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
CIM
3526
Chapman Investment Management
California
$141M -$2.7M -2% 32
IIM
3527
Illumine Investment Management
Washington
$140M +$14.7M +12% 94
WGS
3528
Washington Growth Strategies
District of Columbia
$140M +$9.36M +7% 53
WFS
3529
WealthGarden F.S.
California
$140M +$19.7M +16% 157
WCM
3530
Washington Capital Management
Washington
$140M +$5.56M +4% 133
SRHG
3531
Stone Ridge Holdings Group
New York
$140M -$142M -50% 48
QAM
3532
QSM Asset Management
United Kingdom
$140M +$31.4M +29% 20
ACL
3533
Applied Capital LLC
Florida
$140M +$5.57M +4% 88
CSI
3534
Clark & Stuart Inc
Maine
$140M +$7.08M +5% 52
AWM
3535
Apex Wealth Management
New Hampshire
$140M +$15.2M +12% 59
SF
3536
Strategent Financial
Virginia
$140M +$11.6M +9% 37
SMAM
3537
Sugar Maple Asset Management
Wisconsin
$140M +$11.5M +9% 89
BGAI
3538
Bruce G. Allen Investments
Colorado
$140M +$7.69M +6% 1,112
SA
3539
Sage Advisors
Colorado
$140M -$528K -0.4% 42
HGP
3540
Haven Global Partners
Georgia
$140M +$12.1M +9% 12
PWCM
3541
Processus Wealth & Capital Management
Tennessee
$139M +$12.9M +10% 35
GFA
3542
Gladwyn Financial Advisors
Virginia
$139M +$10.1M +8% 86
RSWA
3543
Robinson Smith Wealth Advisors
Maine
$139M +$14.2M +11% 96
HTWM
3544
Hartmann Taylor Wealth Management
Texas
$139M +$19.2M +16% 54
WCM
3545
Winebrenner Capital Management
Kentucky
$139M +$15.2M +12% 140
IAG
3546
Ipsen Advisor Group
Arkansas
$139M +$7.76M +6% 106
TPCM
3547
Templeton & Phillips Capital Management
Tennessee
$139M +$634K +0.5% 55
VF
3548
Visa Foundation
California
$139M +$10.3M +8% 1
PHIC
3549
Pine Haven Investment Counsel
Massachusetts
$138M +$11.2M +9% 119
DC
3550
Dahring Cusmano
Michigan
$138M +$10.1M +8% 62