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, 6,859 funds (~84%) 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
WM
5101
Wishbone Management
Illinois
$186M -$35M -16% 5
FCC
5102
Flower City Capital
New York
$186M +$16.4M +10% 44
CFG
5103
Cosner Financial Group
Colorado
$186M +$6.39M +4% 38
RMSCM
5104
R.M. Sincerbeaux Capital Management
New York
$186M +$8.67M +5% 39
GAA
5105
Guardian Asset Advisors
Pennsylvania
$186M +$11.7M +7% 110
SFS
5106
Symphony Financial Services
Ohio
$186M +$18.4M +11% 103
BP
5107
BCK Partners
New York
$186M +$15.3M +9% 27
ACM
5108
Alcosta Capital Management
California
$186M +$6.49M +4% 30
BM
5109
Bridger Management
New York
$186M +$16.1M +9% 31
OGM
5110
OnyxPoint Global Management
New York
$186M -$3.41M -2% 30
GSPF
5111
Grafton Street Partners Fund
Florida
$186M +$27.2M +17% 12
LKBC
5112
L.K. Benson & Company
Maryland
$186M +$22.7M +14% 107
SG
5113
Stephens Group
Arkansas
$185M +$3.83M +2% 3
BWG
5114
Boomfish Wealth Group
Georgia
$185M +$12.3M +7% 89
CA
5115
Carson Advisory
Georgia
$185M +$28M +18% 180
FCCM
5116
First City Capital Management
Georgia
$185M +$12.1M +7% 154
AW
5117
Apricus Wealth
South Carolina
$185M +$13.4M +8% 132
CCM
5118
Charter Capital Management
Wisconsin
$185M +$15M +9% 65
RCM
5119
Ratan Capital Management
Florida
$185M -$31.2M -14% 36
EPIM
5120
Equinox Partners Investment Management
Connecticut
$185M +$9.29M +5% 10
IFPL
5121
Investments & Financial Planning LLC
Kentucky
$185M +$11.5M +7% 37
HIMS
5122
Hager Investment Management Services
New Hampshire
$185M +$17.4M +10% 302
CFM
5123
Crawford Fund Management
Massachusetts
$185M +$15.1M +9% 213
IFA
5124
Interactive Financial Advisors
Illinois
$185M -$20.2M -10% 88
CBT
5125
CoreFirst Bank & Trust
Kansas
$185M +$7.84M +4% 345