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
VFO
5601
Virtus Family Office
Texas
$107M +$28.8M +37% 54
RLH
5602
RD Lewis Holdings
Florida
$107M +$7.62M +8% 85
CG
5603
Curat Global
New Hampshire
$107M +$1.83M +2% 297
PWP
5604
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 29
CSIA
5605
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 19
ANBOT
5606
American National Bank of Texas
Texas
$106M 58
STCOSD
5607
Sageworth Trust Company of South Dakota
South Dakota
$106M +$13.8M +15% 53
SPW
5608
Surience Private Wealth
Washington
$106M -$828K -0.8% 44
CF
5609
Conquis Financial
California
$106M +$2.59M +3% 62
FWWM
5610
Fiscal Wisdom Wealth Management
Connecticut
$106M 82
BW
5611
BXM Wealth
Colorado
$106M +$21.4M +25% 139
AA
5612
Armor Advisors
New York
$106M +$4.86M +5% 17
2WWM
5613
21 West Wealth Management
California
$105M +$6.28M +6% 59
RQS
5614
Ramsey Quantitative Systems
Kentucky
$105M +$4.58M +5% 12
WWA
5615
Wisconsin Wealth Advisors
Wisconsin
$105M +$18M +21% 88
HCA
5616
Harpswell Capital Advisors
Maine
$105M 35
PFA
5617
Providence Financial Advisors
Kansas
$105M 49
LCM
5618
Lattice Capital Management
Washington
$104M +$13.5M +15% 24
RHCA
5619
Rosenthal Henry Capital Advisors
Indiana
$104M +$4.86M +5% 41
WCBA
5620
Weaver C. Barksdale & Associates
Tennessee
$104M -$356K -0.3% 63
KWM
5621
Kassira Wealth Management
Tennessee
$104M 53
SPL
5622
Smart Portfolios LLC
Washington
$104M +$4.43M +4% 102
GAA
5623
Green Alpha Advisors
Colorado
$104M -$1.09M -1% 111
RL
5624
Retireful LLC
Michigan
$103M -$41.6M -29% 194
GC
5625
Grange Capital
Oregon
$103M +$7.84M +8% 50