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
BIM
151
Bridges Investment Management
Nebraska
$7.82B +$419M +6% 434
VA
152
Valmark Advisers
Ohio
$7.73B +$553M +8% 680
SIMG
153
Stephens Investment Management Group
Texas
$7.71B +$140M +2% 187
MT
154
Midwest Trust
Kansas
$7.68B +$462M +6% 616
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$7.68B +$2.01B +35% 1,534
VF
156
Vest Financial
Virginia
$7.66B +$592M +8% 439
MIH
157
Meitav Investment House
Israel
$7.57B +$149M +2% 247
HCM
158
Howard Capital Management
Georgia
$7.57B +$886M +13% 433
BCWM
159
Bartlett & Co Wealth Management
Ohio
$7.56B +$392M +5% 1,300
PF
160
Phoenix Financial
Israel
$7.52B -$58.4M -0.8% 496
DWM
161
Dynasty Wealth Management
Florida
$7.49B +$1.62B +28% 355
RPI
162
Railway Pension Investments
United Kingdom
$7.38B +$298M +4% 213
IGAM
163
iA Global Asset Management
Quebec, Canada
$7.31B +$661M +10% 474
FFM
164
Forum Financial Management
Illinois
$7.31B +$733M +11% 1,061
CFG
165
Citizens Financial Group
Rhode Island
$7.3B +$1.08B +17% 817
YAM
166
Yacktman Asset Management
Texas
$7.26B -$186M -2% 75
BP
167
Ballentine Partners
Massachusetts
$7.2B +$563M +8% 1,070
DLA
168
Douglas Lane & Associates
New York
$7.18B +$277M +4% 248
UBP
169
Union Bancaire Privee
Switzerland
$7.04B +$155M +2% 542
DCP
170
DSM Capital Partners
Florida
$7.02B +$249M +4% 48
CIM
171
Confluence Investment Management
Missouri
$7.01B -$68.1M -1% 311
CF
172
Canoe Financial
Alberta, Canada
$7B -$16.2M -0.2% 117
HPC
173
HM Payson & Co
Maine
$6.95B +$641M +10% 1,122
FIA
174
Foundations Investment Advisors
Arizona
$6.88B +$548M +9% 1,104
WAM
175
Wolverine Asset Management
Illinois
$6.85B +$870M +15% 1,551