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
SAS
3101
Sage Advisory Services
Texas
$191M +$7.08M +4% 46
STA
3102
Smith Thornton Advisors
Alabama
$191M +$16.7M +10% 139
GWM
3103
Global Wealth Management
New Jersey
$190M +$8.14M +4% 35
SGH
3104
Sivik Global Healthcare
Connecticut
$190M -$33.1M -15% 64
FFG
3105
Foundry Financial Group
New Hampshire
$190M +$14.7M +8% 66
OCM
3106
Orser Capital Management
Texas
$190M +$49.8M +35% 74
LWM
3107
Level Wealth Management
North Carolina
$190M +$18M +10% 64
CCM
3108
Cloud Capital Management
Washington
$190M +$29.4M +18% 1,591
LFASL
3109
Lugano Financial Advisors SA (LFA)
Switzerland
$190M +$20.9M +12% 257
PCM
3110
Piedmont Capital Management
Montana
$190M +$16.6M +10% 57
BSC
3111
Brown Shipley & Co
United Kingdom
$189M +$7.78M +4% 74
SCM
3112
Sheridan Capital Management
California
$189M +$44.3M +31% 37
OW
3113
Olistico Wealth
Oklahoma
$189M +$9.11M +5% 366
WI
3114
Wafra Inc
New York
$189M +$22M +13% 2
LWP
3115
Laurel Wealth Planning
Minnesota
$189M +$13.2M +7% 59
FNBOH
3116
First National Bank of Hutchinson
Kansas
$189M +$28.3M +18% 106
CQWA
3117
Chokshi & Queen Wealth Advisors
California
$189M +$14.3M +8% 64
GITFIT
3118
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$189M -$2.98M -2% 146
KA
3119
Kearns & Associates
California
$188M +$13.9M +8% 45
VCS
3120
Vaughan & Co Securities
New Jersey
$188M +$13.9M +8% 58
MHFA
3121
Mission Hills Financial Advisory
California
$188M +$27.1M +17% 49
CFSG
3122
Clark Financial Services Group
Missouri
$188M +$25.5M +16% 105
MI
3123
Motiv8 Investments
Florida
$188M +$24.5M +15% 107
FB
3124
First Bancorp
Maine
$188M +$13.8M +8% 134
AIM
3125
Ausbil Investment Management
Australia
$187M +$16.9M +10% 85