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
AWP
3026
Avid Wealth Partners
Texas
$201M +$26.4M +15% 56
CWA
3027
Capital Wealth Alliance
Arizona
$201M +$15.2M +8% 86
BA
3028
Baugh & Associates
Georgia
$201M +$9.25M +5% 43
TFCM
3029
Taylor Frigon Capital Management
Arizona
$201M +$13M +7% 94
PWG
3030
Private Wealth Group
Florida
$201M +$13M +7% 68
EWS
3031
Eagle Wealth Strategies
New Jersey
$201M +$22.2M +12% 111
FCM
3032
Floyd Capital Management
Texas
$201M +$61.2M +44% 1
CIC
3033
Cornercap Investment Counsel
Georgia
$201M +$8.84M +5% 157
FWM
3034
Finer Wealth Management
Massachusetts
$201M +$13.6M +7% 89
EFS
3035
Econ Financial Services
Pennsylvania
$201M +$6.4M +3% 108
AFTS
3036
American Financial & Tax Strategies
New York
$200M +$6.83M +4% 94
HI
3037
Harrington Investments
California
$200M +$11.3M +6% 85
AWAP
3038
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$200M +$16.6M +9% 152
IC
3039
Innealta Capital
Texas
$200M +$10.5M +6% 125
BOJHT
3040
Bank of Jackson Hole Trust
Wyoming
$200M +$23.6M +13% 471
CB
3041
Chris Bulman
California
$200M +$24.3M +14% 152
UI
3042
Unconventional Investor
New Hampshire
$199M +$18.5M +10% 46
SNBOSD
3043
Security National Bank of So Dak
Iowa
$199M +$15.4M +8% 115
MWM
3044
MOKAN Wealth Management
Kansas
$199M +$19.9M +11% 103
BAM
3045
Beaumont Asset Management
Texas
$199M +$12.5M +7% 73
CCM
3046
Ciovacco Capital Management
Georgia
$199M +$14.8M +8% 31
PWM
3047
Pacific Wealth Management
California
$199M -$3.94M -2% 26
GPW
3048
Gray Private Wealth
Massachusetts
$198M +$12.3M +7% 48
HSWS
3049
Higgins & Schmidt Wealth Strategies
Colorado
$198M +$17.3M +10% 57
KWM
3050
Kiker Wealth Management
Georgia
$198M +$20.6M +12% 682