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, 4,069 funds (~50%) 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
MMCM
3551
Murphy & Mullick Capital Management
New York
$135M +$11.7M +10% 717
CAM
3552
Clio Asset Management
Virginia
$135M +$7.19M +6% 15
BFS
3553
Burr Financial Services
California
$135M +$15.8M +13% 32
GWM
3554
GK Wealth Management
Nevada
$135M +$34M +34% 189
CWM
3555
Copia Wealth Management
Oregon
$135M +$16M +14% 492
BDL
3556
Bey-Douglas LLC
Georgia
$134M -$32.8M -20% 66
SFG
3557
Shum Financial Group
California
$134M 94
CW
3558
Cooksen Wealth
Texas
$134M +$9.5M +8% 90
AWA
3559
Arbor Wealth Advisors
Michigan
$134M +$10.7M +9% 56
MFG
3560
Mendota Financial Group
Wisconsin
$134M +$28.2M +27% 118
HPBT
3561
Hickory Point Bank & Trust
Illinois
$134M +$9.85M +8% 128
TWA
3562
Trace Wealth Advisors
California
$134M +$11.4M +9% 68
RPGNY
3563
Retirement Planning Group (New York)
New York
$134M +$19.9M +17% 90
PCMU
3564
Paragon Capital Management (Utah)
Utah
$134M +$2.57M +2% 72
AFW
3565
Avantra Family Wealth
Pennsylvania
$134M +$12.6M +10% 177
AI
3566
Axos Invest
Nevada
$134M +$1.05M +0.8% 25
AC
3567
Anson Capital
Georgia
$133M +$9.26M +7% 83
PA
3568
Persium Advisors
Georgia
$133M +$12.4M +10% 64
RWM
3569
Rolek Wealth Management
Pennsylvania
$133M +$17.6M +15% 16
MIM
3570
Macroview Investment Management
Maryland
$133M +$11.2M +9% 100
RWP
3571
Ridgeline Wealth Planning
Ohio
$133M +$11.7M +10% 42
CF
3572
Collier Financial
Colorado
$133M 131
JCM
3573
J2 Capital Management
Michigan
$133M +$7.44M +6% 133
FFA
3574
Fortune Financial Advisors
Kansas
$133M +$8.6M +7% 99
WCFP
3575
White & Co Financial Planning
Washington
$133M +$7.78M +6% 19