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
SCM
4851
Stonehearth Capital Management
Massachusetts
$258M +$16.9M +7% 98
RCA
4852
Ranch Capital Advisors
Florida
$258M +$27.8M +12% 158
MPCL
4853
My Personal CFO LLC
Washington
$258M +$38.2M +17% 159
FWMP
4854
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$258M +$27M +12% 95
EC
4855
EntryPoint Capital
New York
$258M +$58.7M +29% 912
MAS
4856
Madden Advisory Services
Florida
$258M +$23.6M +10% 110
VPF
4857
Vantage Point Financial
Illinois
$258M +$30.1M +13% 159
MC
4858
Muzinich & Co
New York
$258M +$39M +18% 60
RSA
4859
River Street Advisors
Illinois
$258M +$25.7M +11% 168
CFG
4860
Cambridge Financial Group
Ohio
$258M +$59.7M +30% 34
MCP
4861
Martin Capital Partners
Oregon
$258M +$2.73M +1% 76
HA
4862
Hanover Advisors
South Carolina
$258M +$12.5M +5% 103
SWMG
4863
Signature Wealth Management Group
Georgia
$258M +$4.25M +2% 119
WFS
4864
Walker Financial Services
Kentucky
$257M +$37.1M +17% 44
BCP
4865
Blackhawk Capital Partners
Wisconsin
$257M +$40.2M +19% 165
WOCP
4866
White Oak Capital Partners
Singapore
$257M -$37.4M -13% 17
ACA
4867
Ascension Capital Advisors
Texas
$257M +$17.5M +7% 40
EAM
4868
Eukles Asset Management
Ohio
$257M +$12.3M +5% 243
DCM
4869
Dean Capital Management
Kansas
$256M +$13.1M +5% 133
TWM
4870
Trueblood Wealth Management
Ohio
$256M +$17.3M +7% 261
FCG
4871
Financial Connections Group
California
$256M +$13.9M +6% 270
NWWA
4872
New Wave Wealth Advisors
Arkansas
$256M +$21M +9% 186
LWMI
4873
Landmark Wealth Management (Illinois)
Illinois
$256M +$22.7M +10% 45
LIA
4874
Luken Investment Analytics
Tennessee
$256M +$27.7M +12% 154
BWIA
4875
Bryant Woods Investment Advisors
New York
$256M +$24.1M +10% 55