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, 7,710 funds (~95%) 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
CSIA
7001
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 19
ANBOT
7002
American National Bank of Texas
Texas
$106M 58
WDOM
7003
Wasserstein Debt Opportunities Management
New York
$106M +$14.5M +16% 1
STCOSD
7004
Sageworth Trust Company of South Dakota
South Dakota
$106M +$13.8M +15% 53
KP
7005
Kitching Partners
Pennsylvania
$106M +$7.31M +7% 43
SPW
7006
Surience Private Wealth
Washington
$106M -$828K -0.8% 44
CF
7007
Conquis Financial
California
$106M +$2.59M +3% 62
FWWM
7008
Fiscal Wisdom Wealth Management
Connecticut
$106M 82
BW
7009
BXM Wealth
Colorado
$106M +$21.4M +25% 139
AA
7010
Armor Advisors
New York
$106M +$4.86M +5% 17
2WWM
7011
21 West Wealth Management
California
$105M +$6.28M +6% 59
RQS
7012
Ramsey Quantitative Systems
Kentucky
$105M +$4.58M +5% 12
WWA
7013
Wisconsin Wealth Advisors
Wisconsin
$105M +$18M +21% 88
HCA
7014
Harpswell Capital Advisors
Maine
$105M 35
PFA
7015
Providence Financial Advisors
Kansas
$105M 49
BG
7016
BRX Global
New York
$105M -$13.7M -12% 3
BGI
7017
B Group Inc
Texas
$105M -$11.2M -10% 20
LCM
7018
Lattice Capital Management
Washington
$104M +$13.5M +15% 24
1M
7019
13D Management
New York
$104M -$5.31M -5% 24
BM
7020
Brandywine Managers
Delaware
$104M +$3.62M +4% 39
RHCA
7021
Rosenthal Henry Capital Advisors
Indiana
$104M +$4.86M +5% 41
WCBA
7022
Weaver C. Barksdale & Associates
Tennessee
$104M -$356K -0.3% 63
KWM
7023
Kassira Wealth Management
Tennessee
$104M 53
SPL
7024
Smart Portfolios LLC
Washington
$104M +$4.43M +4% 102
MC
7025
MSD Capital
New York
$104M -$51.2M -33% 3