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
CS
3726
Crescent Sterling
Louisiana
$95.1M +$5.71M +6% 76
AACA
3727
American Assets Capital Advisers
California
$94.7M -$4.8M -5% 40
HCVG
3728
H Capital V GP
Cayman Islands
$94M +$6.23M +7% 1
OIS
3729
OneAscent Investment Solutions
Alabama
$94M +$313K +0.3% 140
GBA
3730
Garrison Bradford & Associates
New York
$93.6M +$3.29M +4% 59
GIA
3731
Goodwin Investment Advisory
Georgia
$93.3M +$6.65M +8% 30
BDPWM
3732
Barnes Dennig Private Wealth Management
Ohio
$93.1M +$9.59M +11% 340
MRP
3733
Measured Risk Portfolios
California
$92.4M +$2.99M +3% 67
DHC
3734
Drum Hill Capital
Connecticut
$92.4M +$1.94M +2% 50
YG
3735
York GP
Cayman Islands
$92M -$12.4M -12% 3
FFS
3736
Fortress Financial Solutions
Arizona
$91.8M +$12.1M +15% 72
FNWA
3737
Financial Network Wealth Advisors
Utah
$91.4M +$9.19M +11% 860
WI
3738
Wedgewood Investors
Pennsylvania
$91.2M +$4.36M +5% 109
OE
3739
October Effect
Virginia
$90.6M +$7.69M +9% 59
AIA
3740
Arrow Investment Advisors
Maryland
$90.6M -$12.7M -12% 66
SIRP
3741
Shelter Insurance Retirement Plan
Missouri
$90.5M +$5.08M +6% 8
SIC
3742
Sage Investment Counsel
Tennessee
$90.3M +$4.02M +5% 133
PCP
3743
Pacific Capital Partners
$89.8M -$16.9M -16% 51
AM
3744
Ampfield Management
New York
$89.7M -$5.07M -5% 5
VR
3745
Valued Retirements
Texas
$88.6M $0 0% 89
MCAI
3746
Members Capital Advisors Inc
Wisconsin
$87M +$324K +0.4% 31
SONJCPFE
3747
State of New Jersey Common Pension Fund E
New Jersey
$86.7M -$8.97M -9% 1
IA
3748
Incentive AS
Norway
$86.1M -$14.1M -14% 1
OWMIAS
3749
One Wealth Management Investment & Advisory Services
Florida
$86.1M +$8.47M +11% 51
TWM
3750
Tripletail Wealth Management
Florida
$84.6M +$14.5M +21% 330