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
FCB
5076
First County Bank
Connecticut
$196M +$9.98M +5% 170
AMIM
5077
Aull & Monroe Investment Management
Alabama
$196M +$9.54M +5% 127
WCM
5078
Wisconsin Capital Management
Wisconsin
$196M +$14.9M +8% 55
ICMARC
5079
International City Management Association Retirement Corp
District of Columbia
$196M +$8.39M +4% 6
CA
5080
Crossingbridge Advisors
New York
$195M +$81.5M +72% 120
HAS
5081
Horizon Advisory Services
New York
$195M +$9.29M +5% 47
MPWS
5082
McCarter Private Wealth Services
Massachusetts
$195M +$20.4M +12% 130
PWMG
5083
Pinnacle Wealth Management Group
Michigan
$195M +$20.7M +12% 131
SM
5084
Salzhauer Michael
$195M +$36.5M +23% 89
TC
5085
Touchstone Capital
Pennsylvania
$195M 49
RWRC
5086
R.W. Roge & Company
New York
$195M +$18.9M +11% 59
QHA
5087
Quarry Hill Advisors
Minnesota
$195M +$23.1M +13% 52
MLRA
5088
Main Line Retirement Advisors
Montana
$195M +$19.3M +11% 46
PAM
5089
Peninsula Asset Management
Florida
$195M +$5.36M +3% 45
BFA
5090
Brendel Financial Advisors
New Hampshire
$195M +$16.2M +9% 127
TF
5091
Tenon Financial
New Jersey
$195M -$31.7M -14% 49
SWIM
5092
Smallwood Wealth Investment Management
New Jersey
$195M +$19.4M +11% 598
TCPG
5093
Trivant Custom Portfolio Group
California
$195M +$12.5M +7% 105
E
5094
EntreWealth
Texas
$194M +$49.7M +34% 86
EFSCE
5095
Enterprise Financial Services Corp (EFSC)
Missouri
$194M +$6.61M +4% 170
SERBOO
5096
School Employees Retirement Board of Ohio
Ohio
$194M +$19M +11% 5
FF
5097
Friedenthal Financial
New Jersey
$194M +$11.2M +6% 324
ERFOTCOFW
5098
Employees Retirement Fund of the City of Fort Worth
Texas
$194M -$25.4M -12% 18
BWM
5099
Birchcreek Wealth Management
Ohio
$194M +$17M +10% 122
DCM
5100
Delta Capital Management
New Jersey
$193M +$14.6M +8% 106