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, 6,946 funds (~86%) 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
SPWM
5951
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 130
MPW
5952
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 115
FWM
5953
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 72
PCU
5954
Palliser Capital (UK)
United Kingdom
$136M -$831K -0.6% 8
JWM
5955
Jacksonville Wealth Management
Florida
$136M +$11.8M +9% 68
LW
5956
Lauer Wealth
Indiana
$136M +$16.8M +14% 64
CSA
5957
Cornerstone Select Advisors
Missouri
$136M +$22.4M +20% 115
SWM
5958
SpringVest Wealth Management
Texas
$136M +$12.5M +10% 67
SF
5959
SageOak Financial
Oklahoma
$136M +$11M +9% 33
DW
5960
Durante & Waters
New York
$136M +$8.88M +7% 33
WH
5961
Wallace Hart
Kentucky
$136M +$10.3M +8% 60
MCM
5962
Moon Capital Management
New York
$136M +$4.41M +3% 16
AF
5963
Amara Financial
California
$136M +$22.2M +20% 48
DAM
5964
Diamant Asset Management
Connecticut
$136M +$4.46M +3% 72
BWMG
5965
Bannerman Wealth Management Group
Texas
$136M +$5.38M +4% 36
MQWP
5966
Morey & Quinn Wealth Partners
Nebraska
$136M +$10.7M +9% 134
HA
5967
HFG Advisors
Ohio
$136M +$9.34M +7% 110
HCM
5968
Hestia Capital Management
Pennsylvania
$136M +$1.62M +1% 17
RW
5969
Ridgeline Wealth
Arizona
$135M +$12.9M +10% 53
S
5970
Systrade
Liechtenstein
$135M +$47.1M +53% 14
BTC
5971
Bank & Trust Company
Illinois
$135M +$9M +7% 302
AC
5972
Amitell Capital
Singapore
$135M -$42.8M -24% 64
CAG
5973
Cypress Advisory Group
Arizona
$135M +$6.28M +5% 69
BCM
5974
Barrier Capital Management
California
$135M -$11.4M -8% 16
PFG
5975
Pacific Financial Group
Washington
$135M +$6.92M +5% 63