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
MS
2901
Marshall & Sullivan
Washington
$216M +$7.62M +4% 119
KFP
2902
Keener Financial Planning
Texas
$216M +$15M +7% 239
ACA
2903
American Capital Advisory
Idaho
$216M +$15.7M +8% 1,062
VWA
2904
Valued Wealth Advisors
Utah
$216M +$23.8M +12% 638
DC
2905
Darrow Company
Massachusetts
$215M +$18M +9% 53
ACM
2906
Ayrshire Capital Management
Connecticut
$215M +$7.22M +3% 49
BPCM
2907
Beach Point Capital Management
California
$215M -$19.8M -8% 19
SCM
2908
Sterneck Capital Management
Missouri
$215M +$17.9M +9% 108
HFO
2909
Heritage Family Offices
Arizona
$215M +$17.1M +9% 209
SWM
2910
Shelton Wealth Management
Texas
$215M +$16.3M +8% 151
WDC
2911
Woodward Diversified Capital
California
$215M +$17M +9% 193
EA
2912
Ergawealth Advisors
Illinois
$215M -$7.58M -3% 82
VIPI
2913
Vista Investment Partners II
Indiana
$214M +$6.98M +3% 155
BSA
2914
Bull Street Advisors
Georgia
$214M +$6.24M +3% 89
BHA
2915
Beech Hill Advisors
New York
$214M -$8.11M -4% 100
SA
2916
Sunesis Advisors
Kansas
$214M 51
CHA
2917
Cooper/Haims Advisors
New York
$214M +$11M +5% 91
CC
2918
Constitution Capital
Connecticut
$214M +$17.9M +9% 62
CastleKeep Investment Advisors
2919
CastleKeep Investment Advisors
Connecticut
$214M +$9.36M +5% 89
ONSWM
2920
Old North State Wealth Management
North Carolina
$214M +$21.8M +11% 129
KG
2921
Kieckhefer Group
Wisconsin
$214M +$29.2M +16% 57
FIC
2922
FCG Investment Company
Tennessee
$214M +$21.9M +11% 98
SCA
2923
Southern Capital Advisors
Tennessee
$213M +$17.9M +9% 84
LGW
2924
Leslie Global Wealth
Illinois
$213M +$26.1M +14% 81
IWM
2925
Inlight Wealth Management
Georgia
$213M +$19.8M +10% 257