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, 4,121 funds (~51%) 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
ICMP
3501
Integrated Capital Management (Pennsylvania)
Pennsylvania
$143M +$12M +9% 74
ECA
3502
Elevate Capital Advisors
Colorado
$143M +$18M +14% 84
BF
3503
bLong Financial
Tennessee
$143M +$13.9M +11% 81
MVA
3504
Mount Vernon Associates
Maryland
$143M +$4.83M +3% 55
HF
3505
Holcombe Financial
Georgia
$143M +$10.4M +8% 44
CSI
3506
Cross Staff Investments
New York
$143M +$8.63M +6% 133
RWM
3507
Riverbend Wealth Management
South Carolina
$143M +$11.1M +8% 142
SMCM
3508
Sky-Mountain Capital Management
Idaho
$143M -$7.29M -5% 39
RCM
3509
RMR Capital Management
California
$143M +$3.28M +2% 80
KFSN
3510
Keystone Financial Services (Nebraska)
Nebraska
$143M +$11.3M +9% 54
TI
3511
Truxt Investmentos
Brazil
$143M 22
IW
3512
Instrumental Wealth
Florida
$143M +$16.8M +13% 74
CCG
3513
Coastwise Capital Group
California
$142M +$16.5M +13% 133
CCM
3514
Collar Capital Management
Wisconsin
$142M +$23.3M +20% 74
NWM
3515
Nova Wealth Management
Florida
$142M +$5.83M +4% 773
GWA
3516
Genesis Wealth Advisors
Massachusetts
$142M +$8.55M +6% 64
BOM
3517
Bank of Marin
California
$142M +$9.21M +7% 134
DQRIM
3518
Dale Q Rice Investment Management
Washington
$142M +$21.1M +18% 69
SWA
3519
Safir Wealth Advisors
New Hampshire
$142M +$5.27M +4% 16
CMMS
3520
Comprehensive Money Management Services
Florida
$141M +$9.49M +7% 191
VB
3521
Value Base
Israel
$141M -$33.8M -19% 7
CWM
3522
Comprehensive Wealth Management
Washington
$141M +$16.9M +14% 39
JWM
3523
JDH Wealth Management
California
$141M +$10.3M +8% 51
GWA
3524
Gibson Wealth Advisors
Texas
$141M +$6.17M +5% 41
SVBP
3525
Strategic Value Bank Partners
Ohio
$141M -$34.3M -20% 16