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
AFA
3576
Avant Financial Advisors
Texas
$133M +$11.4M +9% 65
LAS
3577
Legacy Advisory Services
Pennsylvania
$133M +$6.45M +5% 51
CPA
3578
Cathy Pareto & Associates
Florida
$133M +$11.5M +10% 93
MWM
3579
MFG Wealth Management
Indiana
$132M +$13.7M +12% 69
KOMWMG
3580
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$132M +$6.11M +5% 90
NC
3581
Nightview Capital
Texas
$132M +$18.7M +17% 13
KCAM
3582
Kagan Cocozza Asset Management
New Jersey
$132M +$1.65M +1% 62
LFS
3583
Leibman Financial Services
Nebraska
$132M +$1.61M +1% 53
PWM
3584
PMG Wealth Management
Illinois
$131M +$10.1M +8% 55
TCM
3585
TT Capital Management
California
$131M +$7.55M +6% 77
PBRA
3586
Pine Brook Road Advisors
New York
$131M -$1.02M -0.8% 2
HC
3587
Hoese & Co
Minnesota
$131M +$6.85M +6% 154
FLFS
3588
Family Legacy Financial Solutions
North Carolina
$131M +$12.7M +11% 293
HAM
3589
Hedges Asset Management
Nevada
$131M +$6.08M +5% 110
PAYA
3590
Phil A. Younker & Associates
Alaska
$131M +$29.1M +29% 34
FFG
3591
Fortress Financial Group
Minnesota
$130M +$12.4M +10% 86
MCM
3592
Magnolia Capital Management
New York
$130M +$5.18M +4% 75
WH
3593
Willner & Heller
California
$130M +$11.5M +10% 167
NMCM
3594
Nicholson Meyer Capital Management
Missouri
$130M +$12M +10% 47
WN
3595
Williams & Novak
California
$130M +$12.4M +11% 156
TCCP
3596
Tide Cove Capital Partners
California
$130M +$3.65M +3% 11
CWMA
3597
Capstone Wealth Management (Alabama)
Alabama
$130M +$15.8M +14% 51
PW
3598
PUREfi Wealth
Massachusetts
$130M +$4.84M +4% 174
PWM
3599
Partnership Wealth Management
Maryland
$130M +$6.32M +5% 73
MWM
3600
Mascagni Wealth Management
Mississippi
$129M +$12M +10% 128