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
GGA
3351
Granite Group Advisors
Connecticut
$165M -$1M -0.6% 83
CIA
3352
Cascade Investment Advisors
Oregon
$165M +$9.35M +6% 118
SBCM
3353
Silverberg Bernstein Capital Management
New York
$165M +$19M +13% 69
JF
3354
Jericho Financial
Ohio
$165M +$13.1M +9% 42
AWMNY
3355
Arcadia Wealth Management (New York)
New York
$165M +$17.8M +12% 59
MC
3356
Marest Capital
California
$165M +$36M +28% 29
EFMH
3357
E Fund Management (HK)
Hong Kong
$164M +$60.3M +58% 370
AA
3358
Atmos Advisory
Pennsylvania
$164M +$7.23M +5% 20
AH
3359
Addis & Hill
Pennsylvania
$164M +$10.9M +7% 27
WHCI
3360
W.H. Cornerstone Investments
Massachusetts
$164M +$6.2M +4% 120
AMAL
3361
Asset Management Advisors LLC
Oklahoma
$164M +$14.9M +10% 18
PTCG
3362
Pring Turner Capital Group
California
$164M +$9M +6% 69
RFS
3363
Retirement Financial Solutions
Tennessee
$164M +$2.45M +2% 49
KFG
3364
Kingdom Financial Group
Arizona
$164M +$49.1M +43% 87
UPS
3365
UHLMANN PRICE SECURITIES
Illinois
$164M +$23.4M +17% 204
MFA
3366
McClarren Financial Advisors
Pennsylvania
$164M +$9.85M +6% 76
SG
3367
Stanich Group
New York
$163M +$51.7M +46% 57
LFA
3368
Legend Financial Advisors
Pennsylvania
$163M +$12.6M +8% 172
MIM
3369
Meixler Investment Management
Arizona
$163M +$17.9M +12% 103
PWSG
3370
Pacific Wealth Strategies Group
California
$163M +$10.5M +7% 64
CC
3371
CF Capital
Massachusetts
$163M +$84.6M +108% 56
KPPF
3372
Klein Pavlis & Peasley Financial
California
$163M +$13M +9% 99
FFA
3373
Frazier Financial Advisors
Ohio
$163M +$21.1M +15% 695
TMWM
3374
Taylor & Morgan Wealth Management
Michigan
$163M +$14.7M +10% 74
AIM
3375
Archer Investment Management
Texas
$163M +$25M +18% 63