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, 6,605 funds (~81%) 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
JRFS
6001
James Reed Financial Services
Ohio
$112M +$1.33M +1% 18
CCC
6002
Chesapeake Capital Corp
Florida
$111M 150
AAM
6003
American Asset Management
Florida
$111M +$3.01M +3% 33
LGG
6004
Luts & Greenleigh Group
Maryland
$111M +$7.15M +7% 85
LA
6005
LWM Advisors
California
$111M +$7.36M +7% 29
LSL
6006
Legacy Solutions LLC
Pennsylvania
$111M +$6.83M +7% 82
1L
6007
10Elms LLP
Oklahoma
$111M +$6.14M +6% 520
MAM
6008
Maytree Asset Management
Hong Kong
$111M +$51.3M +86% 14
S
6009
SharpePoint
Arizona
$111M +$13.7M +14% 45
CWD
6010
Clarity Wealth Development
Oregon
$111M +$10.3M +10% 47
ABLA
6011
Alan B. Lancz & Associates
Ohio
$111M +$10.8M +11% 137
DFC
6012
DB Fitzpatrick & Co
Idaho
$111M -$2.06M -2% 110
IFO
6013
Intrepid Family Office
Florida
$111M +$18M +19% 45
SPC
6014
Square Peg Capital
Australia
$111M -$13.4M -11% 9
MDA
6015
Minot DeBlois Advisors
Massachusetts
$110M +$4.81M +5% 259
BI
6016
Bolthouse Investments
California
$110M +$9.38M +9% 77
SF
6017
Schaeffer Financial
Maryland
$110M +$7.9M +8% 20
CP
6018
Clarendon Private
Massachusetts
$110M +$6.16M +6% 108
RAM
6019
RK Asset Management
Michigan
$110M +$6.23M +6% 23
DI
6020
DRH Investments
California
$110M +$13.1M +14% 12
VMMC
6021
V.M. Manning & Co
South Carolina
$110M +$19.3M +21% 54
KSB
6022
Kennebec Savings Bank
Maine
$110M +$7.67M +8% 264
TGV
6023
TRV GP VI
Massachusetts
$110M +$45.4M +71% 4
KC
6024
Katamaran Capital
United Kingdom
$110M +$6.75M +7% 36
BWLSA
6025
Blue Water Life Science Advisors
California
$110M -$16.7M -13% 9