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
SPWM
5376
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 130
MPW
5377
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 115
FWM
5378
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 72
JWM
5379
Jacksonville Wealth Management
Florida
$136M +$11.8M +9% 68
LW
5380
Lauer Wealth
Indiana
$136M +$16.8M +14% 64
SWM
5381
SpringVest Wealth Management
Texas
$136M +$12.5M +10% 67
SF
5382
SageOak Financial
Oklahoma
$136M +$11M +9% 33
DW
5383
Durante & Waters
New York
$136M +$8.88M +7% 33
WH
5384
Wallace Hart
Kentucky
$136M +$10.3M +8% 60
MCM
5385
Moon Capital Management
New York
$136M +$4.41M +3% 16
AF
5386
Amara Financial
California
$136M +$22.2M +20% 48
DAM
5387
Diamant Asset Management
Connecticut
$136M +$4.46M +3% 72
BWMG
5388
Bannerman Wealth Management Group
Texas
$136M +$5.38M +4% 36
MQWP
5389
Morey & Quinn Wealth Partners
Nebraska
$136M +$10.7M +9% 134
HA
5390
HFG Advisors
Ohio
$136M +$9.34M +7% 110
HCM
5391
Hestia Capital Management
Pennsylvania
$136M +$1.62M +1% 17
RW
5392
Ridgeline Wealth
Arizona
$135M +$12.9M +10% 53
S
5393
Systrade
Liechtenstein
$135M +$47.1M +53% 14
BTC
5394
Bank & Trust Company
Illinois
$135M +$9M +7% 302
AC
5395
Amitell Capital
Singapore
$135M -$42.8M -24% 64
CAG
5396
Cypress Advisory Group
Arizona
$135M +$6.28M +5% 69
PFG
5397
Pacific Financial Group
Washington
$135M +$6.92M +5% 63
FFG
5398
Floyd Financial Group
Missouri
$135M +$26.8M +25% 61
EAM
5399
Eschler Asset Management
United Kingdom
$135M +$2.31M +2% 84
MWA
5400
Muirfield Wealth Advisors
North Carolina
$135M +$9.23M +7% 76