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
IFA
3151
Interactive Financial Advisors
Illinois
$185M -$20.2M -10% 88
SIM
3152
Strategic Investment Management
Virginia
$185M -$1.73M -0.9% 14
KTC
3153
Kentucky Trust Company
Kentucky
$185M +$10.3M +6% 300
SIA
3154
Spectrum Investment Advisors
Wisconsin
$185M +$12.3M +7% 31
PIM
3155
Pullen Investment Management
Florida
$185M +$18.7M +11% 105
HCP
3156
Hiddenite Capital Partners
New York
$184M +$17M +10% 39
NCMW
3157
Northern Capital Management (Washington)
Washington
$184M +$14.3M +8% 47
CP
3158
Castleview Partners
Texas
$184M +$28.5M +18% 199
GFL
3159
Granite FO LLC
New Hampshire
$184M +$7.58M +4% 195
MAMU
3160
Myriad Asset Management US
Florida
$184M +$33M +22% 64
WAM
3161
WFA Asset Management
Wisconsin
$184M +$7.08M +4% 212
SFS
3162
Sharp Financial Services
Pennsylvania
$184M +$28.8M +19% 110
DEM
3163
Disciplined Equity Management
Florida
$184M +$13.4M +8% 69
CCA
3164
Clarity Capital Advisors
Florida
$184M +$12.2M +7% 87
HWM
3165
HFG Wealth Management
Texas
$184M +$19.5M +12% 59
DC
3166
Destiny Capital
Colorado
$183M +$17.6M +11% 53
LFWA
3167
LBJ Family Wealth Advisors
Texas
$183M +$11.5M +7% 29
BAS
3168
Brueske Advisory Services
Washington
$183M +$36.3M +25% 69
CRCM
3169
Crystal Rock Capital Management
Illinois
$183M +$9.75M +6% 33
CCP
3170
Cassia Capital Partners
North Carolina
$183M +$16.9M +10% 60
VIP
3171
Viewpoint Investment Partners
Alberta, Canada
$183M +$270K +0.1% 36
SRCM
3172
Signature Resources Capital Management
California
$183M +$18.2M +11% 562
KRW
3173
Kaufman Rossin Wealth
Florida
$183M +$24.7M +16% 181
BFG
3174
Baron Financial Group
New Jersey
$183M +$12.1M +7% 51
VIA
3175
Victrix Investment Advisors
Florida
$182M -$43.5M -19% 105