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
SIA
3176
Stegner Investment Associates
Kentucky
$182M +$19.2M +12% 34
TC
3177
Tejara Capital
United Kingdom
$182M -$33.3M -15% 77
TWP
3178
Tower Wealth Partners
Pennsylvania
$182M +$12.9M +8% 96
PWP
3179
Pursue Wealth Partners
California
$182M +$6.07M +3% 120
PB
3180
Prime Buchholz
New Hampshire
$182M -$131M -42% 23
GCL
3181
Gouws Capital LLC
North Carolina
$182M +$17.8M +11% 56
HWA
3182
HMV Wealth Advisors
Louisiana
$182M +$29.3M +19% 84
DRP
3183
Decker Retirement Planning
Utah
$182M +$9.19M +5% 346
OC
3184
OxenFree Capital
Florida
$182M +$19.4M +12% 49
PI
3185
Pettee Investors
Connecticut
$182M +$14.5M +9% 114
GPI
3186
General Partner Inc
Pennsylvania
$182M +$11M +6% 174
CCA
3187
Coign Capital Advisors
Utah
$182M +$33.9M +23% 87
C
3188
Covestor
United Kingdom
$181M +$12M +7% 2,909
MAM
3189
MWA Asset Management
Massachusetts
$181M +$17.7M +11% 131
VFG
3190
V2 Financial group
Illinois
$181M +$14.7M +9% 94
PMIM
3191
Prudent Man Investment Management
Colorado
$180M -$43.5K -0% 169
RIM
3192
Ryan Investment Management
Colorado
$180M +$23.4M +15% 53
RWIA
3193
Roger Wittlin Investment Advisory
California
$180M +$495K +0.3% 44
WB
3194
West Bancorporation
Iowa
$180M +$21.6M +14% 116
SPWG
3195
Sage Private Wealth Group
Illinois
$180M +$23.7M +15% 93
KWM
3196
Kingsman Wealth Management
Florida
$180M +$19.2M +12% 77
DKCM
3197
Davidson Kahn Capital Management
California
$179M +$23.5M +15% 60
JSA
3198
Jim Saulnier & Associates
Colorado
$179M +$32.8M +22% 136
TCFP
3199
Treasure Coast Financial Planning
Florida
$179M +$7.67M +4% 45
BA
3200
Ballew Advisors
Mississippi
$179M +$10.7M +6% 127