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, 6,086 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
WAM
5676
Wernau Asset Management
Massachusetts
$96.6M +$8.21M +9% 46
PHIMC
5677
Private Harbour Investment Management & Counsel
Ohio
$96.6M +$30.9K +0% 41
FWS
5678
FinDec Wealth Services
California
$96.6M +$946K +1% 36
SCM
5679
Summerhill Capital Management
Ontario, Canada
$96.3M +$7.2M +8% 19
MWM
5680
Meadowbrook Wealth Management
New York
$96.2M 84
ASM
5681
AI-Squared Management
Hong Kong
$96M +$73.9M +333% 27
CS
5682
Crescent Sterling
Louisiana
$95.1M +$5.71M +6% 76
AACA
5683
American Assets Capital Advisers
California
$94.7M -$4.8M -5% 40
JRCM
5684
Jones Road Capital Management
New York
$94.6M -$8.11M -8% 24
ES
5685
ETF Store
Kansas
$94.3M +$7.97M +9% 94
HCVG
5686
H Capital V GP
Cayman Islands
$94M +$6.23M +7% 1
OIS
5687
OneAscent Investment Solutions
Alabama
$94M +$313K +0.3% 140
BCM
5688
BCK Capital Management
Connecticut
$94M -$21.9M -19% 122
AM
5689
Account Management
Massachusetts
$93.8M +$2.73M +3% 26
GBA
5690
Garrison Bradford & Associates
New York
$93.6M +$3.29M +4% 59
GIA
5691
Goodwin Investment Advisory
Georgia
$93.3M +$6.65M +8% 30
BDPWM
5692
Barnes Dennig Private Wealth Management
Ohio
$93.1M +$9.59M +11% 340
MRP
5693
Measured Risk Portfolios
California
$92.4M +$2.99M +3% 67
DHC
5694
Drum Hill Capital
Connecticut
$92.4M +$1.94M +2% 50
YG
5695
York GP
Cayman Islands
$92M -$12.4M -12% 3
FFS
5696
Fortress Financial Solutions
Arizona
$91.8M +$12.1M +15% 72
ETCM
5697
Evolutionary Tree Capital Management
Virginia
$91.7M -$2.44M -3% 31
FNWA
5698
Financial Network Wealth Advisors
Utah
$91.4M +$9.19M +11% 860
WI
5699
Wedgewood Investors
Pennsylvania
$91.2M +$4.36M +5% 109
OE
5700
October Effect
Virginia
$90.6M +$7.69M +9% 59