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
CASB
3126
Cape Ann Savings Bank
Massachusetts
$187M +$19.9M +12% 110
LHWM
3127
Lake Hills Wealth Management
Texas
$187M +$12.6M +7% 65
MWA
3128
MN Wealth Advisors
Kansas
$187M +$15.3M +9% 120
CH
3129
Cromwell Holdings
Wyoming
$187M +$22.2M +13% 1,045
VFA
3130
Values First Advisors
Tennessee
$187M +$3.24M +2% 187
OPWM
3131
Oxinas Partners Wealth Management
Indiana
$187M -$8.06M -4% 133
AWM
3132
Aegis Wealth Management
Maryland
$187M +$19.9M +12% 134
DJYG
3133
David J. Yvars Group
Florida
$187M +$16M +9% 96
WBWA
3134
William B. Walkup & Associates
South Carolina
$187M +$16.9M +10% 165
HCP
3135
Hardin Capital Partners
South Carolina
$186M +$16.2M +10% 122
TWM
3136
Trevian Wealth Management
Massachusetts
$186M +$22.4M +14% 41
SA
3137
Sylvest Advisors
Texas
$186M +$12.6M +7% 76
CA
3138
Corrado Advisors
New Jersey
$186M +$22.6M +14% 120
FAG
3139
Fortitude Advisory Group
Washington
$186M +$11.1M +6% 232
FCC
3140
Flower City Capital
New York
$186M +$16.4M +10% 44
CFG
3141
Cosner Financial Group
Colorado
$186M +$6.39M +4% 38
GAA
3142
Guardian Asset Advisors
Pennsylvania
$186M +$11.7M +7% 110
BP
3143
BCK Partners
New York
$186M +$15.3M +9% 27
LKBC
3144
L.K. Benson & Company
Maryland
$186M +$22.7M +14% 107
SG
3145
Stephens Group
Arkansas
$185M +$3.83M +2% 3
BWG
3146
Boomfish Wealth Group
Georgia
$185M +$12.3M +7% 89
CA
3147
Carson Advisory
Georgia
$185M +$28M +18% 180
FCCM
3148
First City Capital Management
Georgia
$185M +$12.1M +7% 154
AW
3149
Apricus Wealth
South Carolina
$185M +$13.4M +8% 132
CCM
3150
Charter Capital Management
Wisconsin
$185M +$15M +9% 65