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
AA
5451
ArborFi Advisors
Michigan
$123M +$9.23M +8% 50
AWF
5452
Alpha Wealth Funds
Utah
$122M +$15.3M +14% 62
BAWC
5453
Boyce & Associates Wealth Consulting
Texas
$122M +$12.7M +12% 79
OIM
5454
Orca Investment Management
Oregon
$122M +$11.2M +10% 61
KFG
5455
Kropog Financial Group
Louisiana
$122M +$7.72M +7% 31
EFG
5456
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 116
MPCA
5457
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 65
SKK
5458
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 61
WA
5459
Wilmar Advisors
Florida
$122M +$17.6M +17% 23
TIP
5460
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 73
SA
5461
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 25
GHCL
5462
Great Hill Capital LLC
New York
$122M 38
FF
5463
Fortitude Financial
Washington
$122M +$9.03M +8% 34
JBW
5464
Journey Beyond Wealth
Georgia
$122M +$2.99M +3% 31
VWM
5465
VanWeelden Wealth Management
Ohio
$122M 19
OWA
5466
ORBA Wealth Advisors
Illinois
$121M +$11.7M +11% 79
AWM
5467
Alterna Wealth Management
Texas
$121M -$3.41M -3% 116
RCA
5468
Runnymede Capital Advisors
Ohio
$121M +$12.9M +12% 74
ARA
5469
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 53
II
5470
Ibex Investors
Colorado
$121M +$23M +24% 16
DFP
5471
Defined Financial Planning
California
$121M +$7.99M +7% 76
AAA
5472
AG Asset Advisory
California
$121M +$5.47M +5% 26
PWP
5473
Phillips Wealth Planners
Mississippi
$120M +$10.1M +9% 215
LG
5474
Lane Generational
Massachusetts
$120M +$13.2M +12% 35
BCM
5475
Barden Capital Management
Texas
$120M +$6.18M +5% 62