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
CIM
3476
Caldwell Investment Management
Ontario, Canada
$152M +$36.9M +32% 32
FS
3477
Financially Speaking
Colorado
$152M +$265K +0.2% 184
EWA
3478
EQ Wealth Advisors
Texas
$152M +$5.46M +4% 253
RWS
3479
Retirement Wealth Solutions
Wisconsin
$152M +$15.2M +11% 865
FW
3480
Fidato Wealth
Ohio
$152M +$12.2M +9% 15
WBCM
3481
Wilson & Boucher Capital Management
California
$152M +$8.76M +6% 115
TIAM2
3482
Tru Independence Asset Management 2
Oregon
$152M +$5.98M +4% 96
TA
3483
TPG Advisors
Illinois
$152M +$13.8M +10% 106
WA
3484
Whipplewood Advisors
Colorado
$152M -$30M -16% 1,211
BAS
3485
Breakthru Advisory Services
Wisconsin
$152M +$87.3M +135% 63
II
3486
Impact Investors
California
$152M +$10.3M +7% 109
PWM
3487
Palacios Wealth Management
Florida
$152M +$30.1M +25% 77
SOWAS
3488
Silver Oak Wealth Advisors Services
California
$152M +$13M +9% 39
IPAM
3489
Investment Partners Asset Management
New Jersey
$152M +$8.02M +6% 164
SCM
3490
Saxony Capital Management
Missouri
$152M +$21.2M +16% 161
SC
3491
Scratch Capital
Idaho
$152M +$28.7M +23% 63
BWM
3492
BCO Wealth Management
New Mexico
$152M +$11.3M +8% 38
LF
3493
Lighthouse Financial
Florida
$151M +$20.9M +16% 78
MSA
3494
McAlister Sweet & Associates
Texas
$151M +$38.7M +34% 29
HCWM
3495
Hidden Cove Wealth Management
Washington
$151M +$13.3M +10% 93
FFP
3496
Forbes Financial Planning
Rhode Island
$151M +$3.23M +2% 34
SCA
3497
Sippican Capital Advisors
Massachusetts
$151M +$13.6M +10% 115
SW
3498
Schulz Wealth
Texas
$151M +$17.5M +13% 67
AWA
3499
Authentikos Wealth Advisory
California
$151M +$19.5M +15% 65
CIG
3500
Cascade Investment Group
Colorado
$151M +$7.85M +5% 152