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
DCM
2851
Dudley Capital Management
Virginia
$222M +$22.2M +11% 136
CI
2852
Cordant Inc
Oregon
$222M +$14.3M +7% 72
PAM
2853
Prodigy Asset Management
Nebraska
$222M +$68.9M +45% 25
SWA
2854
Sightline Wealth Advisors
Connecticut
$221M +$14.4M +7% 96
PFSC
2855
Peoples Financial Services Corp
Pennsylvania
$221M +$19.1M +9% 269
ATC
2856
Advantage Trust Company
Kansas
$221M +$18.4M +9% 209
RWP
2857
Ridgecrest Wealth Partners
California
$221M +$31.7M +17% 119
GTAM
2858
Global Trust Asset Management
Florida
$221M +$34.1M +18% 529
MI
2859
Moneywise Inc
Virginia
$221M +$7.77M +4% 79
BCFD
2860
Boit C.F. David
$221M +$13.1M +6% 123
SOAG
2861
Silver Oak Advisory Group
Oregon
$221M +$14.6M +7% 80
SIF
2862
State Insurance Fund
New York
$221M +$14.4M +7% 1
MPW
2863
Melone Private Wealth
Michigan
$221M +$25.3M +13% 56
PP
2864
Patron Partners
Texas
$221M +$18.7M +9% 182
EWM
2865
Endowment Wealth Management
Wisconsin
$220M +$26.4M +14% 164
AP
2866
Aspect Partners
Virginia
$220M +$17.4M +9% 742
BCM
2867
Banyan Capital Management
Georgia
$220M +$25.7M +13% 56
HDA
2868
Harold Davidson & Associates
California
$220M +$65.7M +43% 68
WA
2869
Westfuller Advisors
New York
$220M +$44.6M +25% 761
GCCM
2870
Green Court Capital Management
Hong Kong
$220M +$68.7M +45% 4
M
2871
MYeCFO
California
$220M +$15.9M +8% 64
DFS
2872
Dixon Fnancial Services
California
$220M +$21.6M +11% 48
CIG
2873
Cairn Investment Group
Washington
$219M +$27.9M +15% 71
BAM
2874
Ballast Asset Management
Texas
$219M +$26.8M +14% 57
LA
2875
Latitude Advisors
Florida
$219M +$20.3M +10% 226