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
GC
1501
Gibson Capital
Pennsylvania
$542M +$35.7M +7% 91
TCM
1502
Twele Capital Management
Minnesota
$542M +$37.9M +8% 39
KFI
1503
Key Financial Inc
Pennsylvania
$541M +$44.3M +9% 1,500
WCA
1504
Westover Capital Advisors
Delaware
$541M +$40.4M +8% 240
RAM
1505
Rempart Asset Management
Canada
$541M +$19.9M +4% 35
IRC
1506
Investors Research Corp
Georgia
$540M +$30.4M +6% 953
GAM
1507
Gould Asset Management
California
$539M +$28M +5% 174
AFG
1508
Allegheny Financial Group
Pennsylvania
$535M +$84.9M +19% 274
PCM
1509
Permanent Capital Management
Illinois
$535M 151
V
1510
VeraBank
Texas
$535M +$36.4M +7% 193
CAM
1511
Columbia Asset Management
Michigan
$534M +$25.6M +5% 175
SFG
1512
Sovereign Financial Group
Connecticut
$534M +$48.9M +10% 345
LC
1513
Lincoln Capital
Nebraska
$534M +$14.2M +3% 128
OHWA
1514
Oak Hill Wealth Advisors
Virginia
$534M +$51.2M +11% 150
KI
1515
Kapitalo Investimentos
Brazil
$534M +$74.9M +16% 144
P8IP
1516
Pier 88 Investment Partners
California
$533M -$4.3M -0.8% 132
RIP
1517
RAM Investment Partners
Washington
$533M +$56.7M +12% 104
WAM
1518
Winslow Asset Management
Ohio
$533M +$37.2M +8% 78
GPWA
1519
Great Point Wealth Advisors
Massachusetts
$532M 64
SIG
1520
Spinnaker Investment Group
California
$532M +$106M +25% 159
PCMC
1521
Paragon Capital Management (Colorado)
Colorado
$532M -$20M -4% 222
PCTC
1522
Perkins Coie Trust Company
Washington
$532M -$55.6M -9% 326
NIEF
1523
Nalanda India Equity Fund
Mauritius
$531M -$155M -23% 2
LCM
1524
Liberty Capital Management
Michigan
$531M +$35.7M +7% 180
MAM
1525
Marotta Asset Management
Virginia
$531M +$32.5M +7% 110