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
PCM
3426
Palouse Capital Management
Washington
$157M +$5.64M +4% 135
SA
3427
SFI Advisors
New Jersey
$157M +$12.5M +9% 64
SOWBOCOPL
3428
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$157M +$1.27M +0.8% 6
FTIA
3429
Four Tree Island Advisory
New Hampshire
$157M +$14.8M +10% 22
RAM
3430
Robocap Asset Management
United Kingdom
$157M -$1.67M -1% 26
EMC
3431
Everest Management Corp
California
$157M +$17.7M +13% 72
BCG
3432
BayBridge Capital Group
California
$157M +$1.06M +0.7% 102
DO
3433
denkapparat Operations
Germany
$157M +$31.5M +25% 292
SWA
3434
Sterling Wealth Advisors
Florida
$157M +$15.4M +11% 21
NWM
3435
Navigoe Wealth Management
California
$157M +$24.2M +18% 294
IJWM
3436
Inman Jager Wealth Management
Mississippi
$157M +$8.7M +6% 84
FWMM
3437
Foundation Wealth Management (Missouri)
Missouri
$156M +$12.9M +9% 47
TCM
3438
Tassel Capital Management
North Carolina
$156M +$26M +20% 39
CWA
3439
Clearview Wealth Advisors
Oregon
$156M +$12.7M +9% 104
PSIWM
3440
Paradigm Strategies in Wealth Management
Minnesota
$156M +$3.4M +2% 56
RA
3441
RiverTree Advisors
Florida
$156M +$7.06M +5% 62
DWM
3442
DecisionMap Wealth Management
Virginia
$156M +$10.2M +7% 132
FSBI
3443
Fearless Solutions (Best Invest)
Texas
$156M +$13M +9% 117
CFS
3444
Coordinated Financial Services
Colorado
$156M +$11.6M +8% 161
LP
3445
LB Partners
Virginia
$156M -$842K -0.5% 29
MAM
3446
McCarthy Asset Management
California
$156M +$8.53M +6% 27
LF
3447
LifeSteps Financial
California
$156M +$10.1M +7% 89
PCP
3448
Panoramic Capital Partners
Oregon
$156M +$11.5M +8% 63
RWM
3449
Refined Wealth Management
Utah
$156M +$10.1M +7% 36
SVWA
3450
Sarver Vrooman Wealth Advisors
Missouri
$156M +$5.12M +3% 134