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
NWMG
2526
National Wealth Management Group
Ohio
$265M +$86.9M +49% 254
SW
2527
SMART Wealth
Nebraska
$265M -$53.7M -17% 193
JPLA
2528
Joseph P. Lucia & Associates
New York
$265M +$20.7M +8% 165
LVIA
2529
Lind Value II ApS
Denmark
$265M +$37.5M +16% 14
ACC
2530
Acorn Creek Capital
Colorado
$265M +$24.1M +10% 82
HIS
2531
Horizon Investment Services
Indiana
$265M +$36.6M +16% 143
SC
2532
Sawyer & Company
Massachusetts
$265M $0 0% 187
ECML
2533
Eagle Capital Management (Louisiana)
Louisiana
$265M +$37.1M +16% 50
RW
2534
REDW Wealth
New Mexico
$265M +$13.1M +5% 115
TBT
2535
Texas Bank & Trust
Texas
$264M +$13M +5% 187
MFC
2536
Mechanics Financial Corp
Ohio
$264M +$28.8M +12% 242
ACH
2537
Axis Capital Holdings
Bermuda
$264M +$19M +8% 2
WS
2538
Wela Strategies
Georgia
$264M +$10.3M +4% 59
RIM
2539
Reliant Investment Management
Tennessee
$264M +$32.6M +14% 61
DFG
2540
Dupree Financial Group
Kentucky
$263M +$9.38M +4% 81
RCM
2541
Raleigh Capital Management
North Carolina
$263M +$24.7M +10% 689
SFS
2542
Searcy Financial Services
Kansas
$263M +$17.1M +7% 26
BTIM
2543
BancFirst Trust & Investment Management
Oklahoma
$263M +$47.1M +22% 44
AWM
2544
Avaii Wealth Management
Wisconsin
$263M +$37.9M +17% 157
APIM
2545
Agate Pass Investment Management
Washington
$263M +$19.3M +8% 108
FFP
2546
Freedom Financial Partners
Minnesota
$262M +$25.2M +11% 84
DJC
2547
Daily Journal Corp
California
$262M +$26.9M +11% 4
FDW
2548
Fourth Dimension Wealth
Ohio
$262M +$25.4M +11% 616
BWM
2549
Biltmore Wealth Management
Arizona
$262M +$14.9M +6% 60
SIM
2550
Synergy Investment Management
Florida
$262M +$95.9M +58% 129