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
AIA
5701
Arrow Investment Advisors
Maryland
$90.6M -$12.7M -12% 66
SIRP
5702
Shelter Insurance Retirement Plan
Missouri
$90.5M +$5.08M +6% 8
SIC
5703
Sage Investment Counsel
Tennessee
$90.3M +$4.02M +5% 133
RCA
5704
Roberts Capital Advisors
Colorado
$89.9M -$45.2M -33% 98
PCP
5705
Pacific Capital Partners
$89.8M -$16.9M -16% 51
AM
5706
Ampfield Management
New York
$89.7M -$5.07M -5% 5
BCM
5707
BIOS Capital Management
Texas
$88.9M +$16.3M +23% 6
VR
5708
Valued Retirements
Texas
$88.6M $0 0% 89
BI
5709
Bradyco Inc
Massachusetts
$88.2M -$48.2M -35% 49
TR
5710
Tepp RIA
New Jersey
$88.1M +$10.6M +14% 38
KC
5711
Kize Capital
New York
$87.7M -$23.6M -21% 7
MCAI
5712
Members Capital Advisors Inc
Wisconsin
$87M +$324K +0.4% 31
SONJCPFE
5713
State of New Jersey Common Pension Fund E
New Jersey
$86.7M -$8.97M -9% 1
MFS
5714
Miller Financial Services
Michigan
$86.5M +$8.07M +10% 116
IA
5715
Incentive AS
Norway
$86.1M -$14.1M -14% 1
OWMIAS
5716
One Wealth Management Investment & Advisory Services
Florida
$86.1M +$8.47M +11% 51
SV
5717
Sapphire Ventures
Texas
$84.6M -$5.86M -6% 6
TWM
5718
Tripletail Wealth Management
Florida
$84.6M +$14.5M +21% 330
FWM
5719
FSR Wealth Management
Illinois
$84.5M +$6.59M +8% 46
HFCII
5720
H&F Corporate Investors IX
California
$83.9M -$8.04M -9% 1
WCAU
5721
Working Capital Advisors (UK)
United Kingdom
$83.6M +$8.71M +12% 4
RTC
5722
Real Talk Capital
Tennessee
$83.4M $0 0% 85
PBT
5723
Pictet Bank & Trust
Bahamas
$83.2M -$2.12M -2% 39
EFP
5724
Elser Financial Planning
Indiana
$83M +$2.82M +4% 75
RTM
5725
Red Tree Management
California
$82.9M +$9.6M +13% 3