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
FFG
5976
Floyd Financial Group
Missouri
$135M +$26.8M +25% 61
EAM
5977
Eschler Asset Management
United Kingdom
$135M +$2.31M +2% 84
MWA
5978
Muirfield Wealth Advisors
North Carolina
$135M +$9.23M +7% 76
KWM
5979
Koa Wealth Management
California
$135M +$8.93M +7% 60
MMCM
5980
Murphy & Mullick Capital Management
New York
$135M +$11.7M +10% 717
CAM
5981
Clio Asset Management
Virginia
$135M +$7.19M +6% 15
BFS
5982
Burr Financial Services
California
$135M +$15.8M +13% 32
BCI
5983
Blue Capital Inc
Nebraska
$135M -$6.42M -5% 121
GWM
5984
GK Wealth Management
Nevada
$135M +$34M +34% 189
MPA
5985
Marvin & Palmer Associates
Delaware
$135M +$17.9M +15% 44
CWM
5986
Copia Wealth Management
Oregon
$135M +$16M +14% 492
NI
5987
NCP Inc
California
$135M +$28.4M +27% 54
MCM
5988
Monimus Capital Management
New Jersey
$134M +$9.86M +8% 69
BDL
5989
Bey-Douglas LLC
Georgia
$134M -$32.8M -20% 66
MC
5990
Medici Capital
California
$134M +$46.7M +53% 37
SFG
5991
Shum Financial Group
California
$134M 94
CW
5992
Cooksen Wealth
Texas
$134M +$9.5M +8% 90
AWA
5993
Arbor Wealth Advisors
Michigan
$134M +$10.7M +9% 56
MFG
5994
Mendota Financial Group
Wisconsin
$134M +$28.2M +27% 118
CI
5995
Corient IA
Florida
$134M -$35.9M -21% 327
HPBT
5996
Hickory Point Bank & Trust
Illinois
$134M +$9.85M +8% 128
TWA
5997
Trace Wealth Advisors
California
$134M +$11.4M +9% 68
RPGNY
5998
Retirement Planning Group (New York)
New York
$134M +$19.9M +17% 90
PCMU
5999
Paragon Capital Management (Utah)
Utah
$134M +$2.57M +2% 72
AFW
6000
Avantra Family Wealth
Pennsylvania
$134M +$12.6M +10% 177