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
BI
5576
Bolthouse Investments
California
$110M +$9.38M +9% 77
SF
5577
Schaeffer Financial
Maryland
$110M +$7.9M +8% 20
CP
5578
Clarendon Private
Massachusetts
$110M +$6.16M +6% 108
RAM
5579
RK Asset Management
Michigan
$110M +$6.23M +6% 23
VMMC
5580
V.M. Manning & Co
South Carolina
$110M +$19.3M +21% 54
KSB
5581
Kennebec Savings Bank
Maine
$110M +$7.67M +8% 264
TGV
5582
TRV GP VI
Massachusetts
$110M +$45.4M +71% 4
KC
5583
Katamaran Capital
United Kingdom
$110M +$6.75M +7% 36
S2L
5584
Sparta 24 Ltd
Israel
$109M -$7.33M -6% 5
CIM
5585
CenturyLink Investment Management
Colorado
$109M +$7.9M +8% 1
LRWM
5586
Lord & Richards Wealth Management
Colorado
$109M +$13.5M +14% 55
CPA
5587
Compass Planning Associates
Massachusetts
$109M +$96.5K +0.1% 124
AC
5588
Aldebaran Capital
Indiana
$109M +$7.53M +7% 35
BCM
5589
BML Capital Management
Indiana
$109M -$21.8M -17% 28
Q1WB
5590
Quest 10 Wealth Builders
Virginia
$108M +$5.74M +6% 921
CCMW
5591
Cypress Capital Management (Wyoming)
Wyoming
$108M +$16.3M +18% 190
RF
5592
Roxbury Financial
New Jersey
$108M +$5.65M +6% 375
VPW
5593
Variant Private Wealth
Virginia
$108M +$11.9M +12% 38
SWTS
5594
Stonehaven Wealth & Tax Solutions
Wisconsin
$108M +$5.75M +6% 85
4A
5595
4Wealth Advisors
Illinois
$108M +$11.9M +12% 141
NFC
5596
Northstar Financial Companies
Pennsylvania
$108M +$11.9M +12% 112
DM
5597
Delphi Management
Massachusetts
$108M +$4.3M +4% 85
DWRES
5598
Divco West Real Estate Services
California
$108M +$12.5M +13% 4
NCTC
5599
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 88
VWM
5600
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 57