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, 7,614 funds (~94%) 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
KIA
6801
Kraematon Investment Advisors
Massachusetts
$117M +$10.9M +10% 103
AIG
6802
Abbington Investment Group
Connecticut
$117M 48
CCM
6803
Chiron Capital Management
Florida
$117M +$1.84M +2% 136
SA
6804
Sincerus Advisory
New York
$117M +$10.4M +10% 70
GCWM
6805
Guided Capital Wealth Management
Texas
$117M -$13.2M -10% 39
BPW
6806
BLVD Private Wealth
Kentucky
$117M +$10.4M +10% 81
SWM
6807
Stonebridge Wealth Management
Illinois
$117M +$10.5M +10% 36
CWM
6808
C2C Wealth Management
Arizona
$116M +$6.08M +6% 85
MF
6809
Midwestern Financial
Iowa
$116M +$9.83M +9% 55
MIA
6810
MeadowBrook Investment Advisors
Michigan
$116M +$4.47M +4% 234
IMC
6811
Investment Management Corporation
Virginia
$116M +$6.14M +6% 175
EHMS
6812
Empower Harvest Management Services
Cayman Islands
$116M +$10.4M +10% 1
NIP
6813
Norwood Investment Partners
California
$116M -$17.2M -13% 17
ACMC
6814
Anchor Capital Management Company
North Carolina
$116M -$4.52M -4% 9
WHC
6815
Wulff, Hansen & Co
California
$116M -$662K -0.6% 106
GFM
6816
GEN Financial Management
Minnesota
$116M -$6.31M -5% 45
RA
6817
Rovida Advisors
Florida
$116M +$3.54M +3% 13
MM
6818
Morangie Management
Florida
$116M +$673K +0.6% 33
MAL
6819
Maxele Advisors, LLC
Missouri
$116M 95
SAM
6820
Sherman Asset Management
California
$116M +$3.13M +3% 148
LC
6821
Luminist Capital
Michigan
$116M +$14.9M +15% 422
OPWM
6822
Oregon Pacific Wealth Management
Oregon
$116M +$10M +9% 156
STA
6823
Shade Tree Advisors
New York
$116M +$1.18M +1% 19
FFG
6824
First Financial Group
North Carolina
$115M +$13M +13% 78
PCC
6825
Park Circle Company
Maryland
$115M -$1.44M -1% 115