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, 6,536 funds (~80%) 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
BRWM
5226
Blue Rock Wealth Management
North Carolina
$161M +$17M +12% 112
LWP
5227
LeClair Wealth Partners
Ohio
$160M +$13.2M +9% 110
CPP
5228
Capasso Planning Partners
South Carolina
$160M -$16.3M -9% 88
AGA
5229
Accuvest Global Advisors
Utah
$160M +$6.72M +4% 94
FIG
5230
FSA Investment Group
Florida
$160M +$25.4M +19% 40
MAG
5231
M3 Advisory Group
Massachusetts
$160M +$15.8M +11% 159
SPF
5232
South Plains Financial
Texas
$160M +$18M +13% 234
NELSF
5233
NewGen Equity Long/Short Fund
Cayman Islands
$160M +$14.9M +10% 40
OA
5234
Oceanside Advisors
South Carolina
$160M +$10.5M +7% 48
PFMU
5235
Privium Fund Management (UK)
United Kingdom
$160M +$3.85M +2% 13
AF
5236
Atala Financial
California
$160M +$14.8M +10% 139
FF
5237
Farrell Financial
New York
$160M +$10.5M +7% 71
RCF
5238
Rainwater Charitable Foundation
Texas
$159M -$9.84M -6% 4
EC
5239
ECP ControlCo
New Jersey
$159M +$18M +13% 3
THC
5240
Truffle Hound Capital
Maryland
$159M +$8.1M +5% 62
ULWM
5241
Upper Left Wealth Management
Florida
$159M +$9.42M +6% 64
EFG
5242
Erickson Financial Group
Pennsylvania
$159M +$11.2M +8% 26
PFA
5243
Pillar Financial Advisors
Kentucky
$159M +$14.4M +10% 119
GL
5244
Gerber LLC
Ohio
$159M +$16.9M +12% 99
BFP
5245
Brewster Financial Planning
New York
$159M +$10.8M +7% 27
TAM
5246
Tabor Asset Management
New York
$159M +$16.1M +11% 53
IPWA
5247
International Private Wealth Advisors
California
$159M +$42.4M +36% 184
MAMG
5248
Milestone Asset Management Group
Connecticut
$159M +$23.9M +18% 114
TT
5249
TI-Trust
Illinois
$159M +$9.73M +7% 132
FFWM
5250
Future Financial Wealth Management
Ohio
$159M +$12.1M +8% 473