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
SFC
3201
Sprinkle Financial Consultants
Colorado
$179M +$15.5M +9% 86
SRA
3202
Secured Retirement Advisors
Minnesota
$179M +$11.3M +7% 125
YWM
3203
Yardley Wealth Management
Pennsylvania
$179M -$3.86M -2% 41
WCM
3204
Washburn Capital Management
Florida
$179M +$8.41M +5% 58
SWM
3205
Salvus Wealth Management
New Jersey
$179M +$7.66M +4% 137
VH
3206
Visionary Horizons
Tennessee
$179M +$20.9M +13% 122
WU
3207
Washington University
Missouri
$179M +$57.1M +47% 5
RC
3208
Renaissance Capital
Connecticut
$178M +$35M +24% 33
O3W
3209
Omni 360 Wealth
New Jersey
$178M +$17.3M +11% 122
WAM
3210
Walker Asset Management
Missouri
$178M +$5.07M +3% 152
WAC
3211
William Allan Corp
Colorado
$178M +$6.7M +4% 51
WFAG
3212
Worth Financial Advisory Group
North Carolina
$178M +$15.4M +9% 159
SFG
3213
Sowa Financial Group
Rhode Island
$178M +$18.1M +11% 27
CAM
3214
Clarity Asset Management
Iowa
$178M +$10.7M +6% 267
ACM
3215
AUA Capital Management
Pennsylvania
$178M +$10.8M +6% 77
CC
3216
Corsicana & Co
Texas
$178M 261
PI
3217
Pachira Investments
California
$178M +$45.7M +35% 65
FCMA
3218
Foresight Capital Management Advisors
Michigan
$178M +$5.89M +3% 104
PIA
3219
Panoramic Investment Advisors
Colorado
$178M +$15M +9% 129
MF
3220
Meridian Financial
Massachusetts
$178M +$23M +15% 141
KFGG
3221
Keystone Financial Group (Georgia)
Georgia
$177M +$20.4M +13% 153
PSC
3222
Prentiss Smith & Co
Vermont
$177M +$9.06M +5% 69
NLWP
3223
Next Level Wealth Planning
Idaho
$177M +$21M +13% 62
AIC
3224
Allodium Investment Consultants
Minnesota
$177M +$19.1M +12% 51
ACM
3225
Andina Capital Management
Utah
$177M +$34.2M +24% 158