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, 7,145 funds (~88%) 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
SPFA
5001
Summit Place Financial Advisors
New Jersey
$212M +$13.5M +7% 105
CWM
5002
CCG Wealth Management
California
$212M +$22.4M +12% 88
BCA
5003
Bernzott Capital Advisors
California
$212M +$16M +8% 34
FFAM
5004
Forge First Asset Management
Canada
$212M -$59.8M -22% 52
SFG
5005
Seamount Financial Group
Colorado
$212M +$17.3M +9% 142
JWM
5006
Jupiter Wealth Management
Colorado
$212M +$13.6M +7% 96
EP
5007
EPIQ Partners
Minnesota
$212M +$15.3M +8% 75
JHA
5008
Jackson Hill Advisors
Texas
$212M +$11.4M +6% 14
GSF
5009
Grove Street Fiduciary
New Hampshire
$212M +$4.14M +2% 74
COA
5010
Crown Oak Advisors
California
$211M $0 0% 23
YWM
5011
Yoder Wealth Management
California
$211M +$19.5M +10% 117
CPSC
5012
Carl P. Sherr & Co
Massachusetts
$211M +$13.3M +7% 123
PKC
5013
Palmer Knight Company
Florida
$211M -$23.5M -10% 37
PK
5014
Pflug Koory
Nebraska
$211M +$14M +7% 423
GAM
5015
GEM Asset Management
Michigan
$211M +$15.6M +8% 109
APC
5016
Asset Planning Corporation
Tennessee
$211M +$22.9M +12% 48
QFW
5017
QTR Family Wealth
Florida
$211M +$49.3M +31% 263
AIM
5018
Alhambra Investment Management
Florida
$211M +$8.95M +4% 191
GAAM
5019
Guinness Atkinson Asset Management
California
$211M +$19.8M +10% 94
ACL
5020
APEIRON Capital Ltd
Hong Kong
$210M +$105M +99% 10
RCM
5021
Richardson Capital Management
Wisconsin
$210M +$19.7M +10% 246
WTFG
5022
Wells Trecaso Financial Group
Ohio
$210M -$114M -35% 91
SAM
5023
Sequent Asset Management
Texas
$210M +$85.1M +68% 95
BC
5024
Bayforest Capital
United Kingdom
$210M -$18.5M -8% 951
MA
5025
McBroom & Associates
Nevada
$210M +$35.4M +20% 39