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
CCA
2726
Cora Capital Advisors
New Jersey
$235M +$10.5M +5% 120
IAMOG
2727
Investors Asset Management of Georgia
Georgia
$235M +$18.9M +9% 182
QCIG
2728
Quad-Cities Investment Group
Iowa
$235M +$14.7M +7% 194
PBC
2729
Pavion Blue Capital
California
$235M +$9.46M +4% 106
CWA
2730
Continuum Wealth Advisors
New York
$235M +$26.3M +13% 72
WIA
2731
Wetzel Investment Advisors
Indiana
$234M +$15.7M +7% 136
RCM
2732
Ridgepath Capital Management
Tennessee
$234M +$16.7M +8% 52
BWA
2733
BlueChip Wealth Advisors
Georgia
$234M +$9.56M +4% 192
CSC
2734
Caldwell Sutter Capital
California
$234M +$15.8M +7% 900
MA
2735
MBA Advisors
Pennsylvania
$234M +$17.4M +8% 144
RCWVOTCITCONY
2736
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$234M +$86.5M +59% 2
PHM
2737
Prospect Hill Management
New Jersey
$234M +$40.2M +21% 15
BB
2738
Burford Brothers
Texas
$234M +$16M +7% 171
SI
2739
SimpliFi Inc
California
$234M +$6.8M +3% 48
HIC
2740
Harbor Island Capital
Massachusetts
$234M +$20.5M +10% 15
TA
2741
TKG Advisors
Indiana
$233M +$10.1M +5% 98
CI
2742
Cherokee Insurance
Michigan
$233M +$4.22M +2% 126
MRI
2743
Mad River Investors
Massachusetts
$233M +$10.2M +5% 40
ACM
2744
Absolute Capital Management
Pennsylvania
$233M +$34.4M +17% 143
GCM
2745
Gables Capital Management
Florida
$233M +$21.8M +10% 464
CWA
2746
Choice Wealth Advisors
Maine
$233M +$12M +5% 32
LIM
2747
Lancaster Investment Management
United Kingdom
$233M -$79.6M -25% 10
BAM
2748
Bayshore Asset Management
Florida
$233M +$14.4M +7% 42
MAG
2749
Mayfair Advisory Group
Alabama
$233M +$21M +10% 193
PWIA
2750
Porter White Investment Advisors
Alabama
$233M +$18.2M +8% 38