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
CFO
3226
Custos Family Office
Texas
$177M -$137M -44% 81
ECP
3227
Elemental Capital Partners
California
$177M 6
SWP
3228
Semus Wealth Partners
Florida
$177M +$22.4M +15% 124
WPEP
3229
Walnut Private Equity Partners
Nebraska
$177M +$5.36M +3% 13
RWM
3230
Riverchase Wealth Management
Texas
$177M +$18.9M +12% 77
WWM
3231
Wolff Wiese Magana
California
$177M +$15M +9% 1,043
CC
3232
Carlson Capital
Texas
$176M +$543K +0.3% 94
GWAM
3233
Guardian Wealth Advisors (Minnesota)
Minnesota
$176M +$7.48M +4% 79
CPL
3234
CAP Partners LLC
Tennessee
$176M +$17.3M +11% 152
FAG
3235
Financial Architects (Georgia)
Georgia
$176M +$11.3M +7% 29
CCA
3236
Cypress Capital Advisors
Tennessee
$176M +$15.8M +10% 76
CC
3237
Colrain Capital
Massachusetts
$176M +$46M +35% 23
BWM
3238
Base Wealth Management
Florida
$175M +$19.4M +12% 65
SPI
3239
Sutton Place Investors
New York
$175M +$9.23M +6% 125
VF
3240
Vestment Financial
Minnesota
$175M +$17.6M +11% 42
SWMG
3241
Sard Wealth Management Group
Georgia
$175M +$13M +8% 55
CNWM
3242
Clay Northam Wealth Management
California
$175M +$18.6M +12% 102
TWM
3243
TLW Wealth Management
Florida
$175M -$4.71M -3% 19
EIM
3244
Ervin Investment Management
Washington
$175M +$14.9M +9% 42
HA
3245
Hofer & Associates
California
$175M +$14.4M +9% 61
EF
3246
Envision Financial
Wisconsin
$174M +$24.5M +16% 46
HFS
3247
Hoge Financial Services
Pennsylvania
$174M +$13.6M +8% 72
CAM
3248
Councilmark Asset Management
Tennessee
$174M +$16.5M +10% 89
MIM
3249
Merrion Investment Management
New Jersey
$174M +$20.1M +13% 108
FCM
3250
Fire Capital Management
California
$174M +$16.7M +11% 98