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
OGF
2626
Orin Green Financial
California
$250M +$13.9M +6% 88
AFC
2627
Adaptive Financial Consulting
Ohio
$250M +$10.7M +4% 21
AF
2628
Abound Financial
California
$250M +$22.7M +10% 72
SI
2629
Shaker Investments
Ohio
$250M +$5.49M +2% 112
TPW
2630
TL Private Wealth
Texas
$249M +$8.46M +4% 46
IWM
2631
Iams Wealth Management
Nebraska
$249M +$31.4M +14% 196
FPW
2632
Flagship Private Wealth
Massachusetts
$249M +$13.7M +6% 112
TPCM
2633
Two Point Capital Management
New York
$249M +$13.8M +6% 25
RPCONE
2634
Retirement Planning Company of New England
Rhode Island
$249M +$24M +11% 251
AC
2635
Applied Capital
Arkansas
$248M +$20.9M +9% 48
BIA
2636
Bigelow Investment Advisors
Maine
$248M +$21.1M +9% 152
KWA
2637
Kondo Wealth Advisors
California
$248M +$21.5M +9% 69
MWA
2638
Miller Wealth Advisors
Colorado
$248M +$34.2M +16% 111
AA
2639
ACT Advisors
North Carolina
$248M +$31.5M +15% 79
WI
2640
WJ Interests
Texas
$248M +$13.8M +6% 26
SHA
2641
Seneca House Advisors
Virginia
$248M +$12.5M +5% 94
JSP
2642
Jackson Square Partners
California
$247M -$23.1M -9% 58
QFPS
2643
Quantum Financial Planning Services
Washington
$247M +$34.8M +16% 52
CWM
2644
Collaborative Wealth Management
Florida
$247M +$18M +8% 201
BWA
2645
BCU Wealth Advisors
Illinois
$247M +$24.5M +11% 61
TAM
2646
Tealwood Asset Management
Minnesota
$247M +$22.4M +10% 136
EPW
2647
Evergreen Private Wealth
Colorado
$247M +$8.02M +3% 299
AB
2648
ANB Bank
Colorado
$247M +$23.9M +11% 137
WFS
2649
Weitzel Financial Services
Iowa
$246M +$9.9M +4% 49
MAWCM
2650
Mine & Arao Wealth Creation & Management
California
$246M +$22.1M +10% 78