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
SWIM
3076
Smallwood Wealth Investment Management
New Jersey
$195M +$19.4M +11% 598
TCPG
3077
Trivant Custom Portfolio Group
California
$195M +$12.5M +7% 105
EFSCE
3078
Enterprise Financial Services Corp (EFSC)
Missouri
$194M +$6.61M +4% 170
FF
3079
Friedenthal Financial
New Jersey
$194M +$11.2M +6% 324
BWM
3080
Birchcreek Wealth Management
Ohio
$194M +$17M +10% 122
DCM
3081
Delta Capital Management
New Jersey
$193M +$14.6M +8% 106
BDL
3082
Banque de Luxembourg
Luxembourg
$193M +$18.8M +11% 93
B
3083
Birchbrook
Maine
$193M +$6.74M +4% 280
TVWM
3084
Tower View Wealth Management
Wisconsin
$193M +$371K +0.2% 200
BFP
3085
Beacon Financial Planning
Massachusetts
$193M +$14M +8% 54
RF
3086
RHS Financial
California
$193M +$16.7M +10% 142
CWM
3087
CarsonAllaria Wealth Management
Illinois
$192M +$5.83M +3% 357
PC
3088
Pelham Capital
United Kingdom
$192M +$6.13M +3% 17
OF
3089
Optimize Financial
California
$192M +$28.6M +17% 458
TVM
3090
True Vision MN
Minnesota
$192M +$11.1M +6% 117
RHI
3091
Richmond Hill Investments
New York
$192M -$2.7M -1% 3
HWA
3092
Hilltop Wealth Advisors
North Carolina
$192M +$13.9M +8% 53
PRI
3093
Prepared Retirement Institute
Pennsylvania
$192M +$22.1M +13% 91
EM
3094
ELCO Management
New York
$192M +$904K +0.5% 171
SWMP
3095
Signature Wealth Management Partners
New Jersey
$191M +$16.1M +9% 116
BFA
3096
Brown Financial Advisory
Alabama
$191M +$9.75M +5% 56
CWM
3097
Cadence Wealth Management
Massachusetts
$191M +$39.7M +26% 59
EWM
3098
Evergreen Wealth Management
Michigan
$191M +$12.5M +7% 56
NF
3099
NavPoint Financial
Minnesota
$191M +$25.2M +15% 66
MCM
3100
Mendel Capital Management
Arkansas
$191M +$15.3M +9% 96