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
MA
2951
McBroom & Associates
Nevada
$210M +$35.4M +20% 39
RCM
2952
Regency Capital Management
Hawaii
$210M +$19.6M +10% 67
PP
2953
PFS Partners
New Jersey
$210M +$11.7M +6% 577
MFG
2954
Midwest Financial Group
Kansas
$210M +$19.5M +10% 123
HB
2955
Horizon Bancorp
Indiana
$210M +$11M +6% 219
KHC
2956
Koesten Hirschmann & Crabtree
Kansas
$210M +$16.2M +8% 387
EHWM
2957
Eads & Heald Wealth Management
Georgia
$209M +$7.07M +3% 142
FCM
2958
Family Capital Management
Michigan
$209M +$18.6M +10% 102
GWM
2959
GoalFusion Wealth Management
Texas
$209M +$14.8M +8% 31
AFM
2960
Armstrong Fleming & Moore
District of Columbia
$209M +$25.2M +14% 119
IF
2961
Integrity Financial
Wyoming
$209M +$13.2M +7% 312
WI
2962
Westbourne Investments
Virginia
$209M +$21.7M +12% 168
PCA
2963
Purkiss Capital Advisors
Connecticut
$209M +$29.1M +16% 173
IF
2964
IRON Financial
Illinois
$209M +$19.9M +11% 163
NAMNJ
2965
NorthStar Asset Management (New Jersey)
New Jersey
$209M +$19.2M +10% 100
AFC
2966
AFT Forsyth & Company
Florida
$209M +$13.5M +7% 117
HCM
2967
Hahn Capital Management
California
$209M -$3.36M -2% 28
CC
2968
Copperleaf Capital
North Carolina
$209M +$11M +6% 130
CCM
2969
Cambridge Capital Management
Illinois
$209M +$22.2M +12% 43
LCM
2970
LCM Capital Management
Illinois
$208M +$16M +8% 114
SCM
2971
Sitrin Capital Management
California
$208M +$12.4M +6% 42
SS
2972
Sound Stewardship
Kansas
$208M +$14.5M +7% 66
UWM
2973
Udine Wealth Management
Florida
$208M +$19M +10% 40
PFA
2974
Peak Financial Advisors
Colorado
$208M +$13.1M +7% 109
JAM
2975
JW Asset Management
Florida
$208M +$5.49M +3% 21