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, 6,984 funds (~86%) 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
MWM
5051
Maripau Wealth Management
Indiana
$199M +$170K +0.1% 166
CCM
5052
Ciovacco Capital Management
Georgia
$199M +$14.8M +8% 31
PWM
5053
Pacific Wealth Management
California
$199M -$3.94M -2% 26
LI
5054
Latigo Investments
Florida
$198M +$4.23M +2% 15
GF
5055
GGM Financials
Ohio
$198M +$26.1M +15% 229
GPW
5056
Gray Private Wealth
Massachusetts
$198M +$12.3M +7% 48
LC
5057
Littlejohn & Co
Connecticut
$198M -$12.2M -6% 22
HSWS
5058
Higgins & Schmidt Wealth Strategies
Colorado
$198M +$17.3M +10% 57
KWM
5059
Kiker Wealth Management
Georgia
$198M +$20.6M +12% 682
AWA
5060
AmeriServ Wealth Advisors
Pennsylvania
$198M -$4.38M -2% 60
AL
5061
ADE LLC
Maryland
$198M +$9.85M +5% 88
4FG
5062
4Thought Financial Group
New York
$198M +$9.58M +5% 90
ACMG
5063
Anchor Capital Management Group
California
$198M -$17.5M -8% 18
LWM
5064
Latko Wealth Management
Illinois
$197M +$19.3M +11% 33
DAS
5065
DMKC Advisory Services
Iowa
$197M +$6.09M +3% 81
F4L
5066
Fortune 45 LLC
Louisiana
$197M +$23.4M +13% 29
EC
5067
Edenbrook Capital
New York
$197M -$30.1M -13% 25
TTA
5068
Thor Trading Advisors
Pennsylvania
$197M +$117M +146% 13
CCC
5069
Cincinnati Casualty Company
Ohio
$197M +$7.84M +4% 24
PAW
5070
Plan A Wealth
Nebraska
$197M +$20.1M +11% 179
SF
5071
SWP Financial
California
$196M +$14.3M +8% 78
KGP
5072
Keystone Global Partners
Colorado
$196M +$12.7M +7% 158
SGM
5073
Scalar Gauge Management
Texas
$196M +$21.3M +12% 39
CFIM
5074
Client First Investment Management
Wisconsin
$196M +$33M +20% 47
BCM
5075
Birch Capital Management
Texas
$196M +$702K +0.4% 81