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
FWM
3751
FSR Wealth Management
Illinois
$84.5M +$6.59M +8% 46
PBT
3752
Pictet Bank & Trust
Bahamas
$83.2M -$2.12M -2% 39
EFP
3753
Elser Financial Planning
Indiana
$83M +$2.82M +4% 75
RTC
3754
Riverview Trust Company
Washington
$82.8M +$2.43M +3% 225
Q
3755
QVR
California
$82.6M -$16.6M -17% 76
CFO
3756
Capitol Family Office
Oregon
$82.4M +$5.76M +8% 48
BPC
3757
Bryce Point Capital
New York
$81.9M -$36.2M -31% 280
BCCM
3758
Blue Creek Capital Management
Hong Kong
$81.3M +$9.79M +14% 6
FF
3759
Formulate Financial
Florida
$80.6M 26
BIA
3760
Baer Investment Advisory
California
$79.9M +$18.7M +31% 29
AE
3761
AMH Equity
New York
$79.8M +$11.8M +17% 67
PIM
3762
Profit Investment Management
Maryland
$79.5M -$31.3M -28% 74
LFG
3763
Lockerman Financial Group
California
$79.3M +$5.05M +7% 135
KDIA
3764
KPCB DGF II Associates
California
$78.6M +$5.18M +7% 3
NFA
3765
Northwest Financial Advisors
Virginia
$77.8M +$6.17M +9% 106
YIM
3766
Yoffe Investment Management
Pennsylvania
$76.9M +$3.78M +5% 117
FCI
3767
Financial Counselors Inc
Kansas
$75.2M +$4.46M +6% 15
IAP
3768
Indie Asset Partners
Indiana
$75.1M +$20.2M +37% 80
WFA
3769
Wells Financial Advisors
Massachusetts
$74.7M +$1.95M +3% 77
SWM
3770
Stapp Wealth Management
Washington
$74.4M +$4.95M +7% 33
KCM
3771
Key Colony Management
Arkansas
$73.7M -$14.7M -17% 7
KA
3772
Kailix Advisors
Florida
$73.5M +$8.89M +14% 10
HAS
3773
Holland Advisory Services
Florida
$72.8M +$4.34M +6% 45
OR
3774
Olympiad Research
Connecticut
$71.9M +$10.6M +17% 300
ADEF
3775
ABS Direct Equity Fund
Connecticut
$69.9M +$7.04M +11% 37