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, 4,221 funds (~52%) 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
IA
4001
Incentive AS
Norway
$86.1M -$14.1M -14% 1
OWMIAS
4002
One Wealth Management Investment & Advisory Services
Florida
$86.1M +$8.47M +11% 51
TWM
4003
Tripletail Wealth Management
Florida
$84.6M +$14.5M +21% 330
FWM
4004
FSR Wealth Management
Illinois
$84.5M +$6.59M +8% 46
PBT
4005
Pictet Bank & Trust
Bahamas
$83.2M -$2.12M -2% 39
EFP
4006
Elser Financial Planning
Indiana
$83M +$2.82M +4% 75
RTM
4007
Red Tree Management
California
$82.9M +$9.6M +13% 3
RTC
4008
Riverview Trust Company
Washington
$82.8M +$2.43M +3% 225
Q
4009
QVR
California
$82.6M -$16.6M -17% 76
CFO
4010
Capitol Family Office
Oregon
$82.4M +$5.76M +8% 48
BPC
4011
Bryce Point Capital
New York
$81.9M -$36.2M -31% 280
BCCM
4012
Blue Creek Capital Management
Hong Kong
$81.3M +$9.79M +14% 6
FF
4013
Formulate Financial
Florida
$80.6M 26
BIA
4014
Baer Investment Advisory
California
$79.9M +$18.7M +31% 29
AE
4015
AMH Equity
New York
$79.8M +$11.8M +17% 67
PIM
4016
Profit Investment Management
Maryland
$79.5M -$31.3M -28% 74
LFG
4017
Lockerman Financial Group
California
$79.3M +$5.05M +7% 135
KDIA
4018
KPCB DGF II Associates
California
$78.6M +$5.18M +7% 3
NFA
4019
Northwest Financial Advisors
Virginia
$77.8M +$6.17M +9% 106
YIM
4020
Yoffe Investment Management
Pennsylvania
$76.9M +$3.78M +5% 117
FCI
4021
Financial Counselors Inc
Kansas
$75.2M +$4.46M +6% 15
IAP
4022
Indie Asset Partners
Indiana
$75.1M +$20.2M +37% 80
WFA
4023
Wells Financial Advisors
Massachusetts
$74.7M +$1.95M +3% 77
CIR
4024
Clear Investment Research
Georgia
$74.6M -$4.64M -6% 258
SWM
4025
Stapp Wealth Management
Washington
$74.4M +$4.95M +7% 33