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, 6,566 funds (~81%) 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
AH
5201
Addis & Hill
Pennsylvania
$164M +$10.9M +7% 27
WHCI
5202
W.H. Cornerstone Investments
Massachusetts
$164M +$6.2M +4% 120
AMAL
5203
Asset Management Advisors LLC
Oklahoma
$164M +$14.9M +10% 18
PTCG
5204
Pring Turner Capital Group
California
$164M +$9M +6% 69
RFO
5205
RiverGlades Family Offices
Florida
$164M +$11.3M +7% 93
RFS
5206
Retirement Financial Solutions
Tennessee
$164M +$2.45M +2% 49
KFG
5207
Kingdom Financial Group
Arizona
$164M +$49.1M +43% 87
UPS
5208
UHLMANN PRICE SECURITIES
Illinois
$164M +$23.4M +17% 204
MFA
5209
McClarren Financial Advisors
Pennsylvania
$164M +$9.85M +6% 76
SG
5210
Stanich Group
New York
$163M +$51.7M +46% 57
LFA
5211
Legend Financial Advisors
Pennsylvania
$163M +$12.6M +8% 172
MIM
5212
Meixler Investment Management
Arizona
$163M +$17.9M +12% 103
PWSG
5213
Pacific Wealth Strategies Group
California
$163M +$10.5M +7% 64
CC
5214
CF Capital
Massachusetts
$163M +$84.6M +108% 56
KPPF
5215
Klein Pavlis & Peasley Financial
California
$163M +$13M +9% 99
FFA
5216
Frazier Financial Advisors
Ohio
$163M +$21.1M +15% 695
TMWM
5217
Taylor & Morgan Wealth Management
Michigan
$163M +$14.7M +10% 74
AIM
5218
Archer Investment Management
Texas
$163M +$25M +18% 63
PBO
5219
Peoples Bank (Ohio)
Ohio
$163M +$892K +0.6% 101
KCM
5220
Kerusso Capital Management
North Carolina
$163M +$1.12M +0.7% 59
FFWA
5221
Forthright Family Wealth Advisory
Texas
$163M +$4.77M +3% 60
BAM
5222
Byrne Asset Management
New Jersey
$163M +$11.5M +8% 624
LKWM
5223
Lee-Kelleher Wealth Management
Maryland
$162M +$11.9M +8% 41
HWA
5224
Heritage Wealth Architects
Minnesota
$162M +$26.5M +20% 59
BCM
5225
Berbice Capital Management
New York
$162M +$19.6M +14% 208