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
RCM
5026
Regency Capital Management
Hawaii
$210M +$19.6M +10% 67
PP
5027
PFS Partners
New Jersey
$210M +$11.7M +6% 577
WI
5028
Whitebark Investors
Nevada
$210M +$2.93M +1% 11
HI
5029
Harper Investing
California
$210M +$31.2M +17% 64
MFG
5030
Midwest Financial Group
Kansas
$210M +$19.5M +10% 123
HB
5031
Horizon Bancorp
Indiana
$210M +$11M +6% 219
HFS
5032
Horizon Financial Services
North Carolina
$210M +$21M +11% 429
NAM
5033
Nutshell Asset Management
United Kingdom
$210M +$41.6M +25% 31
KHC
5034
Koesten Hirschmann & Crabtree
Kansas
$210M +$16.2M +8% 387
EHWM
5035
Eads & Heald Wealth Management
Georgia
$209M +$7.07M +3% 142
FCM
5036
Family Capital Management
Michigan
$209M +$18.6M +10% 102
GWM
5037
GoalFusion Wealth Management
Texas
$209M +$14.8M +8% 31
AFM
5038
Armstrong Fleming & Moore
District of Columbia
$209M +$25.2M +14% 119
IF
5039
Integrity Financial
Wyoming
$209M +$13.2M +7% 312
WI
5040
Westbourne Investments
Virginia
$209M +$21.7M +12% 168
FA
5041
FF Advisors
California
$209M +$16.6M +9% 102
PCA
5042
Purkiss Capital Advisors
Connecticut
$209M +$29.1M +16% 173
MSFP
5043
Mark Sheptoff Financial Planning
Connecticut
$209M +$21.3M +11% 553
IF
5044
IRON Financial
Illinois
$209M +$19.9M +11% 163
NAMNJ
5045
NorthStar Asset Management (New Jersey)
New Jersey
$209M +$19.2M +10% 100
AFC
5046
AFT Forsyth & Company
Florida
$209M +$13.5M +7% 117
HCM
5047
Hahn Capital Management
California
$209M -$3.36M -2% 28
TCOK
5048
Trust Company of Kansas
Kansas
$209M -$884K -0.4% 63
CC
5049
Copperleaf Capital
North Carolina
$209M +$11M +6% 130
CCM
5050
Cambridge Capital Management
Illinois
$209M +$22.2M +12% 43