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
S
2551
ShariaPortfolio
Florida
$261M +$27.8M +12% 25
FWM
2552
Forza Wealth Management
Florida
$261M +$17.2M +7% 199
SSWM
2553
Strait & Sound Wealth Management
California
$261M +$25.2M +11% 151
HCP
2554
Hamilton Capital Partners
Georgia
$261M +$52.4M +25% 24
GFG
2555
Greenbush Financial Group
New York
$261M +$31.1M +14% 32
HCM
2556
Heathbridge Capital Management
Ontario, Canada
$261M +$11.6M +5% 28
S
2557
Sanofi
France
$260M +$84.6M +48% 11
SSW
2558
Smith Shellnut Wilson
Mississippi
$260M +$29.7M +13% 155
PWA
2559
Phoenix Wealth Advisors
North Carolina
$260M +$21.4M +9% 133
GGI
2560
GPM Growth Investors
Michigan
$260M +$8.1M +3% 42
CLA
2561
Carnegie Lake Advisors
New Jersey
$260M +$7.27M +3% 171
WP
2562
Wealthspan Partners
Iowa
$260M +$18.7M +8% 125
FSA
2563
Financial Services Advisory
Maryland
$260M +$52.4M +25% 72
1W
2564
1776 Wealth
Georgia
$259M +$16.6M +7% 154
CAM
2565
CPA Asset Management
Florida
$259M +$21.5M +9% 90
CWA
2566
Consilium Wealth Advisory
Texas
$259M +$22.2M +9% 101
TLA
2567
Tanglewood Legacy Advisors
Texas
$259M +$15.1M +6% 288
FCIS
2568
First Citizens Investor Services
North Carolina
$259M 23
HRC
2569
Hoertkorn Richard Charles
$259M +$22.4M +9% 79
WQ
2570
Wealth Quarterback
New Jersey
$259M +$47.6M +23% 157
CCM
2571
Colorado Capital Management
Colorado
$259M +$25.2M +11% 105
SCM
2572
Stonehearth Capital Management
Massachusetts
$258M +$16.9M +7% 98
MPCL
2573
My Personal CFO LLC
Washington
$258M +$38.2M +17% 159
FWMP
2574
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$258M +$27M +12% 95
MAS
2575
Madden Advisory Services
Florida
$258M +$23.6M +10% 110