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, 6,087 funds (~75%) 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
KF
5426
K2 Financial
California
$124M +$11.1M +10% 59
CIA
5427
Christian Investment Advisors
Texas
$124M -$20.1M -14% 13
ACMA
5428
Arbor Capital Management (Alaska)
Alaska
$124M +$9.66M +8% 109
WAG
5429
Wallace Advisory Group
California
$124M -$13.4M -10% 187
RWJF
5430
Robert Wood Johnson Foundation
New Jersey
$124M +$11.1M +10% 3
FG
5431
Fairman Group
Pennsylvania
$124M +$2.6M +2% 284
SI
5432
SCP Investment
California
$124M -$530K -0.4% 52
HB
5433
Hauser Brothers
Germany
$124M +$23.6M +23% 7
JAA
5434
Joel Adams & Associates
North Carolina
$124M +$11M +10% 66
LCG
5435
Lakeshore Capital Group
Illinois
$124M +$11.1M +10% 79
OFG
5436
Orcam Financial Group
California
$124M +$8.73M +8% 55
LSC
5437
Lesa Sroufe & Co
Washington
$124M +$14.9M +14% 73
FAI
5438
Fiduciary Advisors Inc
Missouri
$124M +$10.1M +9% 102
IP
5439
Integras Partners
Georgia
$124M +$24.5M +25% 62
OF
5440
Outfitter Financial
Maine
$124M +$6.32M +5% 78
EPCA
5441
Elizabeth Park Capital Advisors
Ohio
$124M +$12.1M +11% 51
VFP
5442
Vested Financial Planning
California
$123M +$10.9M +10% 30
LWM
5443
Lighthouse Wealth Management
Ohio
$123M +$7.64M +7% 45
DFA
5444
Davies Financial Advisors
California
$123M -$5.62M -4% 77
SCM
5445
Stonepine Capital Management
Oregon
$123M +$21.5M +21% 77
MCFP
5446
Mallini Complete Financial Planning
Florida
$123M +$43.8M +55% 63
MAFA
5447
MJT & Associates Financial Advisory
Minnesota
$123M +$42.3M +52% 526
OFO
5448
OneAscent Family Office
Alabama
$123M +$17.2M +16% 168
CCP
5449
Crocodile Capital Partners
Germany
$123M +$63.3M +106% 12
SEA
5450
Stegent Equity Advisors
Texas
$123M +$9.89M +9% 118