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
LWM
4976
Lakeridge Wealth Management
Ohio
$225M +$7.52M +3% 160
VAF
4977
Values Added Financial
District of Columbia
$225M +$18.6M +9% 130
MDCM
4978
Morgan Dempsey Capital Management
Wisconsin
$225M -$14.4M -6% 135
FWM
4979
Fortress Wealth Management
California
$225M +$17.5M +8% 75
AFO
4980
Aurelius Family Office
New Hampshire
$225M +$13.2M +6% 49
SIA
4981
Schear Investment Advisers
Ohio
$225M +$22.5M +11% 86
PPA
4982
Pilgrim Partners Asia
Singapore
$225M 155
CFC
4983
Client First Capital
California
$224M +$11.5M +5% 25
I2I
4984
Insight 2811 Inc
Illinois
$224M +$13.2M +6% 96
SCA
4985
Sassicaia Capital Advisers
New York
$224M +$64.8M +41% 64
GWM
4986
Glass Wealth Management
Texas
$224M +$36.5M +19% 58
IWS
4987
Integrity Wealth Solutions
Colorado
$224M +$19.1M +9% 125
PPWM
4988
PFG Private Wealth Management
Florida
$224M +$30.1M +15% 155
CA
4989
Cresta Advisors
Texas
$224M +$18.9M +9% 50
TW
4990
Traveka Wealth
California
$224M +$35.2M +19% 177
MAWAG
4991
Mid-American Wealth Advisory Group
Missouri
$224M +$13.7M +7% 353
IWA
4992
IVC Wealth Advisors
Pennsylvania
$224M +$18.7M +9% 191
WW
4993
Windle Wealth
Oklahoma
$224M +$19M +9% 33
TCG
4994
Transcendent Capital Group
Oklahoma
$223M +$28.9M +15% 126
NPI
4995
New Perspectives Inc
Mississippi
$223M +$21.2M +10% 41
PF
4996
Penney Financial
Texas
$223M +$26.6M +14% 51
EFA
4997
Edge Financial Advisors
Illinois
$223M +$33.4M +18% 141
LIA
4998
Limestone Investment Advisors
New York
$223M -$7.58M -3% 389
FGG
4999
Financial Guidance Group
Florida
$223M +$17.2M +8% 87
TRIA
5000
Trail Ridge Investment Advisors
Colorado
$223M +$15.1M +7% 110