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, 6,715 funds (~83%) 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
CIA
5151
Cladis Investment Advisory
Montana
$175M +$15.2M +10% 158
EIM
5152
Ervin Investment Management
Washington
$175M +$14.9M +9% 42
NMC
5153
New Mountain Capital
New York
$175M -$13.7M -7% 1
HA
5154
Hofer & Associates
California
$175M +$14.4M +9% 61
EF
5155
Envision Financial
Wisconsin
$174M +$24.5M +16% 46
HFS
5156
Hoge Financial Services
Pennsylvania
$174M +$13.6M +8% 72
CAM
5157
Councilmark Asset Management
Tennessee
$174M +$16.5M +10% 89
IMC
5158
Inherent Management Corp
New York
$174M -$23M -12% 10
GWCM
5159
Godshalk Welsh Capital Management
Pennsylvania
$174M +$12M +7% 133
MIM
5160
Merrion Investment Management
New Jersey
$174M +$20.1M +13% 108
FCM
5161
Fire Capital Management
California
$174M +$16.7M +11% 98
HCCM
5162
Hudson Canyon Capital Management
New York
$174M +$13.4M +8% 53
SC
5163
Stephenson & Company
California
$174M +$9.51M +6% 44
TCM
5164
Thoma Capital Management
Maryland
$174M +$17M +11% 60
NF
5165
Nvest Financial
New Hampshire
$174M -$18M -9% 128
HFW
5166
Horizon Family Wealth
Illinois
$174M +$10.1M +6% 81
AIMA
5167
Ables Iannone Moore & Associates
Georgia
$174M +$13.1M +8% 58
HLA
5168
Hamilton Lane Advisors
Pennsylvania
$174M +$38.4M +28% 25
ICM
5169
Islay Capital Management
Texas
$174M +$18.8M +12% 235
PFS
5170
Prospect Financial Services
New York
$174M +$13.5M +8% 112
TFG
5171
Taylor Financial Group
Virginia
$174M +$13.6M +8% 107
BAM
5172
Bastion Asset Management
Canada
$174M -$39.8M -19% 85
GCA
5173
Gallagher Capital Advisors
Texas
$174M +$49.9M +40% 73
REAM
5174
Ripple Effect Asset Management
New York
$174M -$1.61M -0.9% 28
VWMG
5175
Virginia Wealth Management Group
Virginia
$174M +$9.07M +6% 55