Stephens Inc
Arkansas
$7.85B +$570M +8% 1,380
MNA
149
Manning & Napier Advisors
New York
$7.84B -$552M -7% 473
IMRF
150
Illinois Municipal Retirement Fund
Illinois
$7.83B +$482M +7% 1,281