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
ROP
5551
Rule One Partners
Georgia
$112M +$1.65M +1% 10
HCG
5552
Haven Capital Group
California
$112M -$1.15M -1% 43
F8IS
5553
Figure 8 Investment Strategies
Idaho
$112M +$9.86M +10% 62
RFW
5554
Rainier Family Wealth
Washington
$112M +$12.1M +12% 80
AWA
5555
Archvest Wealth Advisors
California
$112M -$2.57M -2% 68
CDWM
5556
Campbell Deegan Wealth Management
Virginia
$112M +$10.4M +10% 44
SB
5557
Semitam Bonam
New York
$112M +$5.58M +5% 47
PLC
5558
Peapod Lane Capital
New York
$112M +$11.9M +12% 60
CCM
5559
Chicago Capital Management
Illinois
$112M -$24.3M -18% 48
HAP
5560
Harbor Asset Planning
Massachusetts
$112M +$7.03M +7% 415
CCM
5561
Crabel Capital Management
California
$112M -$51.6M -32% 63
JRFS
5562
James Reed Financial Services
Ohio
$112M +$1.33M +1% 18
CCC
5563
Chesapeake Capital Corp
Florida
$111M 150
AAM
5564
American Asset Management
Florida
$111M +$3.01M +3% 33
LGG
5565
Luts & Greenleigh Group
Maryland
$111M +$7.15M +7% 85
LA
5566
LWM Advisors
California
$111M +$7.36M +7% 29
LSL
5567
Legacy Solutions LLC
Pennsylvania
$111M +$6.83M +7% 82
1L
5568
10Elms LLP
Oklahoma
$111M +$6.14M +6% 520
MAM
5569
Maytree Asset Management
Hong Kong
$111M +$51.3M +86% 14
S
5570
SharpePoint
Arizona
$111M +$13.7M +14% 45
CWD
5571
Clarity Wealth Development
Oregon
$111M +$10.3M +10% 47
ABLA
5572
Alan B. Lancz & Associates
Ohio
$111M +$10.8M +11% 137
DFC
5573
DB Fitzpatrick & Co
Idaho
$111M -$2.06M -2% 110
SPC
5574
Square Peg Capital
Australia
$111M -$13.4M -11% 9
MDA
5575
Minot DeBlois Advisors
Massachusetts
$110M +$4.81M +5% 259