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
SIM
2501
Seaview Investment Managers
Florida
$271M -$201M -43% 140
FZCM
2502
Flynn Zito Capital Management
New York
$271M +$33.2M +14% 140
GA
2503
Guerra Advisors
Florida
$271M +$59.1M +28% 933
GSC
2504
G&S Capital
Colorado
$271M +$18.2M +7% 137
ZIG
2505
Zullo Investment Group
Pennsylvania
$270M +$23.9M +10% 159
PIAS
2506
PCA Investment Advisory Services
Ohio
$270M +$33M +14% 53
SWP
2507
ShoreHaven Wealth Partners
New Jersey
$270M +$26.2M +11% 109
SEM
2508
Strategic Equity Management
Arizona
$270M -$1.86M -0.7% 71
KSWA
2509
Kathleen S. Wright Associates
Pennsylvania
$270M +$13.4M +5% 249
OFS
2510
OMC Financial Services
New York
$269M +$24.7M +10% 70
S
2511
Sachetta
Massachusetts
$269M +$15.7M +6% 1,140
IA
2512
IMZ Advisory
Florida
$269M +$18.7M +7% 41
MA
2513
MKT Advisors
California
$269M +$16M +6% 175
TF
2514
Tandem Financial
Colorado
$269M +$162M +152% 88
JWM
2515
Jessup Wealth Management
Ohio
$269M +$19.3M +8% 83
SWM
2516
SK Wealth Management
Rhode Island
$268M +$37.5M +16% 86
WF
2517
Warner Financial
Maryland
$268M +$25.4M +10% 125
BIA
2518
BHK Investment Advisors
Alabama
$268M +$12.3M +5% 67
FDS
2519
First Dallas Securities
Texas
$267M +$13.9M +6% 127
W
2520
WorthPointe
California
$267M +$29.1M +12% 111
TWM
2521
Trinity Wealth Management
Pennsylvania
$267M +$14.8M +6% 69
HBS
2522
Howard Bailey Securities
Indiana
$266M +$5.29M +2% 159
AWM
2523
Able Wealth Management
New Jersey
$266M +$67.7M +34% 119
NIWA
2524
New Insight Wealth Advisors
California
$266M +$22.8M +9% 110
DIM
2525
DLK Investment Management
California
$265M +$863K +0.3% 101