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
PBO
3376
Peoples Bank (Ohio)
Ohio
$163M +$892K +0.6% 101
KCM
3377
Kerusso Capital Management
North Carolina
$163M +$1.12M +0.7% 59
FFWA
3378
Forthright Family Wealth Advisory
Texas
$163M +$4.77M +3% 60
BAM
3379
Byrne Asset Management
New Jersey
$163M +$11.5M +8% 624
LKWM
3380
Lee-Kelleher Wealth Management
Maryland
$162M +$11.9M +8% 41
HWA
3381
Heritage Wealth Architects
Minnesota
$162M +$26.5M +20% 59
IWA
3382
Invera Wealth Advisors
Oregon
$162M +$8.9M +6% 88
CCG
3383
Catalina Capital Group
California
$162M +$13.9M +9% 171
SFA
3384
Salus Financial Advisors
Colorado
$162M +$13.3M +9% 33
GPWM
3385
Grant Private Wealth Management
California
$162M -$14.3M -8% 174
TDC
3386
Thompson Davis & Co
Virginia
$162M +$15.3M +10% 180
KA
3387
Kure Advisory
Minnesota
$162M +$11.1M +7% 49
GA
3388
Gagnon Advisors
New York
$162M +$13.1M +9% 26
CPL
3389
Capital & Planning LLC
Georgia
$162M +$14.7M +10% 40
AI
3390
Axecap Investments
Ohio
$162M +$8.33M +5% 91
AI
3391
Aflac Inc
Georgia
$161M -$42.7M -21% 3
LG
3392
LAM Group
Oregon
$161M +$11.7M +8% 73
RFS
3393
Richardson Financial Services
Massachusetts
$161M +$12.4M +8% 657
FRA
3394
FFG Retirement Advisors
Colorado
$161M +$1.54M +1% 50
WWWM
3395
White Wing Wealth Management
Texas
$161M +$13.5M +9% 37
SCM
3396
Sunbeam Capital Management
Georgia
$161M +$28.9M +22% 105
BRWM
3397
Blue Rock Wealth Management
North Carolina
$161M +$17M +12% 112
FIG
3398
FSA Investment Group
Florida
$160M +$25.4M +19% 40
OA
3399
Oceanside Advisors
South Carolina
$160M +$10.5M +7% 48
PFMU
3400
Privium Fund Management (UK)
United Kingdom
$160M +$3.85M +2% 13