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
SW
4776
SMART Wealth
Nebraska
$265M -$53.7M -17% 193
JPLA
4777
Joseph P. Lucia & Associates
New York
$265M +$20.7M +8% 165
LVIA
4778
Lind Value II ApS
Denmark
$265M +$37.5M +16% 14
ACC
4779
Acorn Creek Capital
Colorado
$265M +$24.1M +10% 82
HIS
4780
Horizon Investment Services
Indiana
$265M +$36.6M +16% 143
SC
4781
Sawyer & Company
Massachusetts
$265M $0 0% 187
ECML
4782
Eagle Capital Management (Louisiana)
Louisiana
$265M +$37.1M +16% 50
RW
4783
REDW Wealth
New Mexico
$265M +$13.1M +5% 115
TBT
4784
Texas Bank & Trust
Texas
$264M +$13M +5% 187
WIA
4785
Wealthedge Investment Advisors
New York
$264M +$25M +10% 162
DA
4786
DCF Advisers
Connecticut
$264M +$56.1M +27% 99
MFC
4787
Mechanics Financial Corp
Ohio
$264M +$28.8M +12% 242
ACH
4788
Axis Capital Holdings
Bermuda
$264M +$19M +8% 2
WS
4789
Wela Strategies
Georgia
$264M +$10.3M +4% 59
RIM
4790
Reliant Investment Management
Tennessee
$264M +$32.6M +14% 61
DFG
4791
Dupree Financial Group
Kentucky
$263M +$9.38M +4% 81
RCM
4792
Raleigh Capital Management
North Carolina
$263M +$24.7M +10% 689
SFS
4793
Searcy Financial Services
Kansas
$263M +$17.1M +7% 26
TWM
4794
Triton Wealth Management
Arizona
$263M +$28.7M +12% 122
SST
4795
S Squared Technology
New York
$263M +$25.7M +11% 41
BTIM
4796
BancFirst Trust & Investment Management
Oklahoma
$263M +$47.1M +22% 44
AWM
4797
Avaii Wealth Management
Wisconsin
$263M +$37.9M +17% 157
APIM
4798
Agate Pass Investment Management
Washington
$263M +$19.3M +8% 108
RAM
4799
RJA Asset Management
Connecticut
$263M -$27.8M -10% 4
FFP
4800
Freedom Financial Partners
Minnesota
$262M +$25.2M +11% 84