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
BRG
2701
Bay Rivers Group
Virginia
$237M +$18.9M +9% 95
GWS
2702
Greykasell Wealth Strategies
California
$237M +$28.8M +14% 412
APSI
2703
Asset Planning Services Inc
Louisiana
$237M +$19.8M +9% 36
CCP
2704
Carmel Capital Partners
California
$237M -$48M -17% 160
MWM
2705
McNaughton Wealth Management
California
$237M +$12.9M +6% 76
BC
2706
Bowman & Company
Wisconsin
$237M +$12.9M +6% 110
AAMC
2707
Asset Allocation & Management Company
Illinois
$237M +$21M +10% 96
GFP
2708
Guardian Financial Partners
California
$237M +$14.4M +6% 63
GSB
2709
Greenfield Savings Bank
Massachusetts
$237M +$16.6M +8% 153
DWM
2710
Dopkins Wealth Management
New York
$237M +$14M +6% 83
RI
2711
Ridgewood Investments
New Jersey
$237M +$6.03M +3% 687
SFG
2712
Socha Financial Group
New York
$237M +$12.1M +5% 26
JCFM
2713
JBR Co Financial Management
Oklahoma
$236M +$33.8M +17% 122
SVWG
2714
Shared Vision Wealth Group
United States
$236M +$36M +18% 99
FWM
2715
FMB Wealth Management
California
$236M +$26.1M +12% 91
ACM
2716
Ardent Capital Management
Ohio
$236M +$27.5M +13% 52
G
2717
Gainplan
Michigan
$236M +$15.7M +7% 72
NRW
2718
Nova R Wealth
Kansas
$236M +$20.8M +10% 87
RWMG
2719
Redwood Wealth Management Group
New Jersey
$236M +$13.2M +6% 193
VP
2720
Verisail Partners
Georgia
$236M +$227K +0.1% 35
SRWM
2721
Shira Ridge Wealth Management
California
$236M +$16.7M +8% 89
IAA
2722
Independence Asset Advisors
Pennsylvania
$236M +$74.9M +47% 19
NECFA
2723
New England Capital Financial Advisors
Connecticut
$235M +$16.8M +8% 441
SJIM
2724
St. Johns Investment Management
Florida
$235M +$17.5M +8% 214
WR
2725
WD Rutherford
Oregon
$235M +$17.7M +8% 97