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
KIG
2751
Kessler Investment Group
Indiana
$233M -$10.6M -4% 220
RP
2752
Raelipskie Partnership
Ontario, Canada
$233M +$14.3M +7% 120
CKAIS
2753
Christensen King & Associates Investment Services
Washington
$233M +$14.5M +7% 107
MFG
2754
Mainsail Financial Group
Washington
$233M +$17.9M +8% 61
DRS
2755
Deane Retirement Strategies
Louisiana
$233M +$9.29M +4% 83
SI
2756
Stash Investments
New York
$232M +$21.6M +10% 5
BWM
2757
Boyd Wealth Management
California
$232M +$1.31M +0.6% 53
PWS
2758
Proactive Wealth Strategies
Georgia
$232M +$20.4M +10% 145
WAG
2759
Wheelhouse Advisory Group
Missouri
$232M +$29.3M +14% 46
MWA
2760
Motive Wealth Advisors
Michigan
$232M +$12.3M +6% 93
I
2761
IMPACTfolio
Colorado
$232M +$20.9M +10% 43
FH
2762
FWG Holdings
Florida
$232M +$19.1M +9% 117
EBWM
2763
Eagle Bluffs Wealth Management
Missouri
$232M +$21.5M +10% 78
EB
2764
Emprise Bank
Kansas
$232M +$23.3M +11% 115
RMP
2765
Richards, Merrill & Peterson
Washington
$232M +$21.3M +10% 218
BFG
2766
Buttonwood Financial Group
Missouri
$232M +$34.6M +18% 34
EF
2767
Exeter Financial
Arizona
$232M +$6.86M +3% 92
CWA
2768
Carolina Wealth Advisors
South Carolina
$232M +$28.8M +14% 308
AC
2769
Alfreton Capital
United Kingdom
$231M -$113M -33% 5
CCIA
2770
Cherry Creek Investment Advisors
Colorado
$231M +$17.9M +8% 124
MWM
2771
MBE Wealth Management
Wisconsin
$231M +$1.24M +0.5% 145
MLA
2772
MB, Levis & Associates
Pennsylvania
$231M +$3.47M +2% 295
IAG
2773
Investmark Advisory Group
Connecticut
$231M +$17.2M +8% 133
RFMS
2774
RWQ Financial Management Services
Florida
$230M -$7.19M -3% 26
MSWM
2775
Master's Wealth Management
Pennsylvania
$230M +$16.1M +8% 52