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
SWM
2926
Steinberganna Wealth Management
New York
$213M 133
HHWM
2927
Hiley Hunt Wealth Management
Nebraska
$213M +$14.6M +7% 46
LAS
2928
Lloyd Advisory Services
Georgia
$212M +$5.54M +3% 122
KFA
2929
Kapstone Financial Advisors
Ohio
$212M +$11.8M +6% 126
PPW
2930
PACK Private Wealth
Minnesota
$212M +$23.6M +12% 55
SPFA
2931
Summit Place Financial Advisors
New Jersey
$212M +$13.5M +7% 105
CWM
2932
CCG Wealth Management
California
$212M +$22.4M +12% 88
BCA
2933
Bernzott Capital Advisors
California
$212M +$16M +8% 34
SFG
2934
Seamount Financial Group
Colorado
$212M +$17.3M +9% 142
GSF
2935
Grove Street Fiduciary
New Hampshire
$212M +$4.14M +2% 74
COA
2936
Crown Oak Advisors
California
$211M $0 0% 23
YWM
2937
Yoder Wealth Management
California
$211M +$19.5M +10% 117
CPSC
2938
Carl P. Sherr & Co
Massachusetts
$211M +$13.3M +7% 123
PKC
2939
Palmer Knight Company
Florida
$211M -$23.5M -10% 37
PK
2940
Pflug Koory
Nebraska
$211M +$14M +7% 423
GAM
2941
GEM Asset Management
Michigan
$211M +$15.6M +8% 109
APC
2942
Asset Planning Corporation
Tennessee
$211M +$22.9M +12% 48
QFW
2943
QTR Family Wealth
Florida
$211M +$49.3M +31% 263
AIM
2944
Alhambra Investment Management
Florida
$211M +$8.95M +4% 191
GAAM
2945
Guinness Atkinson Asset Management
California
$211M +$19.8M +10% 94
ACL
2946
APEIRON Capital Ltd
Hong Kong
$210M +$105M +99% 10
RCM
2947
Richardson Capital Management
Wisconsin
$210M +$19.7M +10% 246
WTFG
2948
Wells Trecaso Financial Group
Ohio
$210M -$114M -35% 91
SAM
2949
Sequent Asset Management
Texas
$210M +$85.1M +68% 95
BC
2950
Bayforest Capital
United Kingdom
$210M -$18.5M -8% 951