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
TCM
6976
Traub Capital Management
Massachusetts
$101M -$6.97M -6% 567
BSTWA
6977
Blake Schutter Theil Wealth Advisors
Ohio
$101M +$13M +15% 111
AWAL
6978
American Wealth Advisors, LLC
Georgia
$101M 134
OFP
6979
OFC Financial Planning
New Jersey
$101M +$6.8M +7% 56
PCMN
6980
Paradigm Capital Management (Nevada)
Nevada
$101M -$318K -0.3% 64
PFG
6981
Putney Financial Group
California
$101M +$1.77M +2% 294
OCA
6982
Otter Creek Advisors
Florida
$101M -$32.5M -24% 46
PBK
6983
Peoples Bank (Kansas)
Kansas
$101M -$48.4M -32% 121
MWC
6984
MKD Wealth Coaches
Michigan
$100M +$5.53M +6% 26
UIM
6985
Unified Investment Management
Georgia
$100M +$6.94M +7% 139
PCOTEOTHU
6986
Provident Company of the Employees of the Hebrew University
Israel
$100M -$253K -0.3% 32
PBM
6987
Propel Bio Management
California
$99.9M +$17.5M +21% 21
PAIA
6988
Park Avenue Institutional Advisers
New York
$99.6M 1
FLC
6989
Fifth Lane Capital
Texas
$99.5M +$17M +21% 135
WM
6990
Whitford Management
New York
$99.4M +$5.14M +5% 17
MVPGP
6991
Magma Venture Partners General Partner
Israel
$99M -$7.81M -7% 3
ACMH
6992
Andar Capital Management (HK)
Hong Kong
$98.9M +$13.3M +16% 29
KPWM
6993
KDK Private Wealth Management
Texas
$98.7M +$5.01M +5% 59
MFG
6994
Mustico Financial Group
New York
$98.7M -$9.63M -9% 39
PC
6995
Payne Capital
Oregon
$98.6M 55
RMF
6996
Red Mountain Financial
Colorado
$98.5M +$8.45M +9% 76
AB
6997
Aozora Bank
Japan
$98.4M +$1.41M +1% 2
JC
6998
JBGlobal.com
New York
$98.2M +$1.95M +2% 30
GCWM
6999
Graham Capital Wealth Management
District of Columbia
$98.2M +$8.13M +9% 81
TAI
7000
Terra Alpha Investments
District of Columbia
$98.1M +$1.91M +2% 33