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, 3,998 funds (~49%) 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
VFM
3651
Vision Financial Markets
Connecticut
$117M +$11M +10% 457
AIG
3652
Abbington Investment Group
Connecticut
$117M 48
SA
3653
Sincerus Advisory
New York
$117M +$10.4M +10% 70
GCWM
3654
Guided Capital Wealth Management
Texas
$117M -$13.2M -10% 39
BPW
3655
BLVD Private Wealth
Kentucky
$117M +$10.4M +10% 81
SWM
3656
Stonebridge Wealth Management
Illinois
$117M +$10.5M +10% 36
MIA
3657
MeadowBrook Investment Advisors
Michigan
$116M +$4.47M +4% 234
IMC
3658
Investment Management Corporation
Virginia
$116M +$6.14M +6% 175
WHC
3659
Wulff, Hansen & Co
California
$116M -$662K -0.6% 106
GFM
3660
GEN Financial Management
Minnesota
$116M -$6.31M -5% 45
MM
3661
Morangie Management
Florida
$116M +$673K +0.6% 33
SAM
3662
Sherman Asset Management
California
$116M +$3.13M +3% 148
OPWM
3663
Oregon Pacific Wealth Management
Oregon
$116M +$10M +9% 156
STA
3664
Shade Tree Advisors
New York
$116M +$1.18M +1% 19
FFG
3665
First Financial Group
North Carolina
$115M +$13M +13% 78
RHIG
3666
R.H. Investment Group
Arizona
$115M +$6.11M +6% 34
DFG
3667
Dynamic Financial Group
Iowa
$115M +$11.4M +11% 66
AIIC
3668
AJU IB Investment Company
South Korea
$115M +$23.2M +25% 8
GBFP
3669
Golden Bell Financial Planning
Georgia
$115M +$8.9M +8% 36
SFP
3670
Sherwood Financial Partners
California
$115M +$5.51M +5% 9
BW
3671
Blalock Williams
Alabama
$114M +$14.1M +14% 143
NDWM
3672
New Dimensions Wealth Management
Texas
$114M +$4.66M +4% 20
MHIP
3673
Mountain Hill Investment Partners
New Jersey
$114M -$5M -4% 234
MWM
3674
MY Wealth Management
Maryland
$114M +$9.66M +9% 34
MWML
3675
M Wealth Management LLC
California
$114M +$5.43M +5% 50