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, 4,533 funds (~56%) 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
KWM
4351
KW Wealth Management
California
$58.7M 78
ITVII
4352
IDG Technology Venture Investment IV
Hong Kong
$58.3M -$2.25M -4% 1
MSWM
4353
Mowery & Schoenfeld Wealth Management
Illinois
$58.2M -$3.62M -6% 408
LAM
4354
Lingohr Asset Management
Germany
$57.3M +$2.1M +4% 109
AC
4355
AIFG Consultants
New York
$56.7M +$5.43M +11% 53
BWA
4356
Bestgate Wealth Advisors
Maryland
$56.6M +$8.39M +17% 60
CPM
4357
Connective Portfolio Management
New York
$56.6M +$9.91M +21% 44
NU
4358
Northwestern University
Illinois
$56.6M +$135K +0.2% 4
JC
4359
JCSD Capital
California
$56.3M +$4.87M +9% 25
NCFG
4360
New Century Financial Group
New Jersey
$56.3M -$29M -34% 122
SGA
4361
Siguler Guff Advisers
New York
$56.1M -$13.8M -20% 2
CCCPV
4362
Castle Creek Capital Partners VI
California
$55.9M +$2.1M +4% 2
QUSVM
4363
Qiming U.S. Ventures Management
Washington
$55.6M +$32M +136% 6
KCM
4364
Kawa Capital Management
Florida
$55.2M +$292K +0.5% 6
CSTB
4365
Charles Schwab Trust Bank
Nevada
$55.1M -$39.8M -42% 1
ST
4366
Skorpios Trust
Cyprus
$53.2M +$16.1M +43% 2
CAM
4367
CenterStar Asset Management
Illinois
$52.6M -$28.7M -35% 213
PCA
4368
PMV Capital Advisers
Texas
$51.5M +$6.64M +15% 125
VI
4369
VanderPol Investments
Michigan
$51.5M +$3.89M +8% 62
A
4370
AFBI
Florida
$51.4M 1
GIM
4371
Groesbeck Investment Management
New Jersey
$51.3M -$5.74M -10% 62
SA
4372
SL Advisors
New Jersey
$50.8M -$4.7M -8% 32
RPM
4373
Ridgemont Partners Management
North Carolina
$49.7M +$2.47M +5% 1
VSAM
4374
Value Star Asset Management
Hong Kong
$49.2M +$16.8M +52% 12
JWBC
4375
John W. Brooker & Co
California
$49.2M +$6.56M +15% 48