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
IFPG
4801
Intrepid Financial Planning Group
Indiana
$262M +$24.4M +10% 134
GIM
4802
Goodlander Investment Management
Texas
$262M +$18.7M +8% 17
DJC
4803
Daily Journal Corp
California
$262M +$26.9M +11% 4
FDW
4804
Fourth Dimension Wealth
Ohio
$262M +$25.4M +11% 616
PW
4805
Potentia Wealth
California
$262M +$86.6M +49% 96
BWM
4806
Biltmore Wealth Management
Arizona
$262M +$14.9M +6% 60
SIM
4807
Synergy Investment Management
Florida
$262M +$95.9M +58% 129
SM
4808
Samjo Management
New York
$262M +$24.8M +10% 64
DCC
4809
Dow Chemical Company
Michigan
$262M +$24M +10% 7
LCM
4810
Lunt Capital Management
Utah
$262M +$259K +0.1% 95
JIC
4811
Juniper Investment Company
New York
$261M +$18.8M +8% 11
TIA
4812
Tiemann Investment Advisors
California
$261M +$17.3M +7% 210
AA
4813
Altman Advisors
Illinois
$261M +$16.6M +7% 98
SCPM
4814
Sea Cliff Partners Management
California
$261M -$32M -11% 16
S
4815
ShariaPortfolio
Florida
$261M +$27.8M +12% 25
CRAM
4816
Compass Rose Asset Management
New York
$261M -$9.97M -4% 29
AF
4817
Aegis Financial
Virginia
$261M +$91.4M +54% 27
HCM
4818
Harspring Capital Management
New York
$261M -$23M -8% 17
FWM
4819
Forza Wealth Management
Florida
$261M +$17.2M +7% 199
AC
4820
AXQ Capital
New Jersey
$261M -$48.6M -16% 876
SM
4821
Scoggin Management
New York
$261M +$44.5M +21% 68
MAM
4822
Mullooly Asset Management
New Jersey
$261M +$22.5M +9% 51
RCS
4823
Retirement Capital Strategies
California
$261M +$8.3M +3% 64
SSWM
4824
Strait & Sound Wealth Management
California
$261M +$25.2M +11% 151
HCP
4825
Hamilton Capital Partners
Georgia
$261M +$52.4M +25% 24