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, 6,984 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
NFA
6551
Northwest Financial Advisors
Virginia
$77.8M +$6.17M +9% 106
8GI
6552
8VC GP I
Texas
$77.8M -$24M -24% 2
CM
6553
Certares Management
New York
$77.3M +$15.3M +25% 1
YIM
6554
Yoffe Investment Management
Pennsylvania
$76.9M +$3.78M +5% 117
CSC
6555
Cove Street Capital
California
$76.6M +$8.4M +12% 104
EFI
6556
EHP Funds Inc
Canada
$76M -$11.1M -13% 114
OCM
6557
Orchard Capital Management
Illinois
$75.8M -$14.7M -16% 45
CCM
6558
Courage Capital Management
Tennessee
$75.7M +$7.88M +12% 14
VM
6559
Varde Management
Minnesota
$75.2M -$244K -0.3% 6
FCI
6560
Financial Counselors Inc
Kansas
$75.2M +$4.46M +6% 15
IAP
6561
Indie Asset Partners
Indiana
$75.1M +$20.2M +37% 80
GCM
6562
GuideStone Capital Management
Texas
$74.8M +$14.5M +24% 1
WFA
6563
Wells Financial Advisors
Massachusetts
$74.7M +$1.95M +3% 77
CIR
6564
Clear Investment Research
Georgia
$74.6M -$4.64M -6% 258
SWM
6565
Stapp Wealth Management
Washington
$74.4M +$4.95M +7% 33
WEO
6566
William E. Oberndorf
$74.2M -$16.3M -18% 10
GCS
6567
Gordian Capital (Singapore)
Singapore
$73.9M +$5.78M +8% 165
KCM
6568
Key Colony Management
Arkansas
$73.7M -$14.7M -17% 7
KA
6569
Kailix Advisors
Florida
$73.5M +$8.89M +14% 10
ARMT
6570
Amica Retiree Medical Trust
Rhode Island
$73.2M +$3.9M +6% 143
HAS
6571
Holland Advisory Services
Florida
$72.8M +$4.34M +6% 45
OR
6572
Olympiad Research
Connecticut
$71.9M +$10.6M +17% 300
RWA
6573
Redmont Wealth Advisors
Illinois
$71.8M 307
ECM
6574
Element Capital Management
New York
$70.6M +$29.7M +73% 47
ADEF
6575
ABS Direct Equity Fund
Connecticut
$69.9M +$7.04M +11% 37