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
WAG
3626
Wallace Advisory Group
California
$124M -$13.4M -10% 187
RWJF
3627
Robert Wood Johnson Foundation
New Jersey
$124M +$11.1M +10% 3
FG
3628
Fairman Group
Pennsylvania
$124M +$2.6M +2% 284
JAA
3629
Joel Adams & Associates
North Carolina
$124M +$11M +10% 66
LCG
3630
Lakeshore Capital Group
Illinois
$124M +$11.1M +10% 79
LSC
3631
Lesa Sroufe & Co
Washington
$124M +$14.9M +14% 73
FAI
3632
Fiduciary Advisors Inc
Missouri
$124M +$10.1M +9% 102
IP
3633
Integras Partners
Georgia
$124M +$24.5M +25% 62
OF
3634
Outfitter Financial
Maine
$124M +$6.32M +5% 78
VFP
3635
Vested Financial Planning
California
$123M +$10.9M +10% 30
LWM
3636
Lighthouse Wealth Management
Ohio
$123M +$7.64M +7% 45
DFA
3637
Davies Financial Advisors
California
$123M -$5.62M -4% 77
MCFP
3638
Mallini Complete Financial Planning
Florida
$123M +$43.8M +55% 63
MAFA
3639
MJT & Associates Financial Advisory
Minnesota
$123M +$42.3M +52% 526
OFO
3640
OneAscent Family Office
Alabama
$123M +$17.2M +16% 168
CCP
3641
Crocodile Capital Partners
Germany
$123M +$63.3M +106% 12
SEA
3642
Stegent Equity Advisors
Texas
$123M +$9.89M +9% 118
AA
3643
ArborFi Advisors
Michigan
$123M +$9.23M +8% 50
AWF
3644
Alpha Wealth Funds
Utah
$122M +$15.3M +14% 62
BAWC
3645
Boyce & Associates Wealth Consulting
Texas
$122M +$12.7M +12% 79
OIM
3646
Orca Investment Management
Oregon
$122M +$11.2M +10% 61
EFG
3647
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 116
MPCA
3648
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 65
TIP
3649
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 73
SA
3650
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 25