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, 4,228 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
GL
3401
Gerber LLC
Ohio
$159M +$16.9M +12% 99
BFP
3402
Brewster Financial Planning
New York
$159M +$10.8M +7% 27
IPWA
3403
International Private Wealth Advisors
California
$159M +$42.4M +36% 184
MAMG
3404
Milestone Asset Management Group
Connecticut
$159M +$23.9M +18% 114
TT
3405
TI-Trust
Illinois
$159M +$9.73M +7% 132
FFWM
3406
Future Financial Wealth Management
Ohio
$159M +$12.1M +8% 473
BBA
3407
Braun-Bostich & Associates
Pennsylvania
$159M +$12.3M +8% 129
SMF
3408
Sterling Manor Financial
New York
$159M +$8.62M +6% 36
ZRP
3409
Zynergy Retirement Planning
New Jersey
$159M +$9.48M +6% 28
PWA
3410
Providence Wealth Advisors
Illinois
$159M +$12.8M +9% 88
VWA
3411
VERITY Wealth Advisors
United States
$158M +$9.46M +6% 79
NC
3412
Nipun Capital
California
$158M -$26M -14% 13
GIS
3413
Graphene Investments SAS
France
$158M +$4.72M +3% 47
OC
3414
Optimas Capital
Hong Kong
$158M +$63.3M +67% 42
LA
3415
Lakeside Advisors
Washington
$158M +$2.91M +2% 64
DWMS
3416
Dominguez Wealth Management Solutions
Virginia
$158M +$13.9M +10% 64
ICVCFVA
3417
IDG China Venture Capital Fund V Associates
Hong Kong
$158M +$25.2M +19% 1
SI
3418
Stonekeep Investments
New Mexico
$158M +$9.31M +6% 66
RB
3419
Renasant Bank
Mississippi
$158M +$7.76M +5% 162
WCM
3420
WestBridge Capital Management
Mauritius
$157M -$42M -21% 1
MGW
3421
MB Generational Wealth
Washington
$157M 66
FHC
3422
Fort Henry Capital
West Virginia
$157M +$8.66M +6% 17
MEG
3423
Millstone Evans Group
Colorado
$157M +$10.7M +7% 851
BCM
3424
Brooktree Capital Management
Michigan
$157M +$4.43M +3% 43
PWA
3425
Primoris Wealth Advisors
Florida
$157M +$10.7M +7% 117