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, 7,710 funds (~95%) 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
EM
4676
Excalibur Management
Massachusetts
$276M +$9.06M +3% 168
MCC
4677
Malaga Cove Capital
California
$276M +$21M +8% 189
AG
4678
Amiral Gestion
France
$275M +$43.3M +19% 29
OPW
4679
Osprey Private Wealth
New York
$275M +$91.5M +50% 66
SN
4680
Sittner & Nelson
Oregon
$275M +$26.5M +11% 515
BCM
4681
Buckhead Capital Management
Georgia
$275M +$16.5M +6% 136
HOWA
4682
Heritage Oak Wealth Advisors
Florida
$275M +$16.1M +6% 89
GPC
4683
Gallatin Point Capital
Connecticut
$275M -$171M -38% 2
SA
4684
Sonoma Allocations
California
$275M 137
IWP
4685
Invenio Wealth Partners
Florida
$275M +$23.3M +9% 98
PWM
4686
Power Wealth Management
Georgia
$275M +$14.5M +6% 96
IIA
4687
ICW Investment Advisors
Arizona
$274M +$21.3M +8% 145
FPL
4688
Fortress Private Ledger
North Carolina
$274M +$54.1M +25% 205
MCM
4689
Multicoin Capital Management
Texas
$274M +$150M +120% 3
AWS
4690
Arkfeld Wealth Strategies
Nebraska
$274M +$20.9M +8% 115
LWA
4691
Lowe Wealth Advisors
Maryland
$274M +$17.8M +7% 405
TGI
4692
TRV GP IV
Massachusetts
$274M +$111M +68% 3
EAIC
4693
Empower Annuity Insurance Company
Connecticut
$274M +$4.57M +2% 1
GP
4694
Geneva Partners
Wisconsin
$274M +$21.6M +9% 80
SWC
4695
Square Wave Capital
New York
$273M +$169M +162% 8
CFLC
4696
California First Leasing Corp
California
$273M +$32.6M +14% 45
I
4697
InvesTrust
Oklahoma
$273M +$13.9M +5% 95
5VM
4698
5AM Venture Management
California
$273M +$12.9M +5% 29
BIG
4699
Boothe Investment Group
Delaware
$273M +$10.6M +4% 39
KNFPWM
4700
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$273M +$22.9M +9% 80