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
AC
3801
AIFG Consultants
New York
$56.7M +$5.43M +11% 53
BWA
3802
Bestgate Wealth Advisors
Maryland
$56.6M +$8.39M +17% 60
CPM
3803
Connective Portfolio Management
New York
$56.6M +$9.91M +21% 44
NU
3804
Northwestern University
Illinois
$56.6M +$135K +0.2% 4
JC
3805
JCSD Capital
California
$56.3M +$4.87M +9% 25
NCFG
3806
New Century Financial Group
New Jersey
$56.3M -$29M -34% 122
SGA
3807
Siguler Guff Advisers
New York
$56.1M -$13.8M -20% 2
CCCPV
3808
Castle Creek Capital Partners VI
California
$55.9M +$2.1M +4% 2
KCM
3809
Kawa Capital Management
Florida
$55.2M +$292K +0.5% 6
CSTB
3810
Charles Schwab Trust Bank
Nevada
$55.1M -$39.8M -42% 1
ST
3811
Skorpios Trust
Cyprus
$53.2M +$16.1M +43% 2
CAM
3812
CenterStar Asset Management
Illinois
$52.6M -$28.7M -35% 213
PCA
3813
PMV Capital Advisers
Texas
$51.5M +$6.64M +15% 125
VI
3814
VanderPol Investments
Michigan
$51.5M +$3.89M +8% 62
A
3815
AFBI
Florida
$51.4M 1
GIM
3816
Groesbeck Investment Management
New Jersey
$51.3M -$5.74M -10% 62
SA
3817
SL Advisors
New Jersey
$50.8M -$4.7M -8% 32
RPM
3818
Ridgemont Partners Management
North Carolina
$49.7M +$2.47M +5% 1
VSAM
3819
Value Star Asset Management
Hong Kong
$49.2M +$16.8M +52% 12
JWBC
3820
John W. Brooker & Co
California
$49.2M +$6.56M +15% 48
SAMC
3821
Spectrum Asset Management (Connecticut)
Connecticut
$49.1M -$16.4M -25% 4
WC
3822
Wolfstich Capital
Massachusetts
$49M +$3.43M +8% 13
ELM
3823
Elite Life Management
Florida
$49M +$10.1M +26% 37
PFA
3824
Portland Financial Advisors
New York
$46.9M +$5.26M +13% 79
CIEP
3825
Constellation Investimentos e Participacoes
Brazil
$46.7M -$9.13M -16% 11