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, 4,030 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
CIM
3601
Courant Investment Management
Tennessee
$127M +$3M +2% 9
KCIC
3602
Kuhn & Co Investment Counsel
Illinois
$126M -$5.93M -4% 137
CNTOF
3603
Canandaigua National Trust of Florida
New York
$126M -$14.4M -10% 125
EI
3604
EDMP Inc
Florida
$126M +$8.68M +7% 72
LWM
3605
Lionshead Wealth Management
New York
$126M +$17.7M +16% 104
SAM
3606
Seelaus Asset Management
New Jersey
$126M +$13M +11% 193
GIM
3607
Guild Investment Management
California
$126M +$10.9M +9% 57
AWMG
3608
ADG Wealth Management Group
Louisiana
$126M +$8.37M +7% 31
AIC
3609
Argus Investors Counsel
New York
$126M -$15.1M -11% 116
CWM
3610
Crowley Wealth Management
Delaware
$126M +$15.9M +14% 428
APW
3611
Axim Planning & Wealth
Ohio
$126M +$16.2M +15% 107
YMRC
3612
Yorktown Management & Research Company
Virginia
$125M +$20.7M +20% 244
SGC
3613
Slocum, Gordon & Co
Rhode Island
$125M +$1.22M +1% 129
SFC
3614
Summit Financial Consulting
Michigan
$125M +$14M +13% 47
VCWA
3615
Vanguard Capital Wealth Advisors
Colorado
$125M +$24.2M +24% 144
PCM
3616
Park Capital Management
Wisconsin
$125M +$17M +16% 89
MSA
3617
Marathon Strategic Advisors
Pennsylvania
$125M +$17.3M +16% 50
XXIP
3618
Xiamen Xinweidachuang Investment Partnership
China
$125M -$13.9M -10% 1
RE
3619
Rydar Equities
Texas
$125M -$1.7M -1% 104
COFSG
3620
Carbahal Olsen Financial Services Group
California
$125M +$7.34M +6% 39
DWM
3621
DKM Wealth Management
California
$125M +$8.62M +7% 66
CTA
3622
Camelot Technology Advisors
California
$125M +$8.81M +8% 57
KF
3623
K2 Financial
California
$124M +$11.1M +10% 59
CIA
3624
Christian Investment Advisors
Texas
$124M -$20.1M -14% 13
ACMA
3625
Arbor Capital Management (Alaska)
Alaska
$124M +$9.66M +8% 109