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, 4,221 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
RHDIC
3451
R.H. Dinel Investment Counsel
California
$155M +$4.95M +3% 42
GMFG
3452
Greater Midwest Financial Group
Minnesota
$155M +$23.9M +18% 62
CCA
3453
Cooper Capital Advisors
California
$155M +$51.2M +49% 45
APW
3454
Atlantic Private Wealth
North Carolina
$155M +$5.76M +4% 255
D
3455
Dentgroup
Louisiana
$155M +$10.6M +7% 97
MCI
3456
MRP Capital Investments
Georgia
$155M +$9.16M +6% 201
PWAM
3457
Pinnacle West Asset Management
Wyoming
$154M +$9.75M +7% 117
KAM
3458
Kopion Asset Management
Texas
$154M +$5.96M +4% 20
SSIM
3459
Sheets Smith Investment Management
Texas
$154M +$40.3M +35% 161
LAIC
3460
Lederer & Associates Investment Counsel
California
$154M +$2.89M +2% 86
DWM
3461
Daner Wealth Management
Georgia
$154M +$9.02M +6% 100
AFP
3462
Alpha Financial Partners
Kentucky
$154M +$15M +11% 98
KFO
3463
Kopp Family Office
Minnesota
$154M -$910K -0.6% 27
SNBOSCI
3464
Security National Bank of Sioux City Iowa
Iowa
$154M +$11.1M +8% 90
ADMI
3465
Albert D. Mason Inc
Massachusetts
$154M +$15.4M +11% 147
BCA
3466
Bay Capital Advisors
Virginia
$154M +$22.4M +17% 115
FWM
3467
Fingerlakes Wealth Management
New York
$153M +$19.3M +14% 101
CW
3468
Code Waechter
Florida
$153M +$12.7M +9% 119
CCM
3469
Cox Capital Management
Massachusetts
$153M +$6.45M +4% 67
VAG
3470
Vannoy Advisory Group
Texas
$153M +$8.37M +6% 29
VFS
3471
Valpey Financial Services
New Hampshire
$153M +$8.18M +6% 72
SH
3472
SLT Holdings
Arizona
$153M +$18.6M +14% 154
AIFAIM
3473
American Institute for Advanced Investment Management
Arizona
$153M +$11.3M +8% 151
DIS
3474
Diversified Investment Strategies
Louisiana
$153M +$4.68M +3% 52
CPCP
3475
Cedar Point Capital Partners
Iowa
$153M +$10.7M +8% 69