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
KCM
5476
Kempner Capital Management
Texas
$120M -$66.6M -36% 50
CWIG
5477
Chung Wu Investment Group
Texas
$120M +$24.1M +25% 292
NI
5478
NDVR Inc
Massachusetts
$120M +$13.3M +12% 120
CM
5479
CM Management
Florida
$120M +$10.1M +9% 79
NFP
5480
NorthLanding Financial Partners
New York
$120M +$6.85M +6% 44
HA
5481
Helium Advisors
Washington
$120M -$38.4M -24% 107
PFW
5482
Petros Family Wealth
Minnesota
$119M +$9.97M +9% 150
TCP
5483
TSG Consumer Partners
California
$119M -$41.2M -26% 1
SCVTA
5484
Santa Clara Valley Transportation Authority
California
$119M +$13.8M +13% 4
HWM
5485
Hobbs Wealth Management
Indiana
$119M +$14.5M +14% 59
FA
5486
Freestate Advisors
Kansas
$119M +$7.23M +6% 46
SO
5487
Sierra Ocean
California
$119M -$19.7M -14% 1,029
CPC
5488
CFC Planning Company
Indiana
$119M +$15.4M +15% 111
DFC
5489
DBK Financial Counsel
Ohio
$119M +$8.32M +8% 59
AIM
5490
Alpine Investment Management
Hong Kong
$119M -$90.1M -43% 9
RBC
5491
Rye Brook Capital
Connecticut
$119M +$22.9M +24% 31
GCM
5492
Graver Capital Management
Ohio
$119M +$5.57M +5% 26
AWA
5493
A4 Wealth Advisors
North Carolina
$119M 158
BCM
5494
Bretton Capital Management
California
$119M +$7.85M +7% 20
RCWM
5495
Red Crane Wealth Management
California
$119M +$8.81M +8% 69
ACM
5496
Ativo Capital Management
Illinois
$118M +$6.62M +6% 60
PAG
5497
Poinciana Advisors Group
Florida
$118M +$7.5M +7% 138
OP
5498
Orvieto Partners
Massachusetts
$118M +$5.52M +5% 44
OM
5499
OV Management
Minnesota
$118M -$1.44M -1% 59
GIM
5500
Guardian Investment Management
California
$118M +$18.2M +18% 60