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, 3,949 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
BIS
3701
BG Investment Services
Guam
$101M +$21.4M +27% 48
PWM
3702
Partners Wealth Management
California
$101M +$13.5M +15% 136
RIG
3703
Ramiah Investment Group
Wisconsin
$101M 34
TCM
3704
Traub Capital Management
Massachusetts
$101M -$6.97M -6% 567
BSTWA
3705
Blake Schutter Theil Wealth Advisors
Ohio
$101M +$13M +15% 111
PCMN
3706
Paradigm Capital Management (Nevada)
Nevada
$101M -$318K -0.3% 64
PBK
3707
Peoples Bank (Kansas)
Kansas
$101M -$48.4M -32% 121
MWC
3708
MKD Wealth Coaches
Michigan
$100M +$5.53M +6% 26
UIM
3709
Unified Investment Management
Georgia
$100M +$6.94M +7% 139
PCOTEOTHU
3710
Provident Company of the Employees of the Hebrew University
Israel
$100M -$253K -0.3% 32
PAIA
3711
Park Avenue Institutional Advisers
New York
$99.6M 1
PC
3712
Payne Capital
Oregon
$98.6M 55
RMF
3713
Red Mountain Financial
Colorado
$98.5M +$8.45M +9% 76
JC
3714
JBGlobal.com
New York
$98.2M +$1.95M +2% 30
TAI
3715
Terra Alpha Investments
District of Columbia
$98.1M +$1.91M +2% 33
WIM
3716
Waycross Investment Management
Washington
$98M +$1.88M +2% 43
AWP
3717
Atlas Wealth Partners
Pennsylvania
$98M +$11.3M +13% 62
EWM
3718
Evolution Wealth Management
Florida
$97.4M +$16.3M +20% 696
GAM
3719
Gritstone Asset Management
Maryland
$97.2M -$3.82M -4% 156
WF
3720
Williams Financial
Vermont
$97M +$5.23M +6% 18
OCM
3721
Objective Capital Management
Ohio
$96.6M +$7.61M +9% 90
PHIMC
3722
Private Harbour Investment Management & Counsel
Ohio
$96.6M +$30.9K +0% 41
FWS
3723
FinDec Wealth Services
California
$96.6M +$946K +1% 36
SCM
3724
Summerhill Capital Management
Ontario, Canada
$96.3M +$7.2M +8% 19
MWM
3725
Meadowbrook Wealth Management
New York
$96.2M 84