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
IFSI
5501
Integrated Financial Solutions, Inc.
Virginia
$118M 24
WHCFA
5502
William Howard & Co Financial Advisors
Tennessee
$118M +$2.9M +3% 58
PGWM
5503
Pitti Group Wealth Management
New York
$117M +$1.6M +1% 83
SAM
5504
Smith Asset Management
Florida
$117M +$1.57M +1% 71
BFM
5505
Blacksheep Fund Management
Ireland
$117M +$45.8M +64% 4
AIA
5506
Aventus Investment Advisors
Florida
$117M +$5.98M +5% 163
VFM
5507
Vision Financial Markets
Connecticut
$117M +$11M +10% 457
TF
5508
Telligent Fund
Hong Kong
$117M +$7.66M +7% 42
KIA
5509
Kraematon Investment Advisors
Massachusetts
$117M +$10.9M +10% 103
AIG
5510
Abbington Investment Group
Connecticut
$117M 48
SA
5511
Sincerus Advisory
New York
$117M +$10.4M +10% 70
GCWM
5512
Guided Capital Wealth Management
Texas
$117M -$13.2M -10% 39
BPW
5513
BLVD Private Wealth
Kentucky
$117M +$10.4M +10% 81
SWM
5514
Stonebridge Wealth Management
Illinois
$117M +$10.5M +10% 36
CWM
5515
C2C Wealth Management
Arizona
$116M +$6.08M +6% 85
MIA
5516
MeadowBrook Investment Advisors
Michigan
$116M +$4.47M +4% 234
IMC
5517
Investment Management Corporation
Virginia
$116M +$6.14M +6% 175
EHMS
5518
Empower Harvest Management Services
Cayman Islands
$116M +$10.4M +10% 1
NIP
5519
Norwood Investment Partners
California
$116M -$17.2M -13% 17
WHC
5520
Wulff, Hansen & Co
California
$116M -$662K -0.6% 106
GFM
5521
GEN Financial Management
Minnesota
$116M -$6.31M -5% 45
RA
5522
Rovida Advisors
Florida
$116M +$3.54M +3% 13
MM
5523
Morangie Management
Florida
$116M +$673K +0.6% 33
SAM
5524
Sherman Asset Management
California
$116M +$3.13M +3% 148
OPWM
5525
Oregon Pacific Wealth Management
Oregon
$116M +$10M +9% 156