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
TWCM
4701
True Wind Capital Management
California
$273M +$36.4M +15% 2
WWM
4702
Westwood Wealth Management
California
$273M -$25M -8% 51
SF
4703
Slagle Financial
Illinois
$273M +$24.4M +10% 117
OAM
4704
Oxford Asset Management
United Kingdom
$273M -$23.2M -8% 768
PFG
4705
Prosperity Financial Group
California
$273M +$37.6M +16% 182
HAG
4706
HF Advisory Group
Maryland
$272M +$19.3M +8% 166
MVP
4707
Miller Value Partners
Florida
$272M +$36.5M +15% 37
HCM
4708
Highview Capital Management
Illinois
$272M +$12.9M +5% 119
TSS
4709
Thomas Story & Son
Indiana
$272M +$11.8M +5% 52
MFG
4710
Monte Financial Group
Connecticut
$272M +$14.7M +6% 94
LK
4711
Lumbard & Kellner
New Hampshire
$272M +$42.5M +19% 99
FOA
4712
Five Oceans Advisors
California
$272M +$37.4M +16% 196
LFA
4713
LifeGuide Financial Advisors
Pennsylvania
$272M +$621K +0.2% 48
PMA
4714
Prudent Man Advisors
Illinois
$271M -$43.4M -14% 187
DWM
4715
Denver Wealth Management
Colorado
$271M +$29.7M +12% 94
GCM
4716
Gunderson Capital Management
South Carolina
$271M +$32.2M +13% 65
CFA
4717
Camarda Financial Advisors
Florida
$271M +$17M +7% 123
BCM
4718
Beddow Capital Management
Wyoming
$271M +$18.9M +7% 57
BWM
4719
BKM Wealth Management
Wisconsin
$271M +$15.3M +6% 167
BIM
4720
Breakwater Investment Management
Washington
$271M +$12.7M +5% 539
CRI
4721
Colonial River Investments
Virginia
$271M +$38.8M +17% 256
RS
4722
Rakuten Securities
Japan
$271M +$15.9M +6% 957
BKA
4723
Brick & Kyle Associates
Pennsylvania
$271M +$45.6M +20% 66
SCG
4724
Sonata Capital Group
Washington
$271M +$20.5M +8% 124
SIM
4725
Seaview Investment Managers
Florida
$271M -$201M -43% 140