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
FF
3276
Farrow Financial
Vermont
$172M +$7.5M +5% 54
WFL
3277
Wealth Forward LLC
North Dakota
$172M +$23.4M +16% 44
DWM
3278
Defined Wealth Management
Oregon
$172M +$10.6M +7% 110
AFS
3279
AFG Fiduciary Services
Massachusetts
$172M +$16.9M +11% 96
OWA
3280
Oak Wealth Advisors
Illinois
$172M +$16.2M +10% 59
SL
3281
SFM LLC
New Hampshire
$172M +$16.1M +10% 62
TFM
3282
Trademark Financial Management
Minnesota
$172M +$8.26M +5% 96
SF
3283
Seros Financial
Arizona
$172M +$14M +9% 71
SIM
3284
SummerHaven Investment Management
Connecticut
$172M +$18.9M +12% 296
PFA
3285
Petra Financial Advisors
Colorado
$172M +$14.1M +9% 148
PPA
3286
Pacific Point Advisors
California
$171M -$13M -7% 131
FOFP
3287
Fee-Only Financial Planning
South Carolina
$171M +$9.87M +6% 43
JGGDR
3288
JGP Global Gestao de Recursos
Brazil
$171M -$32.9M -16% 46
MM
3289
MQS Management
New York
$171M -$9.99M -6% 697
SP
3290
Successful Portfolios
Florida
$171M +$8.69M +5% 181
EWM
3291
Echo Wealth Management
Minnesota
$171M +$8.18M +5% 46
WWM
3292
Whalen Wealth Management
Nevada
$171M +$11.8M +7% 277
WA
3293
WESPAC Advisors
California
$171M +$28.1M +20% 208
NCM
3294
Northland Capital Management
Minnesota
$171M +$8.56M +5% 31
AI
3295
Arrien Investments
Idaho
$171M +$12.7M +8% 41
IA
3296
IFS Advisors
Kansas
$171M +$38.7M +29% 179
AWP
3297
Axis Wealth Partners
Rhode Island
$171M +$18.6M +12% 162
NWMG
3298
Nicholson Wealth Management Group
South Carolina
$171M +$8.42M +5% 112
EA
3299
Echo45 Advisors
California
$171M +$12M +8% 61
MWM
3300
Melfa Wealth Management
Massachusetts
$171M +$12.3M +8% 207