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
PHAM
2476
Palisades Hudson Asset Management
Florida
$276M +$20.1M +8% 113
AG
2477
Amiral Gestion
France
$275M +$43.3M +19% 29
OPW
2478
Osprey Private Wealth
New York
$275M +$91.5M +50% 66
BCM
2479
Buckhead Capital Management
Georgia
$275M +$16.5M +6% 136
HOWA
2480
Heritage Oak Wealth Advisors
Florida
$275M +$16.1M +6% 89
SA
2481
Sonoma Allocations
California
$275M 137
IIA
2482
ICW Investment Advisors
Arizona
$274M +$21.3M +8% 145
AWS
2483
Arkfeld Wealth Strategies
Nebraska
$274M +$20.9M +8% 115
LWA
2484
Lowe Wealth Advisors
Maryland
$274M +$17.8M +7% 405
CFLC
2485
California First Leasing Corp
California
$273M +$32.6M +14% 45
I
2486
InvesTrust
Oklahoma
$273M +$13.9M +5% 95
BIG
2487
Boothe Investment Group
Delaware
$273M +$10.6M +4% 39
KNFPWM
2488
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$273M +$22.9M +9% 80
TWCM
2489
True Wind Capital Management
California
$273M +$36.4M +15% 2
WWM
2490
Westwood Wealth Management
California
$273M -$25M -8% 51
SF
2491
Slagle Financial
Illinois
$273M +$24.4M +10% 117
HAG
2492
HF Advisory Group
Maryland
$272M +$19.3M +8% 166
TSS
2493
Thomas Story & Son
Indiana
$272M +$11.8M +5% 52
MFG
2494
Monte Financial Group
Connecticut
$272M +$14.7M +6% 94
FOA
2495
Five Oceans Advisors
California
$272M +$37.4M +16% 196
LFA
2496
LifeGuide Financial Advisors
Pennsylvania
$272M +$621K +0.2% 48
GCM
2497
Gunderson Capital Management
South Carolina
$271M +$32.2M +13% 65
BWM
2498
BKM Wealth Management
Wisconsin
$271M +$15.3M +6% 167
BIM
2499
Breakwater Investment Management
Washington
$271M +$12.7M +5% 539
RS
2500
Rakuten Securities
Japan
$271M +$15.9M +6% 957