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, 6,249 funds (~77%) 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
SHFA
5351
Sherrill & Hutchins Financial Advisory
Georgia
$138M +$9.37M +7% 12
PW
5352
Paladin Wealth
Minnesota
$138M +$9.29M +7% 126
MWA
5353
Merkkuri Wealth Advisors
New York
$138M +$6.08M +5% 85
GC
5354
Glenorchy Capital
Australia
$138M +$1.97M +1% 66
CWP
5355
Corepath Wealth Partners
Arizona
$138M +$19.2M +16% 41
BAWM
5356
Bennett Associates Wealth Management
Pennsylvania
$138M +$7.7M +6% 54
EWA
5357
Elevate Wealth Advisory
Georgia
$138M -$2.91M -2% 136
AVI
5358
Asset Value Investors
United Kingdom
$138M +$1.44M +1% 3
AGAM
5359
Audent Global Asset Management
California
$138M -$2.59M -2% 57
MWM
5360
Moulton Wealth Management
Washington
$137M +$5.23M +4% 45
TL
5361
TowerView LLC
New York
$137M -$2.88M -2% 20
HFAS
5362
Hummer Financial Advisory Services
Illinois
$137M +$4.19M +3% 119
CCA
5363
Cottonwood Capital Advisors
Utah
$137M -$11.6M -8% 132
LI
5364
Latash Investments
Alaska
$137M +$7.77M +6% 18
LFS
5365
Littlejohn Financial Services
Oregon
$137M +$7.76M +6% 77
MSK
5366
Melissa S. Kampmann
$137M +$3.98M +3% 40
SFSG
5367
Sound Financial Strategies Group
Mississippi
$137M +$18.7M +16% 112
LPP
5368
Life Planning Partners
Florida
$137M +$11.3M +9% 71
CFG
5369
Clayton Financial Group
Missouri
$137M +$52.8M +63% 278
AGP
5370
Aspire Growth Partners
Florida
$137M +$14.8M +12% 120
RSF
5371
Rik Saylor Financial
Ohio
$137M +$6.87M +5% 84
SHF
5372
Stage Harbor Financial
Massachusetts
$137M +$13.6M +11% 60
EC
5373
Enhancing Capital
Pennsylvania
$137M +$5.55M +4% 94
BC
5374
Broadwater Capital
Massachusetts
$137M +$8.04M +6% 220
AWA
5375
AGH Wealth Advisors
Kansas
$136M +$15.1M +12% 134