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, 6,306 funds (~78%) 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
CGA
5301
Channing Global Advisors
Florida
$144M -$10.5M -7% 47
GK
5302
Graney & King
New York
$144M -$4.55M -3% 359
WWA
5303
Wingate Wealth Advisors
Massachusetts
$144M +$32.1M +29% 113
CRIG
5304
Charter Research & Investment Group
Connecticut
$144M +$10.5M +8% 85
OC
5305
Opinicus Capital
Florida
$144M +$12.8M +10% 113
VIM
5306
Villanova Investment Management
Pennsylvania
$144M +$47.8M +49% 59
WAM
5307
WealthTrust Asset Management
Florida
$144M +$10.6M +8% 89
DCM
5308
Davis Capital Management
Florida
$144M 615
NJIM
5309
Nabity-Jensen Investment Management
Nebraska
$144M +$8.71M +6% 70
VP
5310
Vitruvian Partners
United Kingdom
$144M -$20M -12% 7
SA
5311
Stonebridge Advisors
Connecticut
$144M -$7.76M -5% 5
QFMHK
5312
Q Fund Management (Hong Kong)
$144M -$37.7M -21% 35
EB
5313
Exchange Bank
California
$144M +$17.7M +14% 128
MEAC
5314
M.E. Allison & Co
Texas
$144M +$19.2M +15% 190
AWP
5315
Astra Wealth Partners
New Jersey
$144M +$19.7M +16% 100
CJ
5316
Caitlin John
Michigan
$144M +$33.8M +31% 875
CCM
5317
Crestwood Capital Management
New York
$144M -$3.25M -2% 15
GPW
5318
Gentry Private Wealth
Kansas
$144M +$12.7M +10% 97
ICMP
5319
Integrated Capital Management (Pennsylvania)
Pennsylvania
$143M +$12M +9% 74
ECA
5320
Elevate Capital Advisors
Colorado
$143M +$18M +14% 84
BF
5321
bLong Financial
Tennessee
$143M +$13.9M +11% 81
TC
5322
Tsai Capital
New York
$143M +$6.96M +5% 28
MVA
5323
Mount Vernon Associates
Maryland
$143M +$4.83M +3% 55
HF
5324
Holcombe Financial
Georgia
$143M +$10.4M +8% 44
CSI
5325
Cross Staff Investments
New York
$143M +$8.63M +6% 133