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
CAM
2876
Cobblestone Asset Management
Virginia
$219M +$28.5M +15% 78
SFP
2877
Strategic Financial Partners
Oregon
$218M +$2.92M +1% 83
JWWM
2878
Johnson & White Wealth Management
Pennsylvania
$218M +$19.8M +10% 113
NEPPG
2879
New England Professional Planning Group
Rhode Island
$218M -$1.28M -0.6% 48
IWMWV
2880
Ironwood Wealth Management (West Virginia)
West Virginia
$218M +$6.46M +3% 22
BA
2881
Bluesphere Advisors
Pennsylvania
$218M +$17.6M +9% 99
YWS
2882
Yarger Wealth Strategies
Ohio
$218M +$26.7M +14% 121
CIA
2883
Citadel Investment Advisory
Ohio
$218M +$11.6M +6% 83
BFS
2884
Burrus Financial Services
Utah
$218M +$9.01M +4% 10
TPF
2885
Tribridge Partners Financial
Maryland
$218M +$47.3M +28% 74
CWP
2886
Core Wealth Partners
California
$218M +$20.7M +11% 186
NERM
2887
New England Research & Management
Illinois
$218M +$7.19M +3% 178
BCM
2888
Birmingham Capital Management
Alabama
$218M -$8.53M -4% 99
WCP
2889
Wealthcare Capital Partners
Pennsylvania
$218M +$18.7M +9% 151
HWM
2890
Howard Wealth Management
Connecticut
$218M +$19.7M +10% 134
II
2891
INCA Investments
Florida
$217M -$40.2M -16% 10
BAM
2892
Bellevue Asset Management
Washington
$217M +$11.8M +6% 504
FC
2893
Family CFO
California
$217M +$17.5M +9% 90
TLCM
2894
Twin Lakes Capital Management
California
$216M +$51.8M +32% 222
DSN
2895
D. Scott Neal
Kentucky
$216M +$15.6M +8% 59
FF
2896
Finley Financial
Nevada
$216M +$17.3M +9% 123
FCM
2897
Fogel Capital Management
Florida
$216M +$28.6M +15% 56
CC
2898
Citrine Capital
California
$216M +$27.6M +15% 47
TFG
2899
Team Financial Group
California
$216M +$12.4M +6% 261
MBI
2900
May Barnhard Investments
Maryland
$216M +$1.53M +0.7% 92