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, 4,069 funds (~50%) 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
LFG
3876
Lockerman Financial Group
California
$79.3M +$5.05M +7% 135
KDIA
3877
KPCB DGF II Associates
California
$78.6M +$5.18M +7% 3
NFA
3878
Northwest Financial Advisors
Virginia
$77.8M +$6.17M +9% 106
YIM
3879
Yoffe Investment Management
Pennsylvania
$76.9M +$3.78M +5% 117
FCI
3880
Financial Counselors Inc
Kansas
$75.2M +$4.46M +6% 15
IAP
3881
Indie Asset Partners
Indiana
$75.1M +$20.2M +37% 80
WFA
3882
Wells Financial Advisors
Massachusetts
$74.7M +$1.95M +3% 77
SWM
3883
Stapp Wealth Management
Washington
$74.4M +$4.95M +7% 33
KCM
3884
Key Colony Management
Arkansas
$73.7M -$14.7M -17% 7
KA
3885
Kailix Advisors
Florida
$73.5M +$8.89M +14% 10
ARMT
3886
Amica Retiree Medical Trust
Rhode Island
$73.2M +$3.9M +6% 143
HAS
3887
Holland Advisory Services
Florida
$72.8M +$4.34M +6% 45
OR
3888
Olympiad Research
Connecticut
$71.9M +$10.6M +17% 300
ADEF
3889
ABS Direct Equity Fund
Connecticut
$69.9M +$7.04M +11% 37
IA
3890
Invested Advisors
Pennsylvania
$68.7M 108
TIM
3891
Tikehau Investment Management
France
$68.4M +$4.32M +7% 19
SAM
3892
Scion Asset Management
California
$68.1M +$11.9M +21% 18
LCM
3893
LDR Capital Management
New York
$68.1M -$9.19M -12% 39
NWM
3894
Navigation Wealth Management
Colorado
$68.1M +$159K +0.2% 35
SWCM
3895
Sullivan Wood Capital Management
District of Columbia
$67.9M +$19.9M +42% 21
CIS
3896
Continental Investors Services
Washington
$67.4M +$11.8M +21% 73
MA
3897
McGrath & Associates
North Carolina
$67.3M +$5.86M +10% 43
CLP
3898
Charis Legacy Partners
Texas
$67M +$6.32M +10% 30
CMANY
3899
Capital Management Associates (New York)
New York
$67M +$5.73M +9% 46
MMC
3900
Mainsail Management Company
Texas
$66M -$63.8K -0.1% 2