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
PCM
2676
Peirce Capital Management
Texas
$241M +$15M +7% 46
RF
2677
Robbins Farley
New Hampshire
$241M +$25.6M +12% 192
MTWM
2678
Masso Torrence Wealth Management
New Jersey
$240M +$23.9M +11% 113
CB
2679
CNB Bank
Pennsylvania
$240M +$29.1M +14% 552
SIA
2680
SGL Investment Advisors
Montana
$240M +$29.8M +14% 129
BWM
2681
Bernard Wealth Management
Michigan
$239M +$23.6M +11% 346
ORC
2682
O'Rourke & Company
Massachusetts
$239M +$25.1M +12% 168
FF
2683
Friday Financial
Iowa
$239M +$42.3M +21% 92
SCA
2684
Sander Capital Advisors
Washington
$239M +$19.3M +9% 13
JFG
2685
JDM Financial Group
Texas
$239M +$26.7M +13% 286
OCFG
2686
O'Connor Financial Group
Illinois
$238M +$11.8M +5% 61
MPPW
2687
Mitchell & Pahl Private Wealth
Oklahoma
$238M +$12.1M +5% 146
GPA
2688
Garrison Point Advisors
California
$238M +$20.6M +9% 174
KW
2689
Keyvantage Wealth
Pennsylvania
$238M +$15.6M +7% 103
CCM
2690
Conway Capital Management
California
$238M +$14.8M +7% 54
BMCM
2691
Burns Matteson Capital Management
New York
$238M +$31.3M +15% 240
FWP
2692
Fiduciary Wealth Partners
Massachusetts
$238M +$132M +124% 99
GPW
2693
Genesis Private Wealth
Virginia
$238M +$25.7M +12% 177
TS
2694
TradeWell Securities
Indiana
$238M +$28.8M +14% 46
GHA
2695
Granite Harbor Advisors
Texas
$238M +$24.9M +12% 132
HCM
2696
HMS Capital Management
Tennessee
$238M +$16M +7% 110
BCM
2697
BluePath Capital Management
Georgia
$238M +$33.8M +17% 108
HCM
2698
Horrell Capital Management
Arkansas
$238M -$8.32M -3% 199
DMBA
2699
Deseret Mutual Benefit Administrators
Utah
$238M +$24.3M +11% 525
DWA
2700
Delap Wealth Advisory
Oregon
$238M +$29.3M +14% 85