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, 6,859 funds (~84%) 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
OFP
6326
OFC Financial Planning
New Jersey
$101M +$6.8M +7% 56
PCMN
6327
Paradigm Capital Management (Nevada)
Nevada
$101M -$318K -0.3% 64
PFG
6328
Putney Financial Group
California
$101M +$1.77M +2% 294
PBK
6329
Peoples Bank (Kansas)
Kansas
$101M -$48.4M -32% 121
MWC
6330
MKD Wealth Coaches
Michigan
$100M +$5.53M +6% 26
UIM
6331
Unified Investment Management
Georgia
$100M +$6.94M +7% 139
PCOTEOTHU
6332
Provident Company of the Employees of the Hebrew University
Israel
$100M -$253K -0.3% 32
PBM
6333
Propel Bio Management
California
$99.9M +$17.5M +21% 21
PAIA
6334
Park Avenue Institutional Advisers
New York
$99.6M 1
FLC
6335
Fifth Lane Capital
Texas
$99.5M +$17M +21% 135
MVPGP
6336
Magma Venture Partners General Partner
Israel
$99M -$7.81M -7% 3
ACMH
6337
Andar Capital Management (HK)
Hong Kong
$98.9M +$13.3M +16% 29
KPWM
6338
KDK Private Wealth Management
Texas
$98.7M +$5.01M +5% 59
MFG
6339
Mustico Financial Group
New York
$98.7M -$9.63M -9% 39
PC
6340
Payne Capital
Oregon
$98.6M 55
RMF
6341
Red Mountain Financial
Colorado
$98.5M +$8.45M +9% 76
AB
6342
Aozora Bank
Japan
$98.4M +$1.41M +1% 2
JC
6343
JBGlobal.com
New York
$98.2M +$1.95M +2% 30
GCWM
6344
Graham Capital Wealth Management
District of Columbia
$98.2M +$8.13M +9% 81
TAI
6345
Terra Alpha Investments
District of Columbia
$98.1M +$1.91M +2% 33
IC
6346
Inkwell Capital
Florida
$98.1M +$4.69M +5% 31
WIM
6347
Waycross Investment Management
Washington
$98M +$1.88M +2% 43
AWP
6348
Atlas Wealth Partners
Pennsylvania
$98M +$11.3M +13% 62
CMTU
6349
Capital Markets Trading (UK)
United Kingdom
$97.9M +$9.85M +11% 125
QEI
6350
QSV Equity Investors
Illinois
$97.9M +$1.92M +2% 96