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, 3,587 funds (~44%) 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
GI
151
Gradient Investments
Minnesota
$6.3B +$310M +5% 389
FWCM
152
Ferguson Wellman Capital Management
Oregon
$6.24B +$74.5M +1% 375
CIM
153
CCLA Investment Management
United Kingdom
$6.23B -$17.6M -0.3% 56
PFA
154
Pure Financial Advisors
California
$6.22B -$57.1M -0.9% 562
CAI
155
Capital Advisors Inc
Oklahoma
$6.21B +$229M +4% 367
GA
156
Greenhaven Associates
New York
$6.17B -$405M -6% 31
JSSH
157
J. Safra Sarasin Holding
$6.15B -$34.5M -0.6% 567
ONB
158
Old National Bancorp
Indiana
$6.02B +$172M +3% 643
CAG
159
Crestwood Advisors Group
Massachusetts
$6B +$130M +2% 711
PTC
160
Provident Trust Company
Wisconsin
$5.98B -$22.7M -0.4% 23
QP
161
Quilter Plc
United Kingdom
$5.96B +$133M +2% 132
CCA
162
Conestoga Capital Advisors
Pennsylvania
$5.94B -$289M -5% 127
GFM
163
GF Fund Management
China
$5.85B +$338M +6% 707
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$5.83B -$132M -2% 1,543
NLI
165
Nippon Life Insurance
Japan
$5.81B -$131M -2% 4
EB
166
Eastern Bank
Massachusetts
$5.8B +$166M +3% 1,254
AWM
167
Apollon Wealth Management
South Carolina
$5.77B +$148M +3% 1,400
JPH
168
Japan Post Holdings
Japan
$5.77B -$74.8M -1% 1
BTCPP
169
Border to Coast Pensions Partnership
United Kingdom
$5.74B -$1.85M -0% 91
CWG
170
C WorldWide Group
Denmark
$5.73B -$759M -12% 102
NC
171
Nicholas Company
Wisconsin
$5.71B -$183M -3% 221
IMC Chicago
172
IMC Chicago
Illinois
$5.69B +$52.8M +0.9% 2,102
LPPI
173
Local Pensions Partnership Investment
United Kingdom
$5.68B -$187M -3% 33
FWI
174
Facet Wealth Inc
Maryland
$5.65B +$817M +17% 305
DWM
175
Dakota Wealth Management
Florida
$5.63B +$671M +14% 824