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
CWM
3326
Certus Wealth Management
California
$167M +$11.8M +8% 60
SSCM
3327
Spectrum Strategic Capital Management
Oregon
$167M +$10M +6% 42
SFC
3328
Swisher Financial Concepts
Ohio
$167M +$11.9M +8% 95
FIS
3329
Fischer Investment Strategies
California
$167M +$17.7M +12% 38
DF
3330
Define Financial
California
$167M +$14.9M +10% 41
FIA
3331
FPC Investment Advisory
California
$167M +$6.67M +4% 28
GF
3332
Gimbal Financial
Indiana
$167M +$3.76M +2% 58
GWM
3333
Greenhouse Wealth Management
Connecticut
$167M +$11.3M +7% 61
SIM
3334
Sterling Investment Management
Arizona
$166M +$15.5M +10% 67
EFIC
3335
Eliot Finkel Investment Counsel
California
$166M +$11.1M +7% 33
PCM
3336
Ping Capital Management
New York
$166M -$10.5M -6% 65
WCM
3337
Warburton Capital Management
Oklahoma
$166M -$2.6M -2% 63
ALWM
3338
Andrews Lucia Wealth Management
California
$166M +$12.1M +8% 32
AC
3339
Avory & Company
Florida
$166M +$1.99M +1% 35
ASG
3340
Ariston Services Group
California
$166M +$25.3M +18% 75
KFS
3341
Keynote Financial Services
Connecticut
$166M +$17.1M +11% 166
KWA
3342
Kellett Wealth Advisors
Ohio
$166M +$12.4M +8% 79
IAIM
3343
Industrial Alliance Investment Management
Quebec, Canada
$166M +$17M +11% 6
MCA
3344
Martin Capital Advisors
Texas
$166M +$11.9M +8% 74
TWCA
3345
Two West Capital Advisors
Kansas
$166M +$12.9M +8% 99
KCM
3346
KRS Capital Management
Michigan
$166M +$16M +11% 118
TC
3347
Tacita Capital
Ontario, Canada
$165M +$9.92M +6% 224
LAM
3348
Lakewood Asset Management
Illinois
$165M +$15.7M +10% 105
PW
3349
Pandora Wealth
Illinois
$165M +$2.58M +2% 301
FA
3350
Financial Alternatives
California
$165M +$11.5M +7% 88