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
STA
5526
Shade Tree Advisors
New York
$116M +$1.18M +1% 19
FFG
5527
First Financial Group
North Carolina
$115M +$13M +13% 78
PCC
5528
Park Circle Company
Maryland
$115M -$1.44M -1% 115
RHIG
5529
R.H. Investment Group
Arizona
$115M +$6.11M +6% 34
DFG
5530
Dynamic Financial Group
Iowa
$115M +$11.4M +11% 66
SWM
5531
Sentinel Wealth Management
Virginia
$115M +$8.68M +8% 39
AIIC
5532
AJU IB Investment Company
South Korea
$115M +$23.2M +25% 8
GBFP
5533
Golden Bell Financial Planning
Georgia
$115M +$8.9M +8% 36
SFP
5534
Sherwood Financial Partners
California
$115M +$5.51M +5% 9
SCGDR
5535
Sharp Capital Gestora de Recursos
Brazil
$115M +$14.7M +15% 6
BW
5536
Blalock Williams
Alabama
$114M +$14.1M +14% 143
NDWM
5537
New Dimensions Wealth Management
Texas
$114M +$4.66M +4% 20
MHIP
5538
Mountain Hill Investment Partners
New Jersey
$114M -$5M -4% 234
BAM
5539
Broyhill Asset Management
North Carolina
$114M +$3.99M +4% 84
MWM
5540
MY Wealth Management
Maryland
$114M +$9.66M +9% 34
MWML
5541
M Wealth Management LLC
California
$114M +$5.43M +5% 50
UFA
5542
Uptown Financial Advisors
Texas
$114M +$6.11M +6% 74
IG
5543
IFS Group
Pennsylvania
$114M 145
FC
5544
Fjell Capital
North Dakota
$114M +$5.7M +5% 58
PCM
5545
Perkins Capital Management
Minnesota
$113M +$14M +14% 88
SGM
5546
Sellaronda Global Management
New York
$113M -$834K -0.7% 11
PRTG
5547
Post Resch Tallon Group
New York
$113M +$9.22M +9% 111
AMG
5548
APS Management Group
California
$113M 73
CAM
5549
Chesapeake Asset Management
New York
$113M +$2.89M +3% 312
NA
5550
Nestegg Advisors
New York
$113M +$8.79M +8% 52