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
AL
3051
ADE LLC
Maryland
$198M +$9.85M +5% 88
4FG
3052
4Thought Financial Group
New York
$198M +$9.58M +5% 90
LWM
3053
Latko Wealth Management
Illinois
$197M +$19.3M +11% 33
DAS
3054
DMKC Advisory Services
Iowa
$197M +$6.09M +3% 81
UAM
3055
Unison Asset Management
Florida
$197M -$1.47M -0.7% 32
TTA
3056
Thor Trading Advisors
Pennsylvania
$197M +$117M +146% 13
CCC
3057
Cincinnati Casualty Company
Ohio
$197M +$7.84M +4% 24
PAW
3058
Plan A Wealth
Nebraska
$197M +$20.1M +11% 179
SF
3059
SWP Financial
California
$196M +$14.3M +8% 78
KGP
3060
Keystone Global Partners
Colorado
$196M +$12.7M +7% 158
SGM
3061
Scalar Gauge Management
Texas
$196M +$21.3M +12% 39
CFIM
3062
Client First Investment Management
Wisconsin
$196M +$33M +20% 47
BCM
3063
Birch Capital Management
Texas
$196M +$702K +0.4% 81
FCB
3064
First County Bank
Connecticut
$196M +$9.98M +5% 170
ICMARC
3065
International City Management Association Retirement Corp
District of Columbia
$196M +$8.39M +4% 6
HAS
3066
Horizon Advisory Services
New York
$195M +$9.29M +5% 47
MPWS
3067
McCarter Private Wealth Services
Massachusetts
$195M +$20.4M +12% 130
PWMG
3068
Pinnacle Wealth Management Group
Michigan
$195M +$20.7M +12% 131
SM
3069
Salzhauer Michael
$195M +$36.5M +23% 89
TC
3070
Touchstone Capital
Pennsylvania
$195M 49
RWRC
3071
R.W. Roge & Company
New York
$195M +$18.9M +11% 59
QHA
3072
Quarry Hill Advisors
Minnesota
$195M +$23.1M +13% 52
MLRA
3073
Main Line Retirement Advisors
Montana
$195M +$19.3M +11% 46
BFA
3074
Brendel Financial Advisors
New Hampshire
$195M +$16.2M +9% 127
TF
3075
Tenon Financial
New Jersey
$195M -$31.7M -14% 49