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
AIFS
3001
A&I Financial Services
Colorado
$205M +$27.7M +16% 86
SWP
3002
Significant Wealth Partners
Illinois
$205M +$1.06M +0.5% 110
UOC
3003
University of Chicago
Illinois
$205M +$87.1M +74% 11
MMHP
3004
Murphy Middleton Hinkle & Parker
Georgia
$205M +$25.9M +14% 140
CGH
3005
CMG Global Holdings
Texas
$204M +$14.5M +8% 94
IRM
3006
Income Research & Management
Massachusetts
$204M -$170M -45% 42
SCM
3007
Spring Capital Management
Texas
$204M +$14.5M +8% 51
CA
3008
CWC Advisors
Oregon
$204M +$10.7M +6% 153
CWM
3009
Chronos Wealth Management
Florida
$204M +$10.9M +6% 41
RA
3010
Riverstone Advisors
Texas
$204M +$18.9M +10% 64
DLHL
3011
Donald L. Hagan LLC
Florida
$204M +$3.43M +2% 93
PIM
3012
Peregrine Investment Management
Ontario, Canada
$204M +$47.1M +30% 26
CE
3013
Cornerstone Enterprises
Wisconsin
$203M +$17.6M +9% 33
RA
3014
Rockingstone Advisors
Massachusetts
$203M +$12.5M +7% 108
FCFC
3015
First Citizens Financial Corp
Iowa
$202M +$20.5M +11% 137
5SA
3016
5th Street Advisors
Connecticut
$202M +$603K +0.3% 34
GI
3017
GS Investments
Minnesota
$202M -$23.7M -11% 119
SIAM
3018
Sterling Investment Advisors (Missouri)
Missouri
$202M +$9.83M +5% 40
MWM
3019
Meritas Wealth Management
California
$202M +$20M +11% 59
SGWM
3020
Sterling Group Wealth Management
California
$202M +$21.2M +12% 56
FU
3021
Fairfield University
Connecticut
$202M +$20.7M +11% 3
DCM
3022
Dilation Capital Management
New York
$202M +$14.1M +7% 26
MWM
3023
Massachusetts Wealth Management
Massachusetts
$202M +$24.2M +14% 98
BW
3024
BostonPremier Wealth
Massachusetts
$201M +$21M +12% 74
WAM
3025
Werlinich Asset Management
Connecticut
$201M +$18.1M +10% 63