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, 7,652 funds (~94%) 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
RPCONE
4901
Retirement Planning Company of New England
Rhode Island
$249M +$24M +11% 251
DACS
4902
Dymon Asia Capital (Singapore)
Singapore
$249M +$107M +76% 207
SBLIC
4903
Security Benefit Life Insurance Company
Kansas
$249M +$36.7M +17% 20
AC
4904
Applied Capital
Arkansas
$248M +$20.9M +9% 48
GAMC
4905
Garner Asset Management Corp
Texas
$248M +$31.9M +15% 156
CI
4906
Cavalier Investments
Georgia
$248M -$81.9M -25% 77
BIA
4907
Bigelow Investment Advisors
Maine
$248M +$21.1M +9% 152
KWA
4908
Kondo Wealth Advisors
California
$248M +$21.5M +9% 69
MWA
4909
Miller Wealth Advisors
Colorado
$248M +$34.2M +16% 111
AA
4910
ACT Advisors
North Carolina
$248M +$31.5M +15% 79
WI
4911
WJ Interests
Texas
$248M +$13.8M +6% 26
GL
4912
GHE LLC
Tennessee
$248M +$24.4M +11% 35
SHA
4913
Seneca House Advisors
Virginia
$248M +$12.5M +5% 94
JSP
4914
Jackson Square Partners
California
$247M -$23.1M -9% 58
QFPS
4915
Quantum Financial Planning Services
Washington
$247M +$34.8M +16% 52
CWM
4916
Collaborative Wealth Management
Florida
$247M +$18M +8% 201
1CM
4917
1492 Capital Management
Wisconsin
$247M +$30.1M +14% 126
BWA
4918
BCU Wealth Advisors
Illinois
$247M +$24.5M +11% 61
TAM
4919
Tealwood Asset Management
Minnesota
$247M +$22.4M +10% 136
CCP
4920
Caden Capital Partners
California
$247M -$54.1M -18% 12
AAG
4921
Avalon Advisory Group
Pennsylvania
$247M +$13.9M +6% 18
EPW
4922
Evergreen Private Wealth
Colorado
$247M +$8.02M +3% 299
AB
4923
ANB Bank
Colorado
$247M +$23.9M +11% 137
HIA
4924
HFM Investment Advisors
New Jersey
$246M +$19M +8% 1,323
AA
4925
AF Advisors
California
$246M -$43.7M -15% 30