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
UFA
3676
Uptown Financial Advisors
Texas
$114M +$6.11M +6% 74
FC
3677
Fjell Capital
North Dakota
$114M +$5.7M +5% 58
PCM
3678
Perkins Capital Management
Minnesota
$113M +$14M +14% 88
PRTG
3679
Post Resch Tallon Group
New York
$113M +$9.22M +9% 111
AMG
3680
APS Management Group
California
$113M 73
CAM
3681
Chesapeake Asset Management
New York
$113M +$2.89M +3% 312
NA
3682
Nestegg Advisors
New York
$113M +$8.79M +8% 52
F8IS
3683
Figure 8 Investment Strategies
Idaho
$112M +$9.86M +10% 62
RFW
3684
Rainier Family Wealth
Washington
$112M +$12.1M +12% 80
AWA
3685
Archvest Wealth Advisors
California
$112M -$2.57M -2% 68
SB
3686
Semitam Bonam
New York
$112M +$5.58M +5% 47
HAP
3687
Harbor Asset Planning
Massachusetts
$112M +$7.03M +7% 415
JRFS
3688
James Reed Financial Services
Ohio
$112M +$1.33M +1% 18
AAM
3689
American Asset Management
Florida
$111M +$3.01M +3% 33
LA
3690
LWM Advisors
California
$111M +$7.36M +7% 29
LSL
3691
Legacy Solutions LLC
Pennsylvania
$111M +$6.83M +7% 82
MAM
3692
Maytree Asset Management
Hong Kong
$111M +$51.3M +86% 14
DFC
3693
DB Fitzpatrick & Co
Idaho
$111M -$2.06M -2% 110
BI
3694
Bolthouse Investments
California
$110M +$9.38M +9% 77
SF
3695
Schaeffer Financial
Maryland
$110M +$7.9M +8% 20
CP
3696
Clarendon Private
Massachusetts
$110M +$6.16M +6% 108
RAM
3697
RK Asset Management
Michigan
$110M +$6.23M +6% 23
VMMC
3698
V.M. Manning & Co
South Carolina
$110M +$19.3M +21% 54
KSB
3699
Kennebec Savings Bank
Maine
$110M +$7.67M +8% 264
KC
3700
Katamaran Capital
United Kingdom
$110M +$6.75M +7% 36