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
SIM
5126
Strategic Investment Management
Virginia
$185M -$1.73M -0.9% 14
KTC
5127
Kentucky Trust Company
Kentucky
$185M +$10.3M +6% 300
SIA
5128
Spectrum Investment Advisors
Wisconsin
$185M +$12.3M +7% 31
PIM
5129
Pullen Investment Management
Florida
$185M +$18.7M +11% 105
FCM
5130
Fairbanks Capital Management
California
$185M +$9.01M +5% 56
HCP
5131
Hiddenite Capital Partners
New York
$184M +$17M +10% 39
NCMW
5132
Northern Capital Management (Washington)
Washington
$184M +$14.3M +8% 47
HVCM
5133
Hel Ved Capital Management
Hong Kong
$184M -$38M -17% 101
SSCM
5134
Sovereign's Capital Management
Georgia
$184M -$2.61M -1% 78
CP
5135
Castleview Partners
Texas
$184M +$28.5M +18% 199
GFL
5136
Granite FO LLC
New Hampshire
$184M +$7.58M +4% 195
PIS
5137
POM Investment Strategies
North Carolina
$184M +$44.1M +32% 221
HWM
5138
HFG Wealth Management
Texas
$184M +$20M +12% 53
MAMU
5139
Myriad Asset Management US
Florida
$184M +$33M +22% 64
WAM
5140
WFA Asset Management
Wisconsin
$184M +$7.08M +4% 212
SFS
5141
Sharp Financial Services
Pennsylvania
$184M +$28.8M +19% 110
AIM
5142
Aurora Investment Managers
Florida
$184M +$18.5M +11% 50
DEM
5143
Disciplined Equity Management
Florida
$184M +$13.4M +8% 69
CCA
5144
Clarity Capital Advisors
Florida
$184M +$12.2M +7% 87
DC
5145
Destiny Capital
Colorado
$183M +$17.6M +11% 53
LFWA
5146
LBJ Family Wealth Advisors
Texas
$183M +$11.5M +7% 29
BAS
5147
Brueske Advisory Services
Washington
$183M +$36.3M +25% 69
BWM
5148
BlackDiamond Wealth Management
New York
$183M +$9.99M +6% 179
CRCM
5149
Crystal Rock Capital Management
Illinois
$183M +$9.75M +6% 33
CCP
5150
Cassia Capital Partners
North Carolina
$183M +$16.9M +10% 60