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
GFA
2651
Grunden Financial Advisory
Texas
$246M +$19.5M +9% 32
MWA
2652
Mills Wealth Advisors
Texas
$246M +$27.7M +13% 74
TWA
2653
Trellis Wealth Advisors
California
$246M +$16M +7% 38
RSC
2654
Red Spruce Capital
Pennsylvania
$245M +$14.5M +6% 93
GBI
2655
GP Brinson Investments
Illinois
$245M +$10.7M +5% 16
KTM
2656
Keeler Thomas Management
Utah
$245M +$12.7M +5% 110
NAG
2657
Northstar Advisory Group
New Jersey
$245M +$40.1M +20% 122
TW
2658
Towerpoint Wealth
California
$244M +$18.8M +8% 94
AA
2659
Altman Advisors
Illinois
$244M -$450K -0.2% 96
AA
2660
AJ Advisors
Tennessee
$244M +$19.6M +9% 38
HFP
2661
Holistic Financial Partners
Indiana
$244M +$15.8M +7% 140
SCA
2662
Strathmore Capital Advisors
North Carolina
$244M +$17.7M +8% 108
PF
2663
Parker Financial
Washington
$244M +$12.3M +5% 37
AGP
2664
Autumn Glory Partners
Texas
$244M +$29.7M +14% 205
AWG
2665
Altus Wealth Group
Colorado
$244M +$17.5M +8% 149
CG
2666
Corundum Group
Colorado
$243M +$17.2M +8% 106
LAM
2667
Lewis Asset Management
California
$243M +$30.7M +14% 193
HSWM
2668
Hubbell Strickland Wealth Management
Louisiana
$243M +$16.3M +7% 85
PL
2669
Polianta Ltd
Jersey
$243M +$10.7M +5% 108
DTC
2670
Davidson Trust Company
Washington
$242M +$25.6M +12% 176
GPFA
2671
Game Plan Financial Advisors
Ohio
$241M +$12.5M +5% 407
PF
2672
Prosperitas Financial
California
$241M +$28.3M +13% 69
RP
2673
Riverwater Partners
Wisconsin
$241M +$28.6M +13% 230
MWM
2674
Maltin Wealth Management
New Jersey
$241M +$18.6M +8% 134
MFP
2675
Meridian Financial Partners
Virginia
$241M +$27.9M +13% 113