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
TF
4751
Tandem Financial
Colorado
$269M +$162M +152% 88
JWM
4752
Jessup Wealth Management
Ohio
$269M +$19.3M +8% 83
TFA
4753
TPG Financial Advisors
Oregon
$268M +$18.6M +7% 69
BOC
4754
Barbara Oil Co
Illinois
$268M +$14.1M +6% 76
SWM
4755
SK Wealth Management
Rhode Island
$268M +$37.5M +16% 86
WCM
4756
Weik Capital Management
Pennsylvania
$268M +$15.3M +6% 95
EI
4757
eCIO Inc
Wisconsin
$268M +$30.7M +13% 80
WF
4758
Warner Financial
Maryland
$268M +$25.4M +10% 125
BIA
4759
BHK Investment Advisors
Alabama
$268M +$12.3M +5% 67
FI
4760
Fosun International
China
$267M -$92.2M -26% 56
RA
4761
Ruggaard & Associates
Ohio
$267M +$18.5M +7% 121
HPC
4762
Highland Peak Capital
Connecticut
$267M +$22.5M +9% 18
FDS
4763
First Dallas Securities
Texas
$267M +$13.9M +6% 127
FWP
4764
Family Wealth Partners
North Carolina
$267M +$16.9M +7% 82
W
4765
WorthPointe
California
$267M +$29.1M +12% 111
TWM
4766
Trinity Wealth Management
Pennsylvania
$267M +$14.8M +6% 69
AG
4767
AmeriFlex Group
Nevada
$267M +$76.4M +40% 1,435
HBS
4768
Howard Bailey Securities
Indiana
$266M +$5.29M +2% 159
AWM
4769
Able Wealth Management
New Jersey
$266M +$67.7M +34% 119
NIWA
4770
New Insight Wealth Advisors
California
$266M +$22.8M +9% 110
CCAM
4771
Codex Capital Asset Management
Texas
$266M +$15.6M +6% 33
DIM
4772
DLK Investment Management
California
$265M +$863K +0.3% 101
HHGC
4773
Hunting Hill Global Capital
New York
$265M +$80.5M +43% 105
NWMG
4774
National Wealth Management Group
Ohio
$265M +$86.9M +49% 254
IB
4775
Iyo Bank
Japan
$265M +$17.6M +7% 42