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, 7,209 funds (~89%) 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
EVC
6601
Emeth Value Capital
Louisiana
$103M -$9.3M -8% 5
WFA
6602
WJ Financial Advisors
Connecticut
$103M 108
JPT
6603
Jordan Park Trust
New Hampshire
$103M -$5.19M -5% 15
IWC
6604
Infinity Wealth Counsel
Ohio
$103M +$4.03M +4% 64
AFR
6605
Applied Fundamental Research
Massachusetts
$103M -$9.91M -9% 11
CH
6606
CVS Health
Rhode Island
$103M -$87.8M -46% 3
CPX
6607
Canaan Partners XI
California
$103M -$68.9M -40% 4
CCAL
6608
City Center Advisors LLC
Michigan
$103M +$9.56M +10% 199
WPWM
6609
Western Pacific Wealth Management
Illinois
$102M -$1.82M -2% 206
PFG
6610
Prospect Financial Group
Virginia
$102M +$6.76M +7% 66
NFTC
6611
North Forty Two & Co
Oregon
$102M +$8.3M +9% 103
BOTPPF
6612
Board of the Pension Protection Fund
United Kingdom
$102M +$9.64M +10% 184
SPM
6613
Sycamore Partners Management
New York
$102M -$70M -41% 1
WAM
6614
Waterfall Asset Management
New York
$102M +$18.5M +22% 18
HFA
6615
Hutchinson Financial Advisors
Virginia
$102M +$12.5M +14% 67
LWM
6616
Lionsbridge Wealth Management
Florida
$102M +$1.02M +1% 66
SCM
6617
Superstring Capital Management
New York
$102M +$21.2M +26% 51
SSCM
6618
Seven Six Capital Management
New York
$101M -$8.58M -8% 26
BIS
6619
BG Investment Services
Guam
$101M +$21.4M +27% 48
CWMP
6620
Clarion Wealth Managment Partners
Virginia
$101M +$10M +11% 84
PWM
6621
Partners Wealth Management
California
$101M +$13.5M +15% 136
MFGI
6622
Mann Financial Group, Inc.
Minnesota
$101M 32
RIG
6623
Ramiah Investment Group
Wisconsin
$101M 34
TCM
6624
Traub Capital Management
Massachusetts
$101M -$6.97M -6% 567
BSTWA
6625
Blake Schutter Theil Wealth Advisors
Ohio
$101M +$13M +15% 111