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
WFS
4926
Weitzel Financial Services
Iowa
$246M +$9.9M +4% 49
MAWCM
4927
Mine & Arao Wealth Creation & Management
California
$246M +$22.1M +10% 78
MCM
4928
Moerus Capital Management
New York
$246M +$11.7M +5% 14
GFA
4929
Grunden Financial Advisory
Texas
$246M +$19.5M +9% 32
MWA
4930
Mills Wealth Advisors
Texas
$246M +$27.7M +13% 74
TWA
4931
Trellis Wealth Advisors
California
$246M +$16M +7% 38
RFG
4932
RFP Financial Group
Georgia
$246M +$3.34M +1% 112
PWM
4933
Parkshore Wealth Management
California
$245M +$40.8M +20% 70
RSC
4934
Red Spruce Capital
Pennsylvania
$245M +$14.5M +6% 93
GBI
4935
GP Brinson Investments
Illinois
$245M +$10.7M +5% 16
KTM
4936
Keeler Thomas Management
Utah
$245M +$12.7M +5% 110
NAG
4937
Northstar Advisory Group
New Jersey
$245M +$40.1M +20% 122
LCAM
4938
Long Corridor Asset Management
Hong Kong
$245M -$32.5M -12% 25
BIA
4939
Beacon Investment Advisors
Maryland
$244M +$12.6M +5% 167
TW
4940
Towerpoint Wealth
California
$244M +$18.8M +8% 94
AA
4941
AJ Advisors
Tennessee
$244M +$19.6M +9% 38
HFP
4942
Holistic Financial Partners
Indiana
$244M +$15.8M +7% 140
1NWS
4943
1 North Wealth Services
Maryland
$244M -$7.87M -3% 276
BCM
4944
Brightline Capital Management
Florida
$244M +$11.8M +5% 16
SCA
4945
Strathmore Capital Advisors
North Carolina
$244M +$17.7M +8% 108
WFG
4946
Wills Financial Group
Virginia
$244M +$13.4M +6% 71
PF
4947
Parker Financial
Washington
$244M +$12.3M +5% 37
CW
4948
Curio Wealth
Maryland
$244M +$15.5M +7% 404
AGP
4949
Autumn Glory Partners
Texas
$244M +$29.7M +14% 205
AWG
4950
Altus Wealth Group
Colorado
$244M +$17.5M +8% 149