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, 7,362 funds (~91%) 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
CP
4951
Creekside Partners
California
$227M +$16.4M +8% 175
CPM
4952
Crescent Park Management
California
$227M -$8.81M -4% 38
MM
4953
Monolith Management
Hong Kong
$227M -$55.9M -20% 35
6F
4954
626 Financial
Michigan
$227M +$13.8M +6% 120
HWMT
4955
Heritage Wealth Management (Texas)
Texas
$227M +$25.5M +13% 40
FCM
4956
Forager Capital Management
Alabama
$227M +$22.2M +11% 12
SAM
4957
S.A. Mason
Michigan
$227M +$19.9M +10% 370
DB
4958
Dravo Bay
Delaware
$226M +$19.7M +10% 48
HP
4959
Haven Private
Florida
$226M +$883K +0.4% 196
IWP
4960
Insight Wealth Partners
Texas
$226M +$46M +25% 118
BCA
4961
Ballentine Capital Advisors
South Carolina
$226M +$15.2M +7% 28
PP
4962
Postrock Partners
Oregon
$226M +$17M +8% 87
SPA
4963
Shore Point Advisors
New Jersey
$226M +$17.9M +9% 73
AMC
4964
Atlas Merchant Capital
New York
$226M -$106M -32% 11
CFS
4965
Compass Financial Services
Iowa
$226M +$19.6M +9% 359
OFA
4966
Onyx Financial Advisors
Idaho
$226M +$15.1M +7% 19
CWA
4967
Clarus Wealth Advisors
Arizona
$226M +$9.79M +5% 95
AWM
4968
Altus Wealth Management
Kentucky
$226M +$16.9M +8% 30
RFP
4969
RCS Financial Planning
Maryland
$226M +$24.7M +12% 94
CWMG
4970
Compass Wealth Management (Georgia)
Georgia
$226M +$38.9M +21% 63
TP
4971
TenCore Partners
New York
$226M +$4.51M +2% 13
DMC
4972
DSC Meridian Capital
New York
$225M +$42.9M +23% 20
FC
4973
Financial Council
Maryland
$225M +$17.9M +9% 97
NMC
4974
Nine Masts Capital
Hong Kong
$225M -$28.4M -11% 86
TWM
4975
Tumwater Wealth Management
Idaho
$225M +$9.9M +5% 39