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
RLWM
3301
RF&L Wealth Management
Massachusetts
$170M +$15.2M +10% 61
IIL
3302
Insight Inv LLC
California
$170M +$21.2M +14% 121
4WM
3303
4J Wealth Management
Virginia
$170M +$22.2M +15% 98
BI
3304
Beckerman Institutional
New Jersey
$170M +$19.3M +13% 118
MGWA
3305
Monument Group Wealth Advisors
Massachusetts
$170M +$11M +7% 54
BFG
3306
Birch Financial Group
New Hampshire
$170M +$44.7M +36% 136
BWM
3307
BankPlus Wealth Management
Mississippi
$170M +$19.1M +13% 109
HC
3308
Hara Capital
Washington
$170M +$8.35M +5% 341
AC
3309
Attessa Capital
Arizona
$170M +$13.4M +9% 39
BFS
3310
Beacon Financial Strategies
North Carolina
$169M +$10.3M +6% 42
VIG
3311
Vienna Insurance Group
Poland
$169M +$10.3M +6% 93
TFA
3312
Tranquilli Financial Advisor
New Jersey
$169M +$7.74M +5% 124
BU
3313
Brown University
Rhode Island
$169M +$27.1M +19% 10
LWA
3314
Ledgewood Wealth Advisors
New Hampshire
$169M +$10.3M +6% 76
AFS
3315
Anderson Financial Strategies
Ohio
$169M +$12.5M +8% 46
CWI
3316
Conscious Wealth Investments
Florida
$169M +$12.1M +8% 58
SC
3317
Shearwater Capital
Colorado
$169M +$9.52M +6% 50
EFG
3318
Ehrlich Financial Group
California
$168M +$14.1M +9% 118
OAS
3319
Optivise Advisory Services
Tennessee
$168M -$27.6M -14% 245
OS
3320
Objectivity Squared
South Carolina
$168M +$22.2M +15% 56
MSRI
3321
Michael S. Ryan Inc
New York
$168M +$10.2M +6% 59
PWM
3322
PTM Wealth Management
United States
$168M +$16.4M +11% 54
IIM
3323
InTrack Investment Management
Vermont
$167M +$18.6M +13% 115
MG
3324
McHugh Group
Ohio
$167M +$17.6M +12% 81
LIA
3325
Lynx Investment Advisory
District of Columbia
$167M +$14M +9% 160