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
AC
6901
Aldebaran Capital
Indiana
$109M +$7.53M +7% 35
FCMV
6902
Foresite Capital Management V
California
$109M +$28M +35% 6
BCM
6903
BML Capital Management
Indiana
$109M -$21.8M -17% 28
Q1WB
6904
Quest 10 Wealth Builders
Virginia
$108M +$5.74M +6% 921
CCMW
6905
Cypress Capital Management (Wyoming)
Wyoming
$108M +$16.3M +18% 190
RF
6906
Roxbury Financial
New Jersey
$108M +$5.65M +6% 375
VPW
6907
Variant Private Wealth
Virginia
$108M +$11.9M +12% 38
SWTS
6908
Stonehaven Wealth & Tax Solutions
Wisconsin
$108M +$5.75M +6% 85
4A
6909
4Wealth Advisors
Illinois
$108M +$11.9M +12% 141
NFC
6910
Northstar Financial Companies
Pennsylvania
$108M +$11.9M +12% 112
DM
6911
Delphi Management
Massachusetts
$108M +$4.3M +4% 85
DWRES
6912
Divco West Real Estate Services
California
$108M +$12.5M +13% 4
YEPX
6913
Yorktown Energy Partners X
New York
$107M +$52.1M +94% 3
NCTC
6914
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 88
NVIM
6915
New Vernon Investment Management
Illinois
$107M +$21.2M +25% 42
VWM
6916
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 57
VFO
6917
Virtus Family Office
Texas
$107M +$28.8M +37% 54
RLH
6918
RD Lewis Holdings
Florida
$107M +$7.62M +8% 85
CG
6919
Curat Global
New Hampshire
$107M +$1.83M +2% 297
RC
6920
Rangeley Capital
Connecticut
$107M +$26.8M +34% 147
VCIM
6921
Velan Capital Investment Management
Georgia
$106M +$6.52M +7% 61
PWP
6922
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 29
CSIA
6923
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 19
ANBOT
6924
American National Bank of Texas
Texas
$106M 58
WDOM
6925
Wasserstein Debt Opportunities Management
New York
$106M +$14.5M +16% 1