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
DILH
7026
Dai-ichi Life Holdings
Japan
$104M +$18.1M +21% 26
GAA
7027
Green Alpha Advisors
Colorado
$104M -$1.09M -1% 111
RL
7028
Retireful LLC
Michigan
$103M -$41.6M -29% 194
GC
7029
Grange Capital
Oregon
$103M +$7.84M +8% 50
EVC
7030
Emeth Value Capital
Louisiana
$103M -$9.3M -8% 5
WFA
7031
WJ Financial Advisors
Connecticut
$103M 108
JPT
7032
Jordan Park Trust
New Hampshire
$103M -$5.19M -5% 15
IWC
7033
Infinity Wealth Counsel
Ohio
$103M +$4.03M +4% 64
AFR
7034
Applied Fundamental Research
Massachusetts
$103M -$9.91M -9% 11
CH
7035
CVS Health
Rhode Island
$103M -$87.8M -46% 3
CPX
7036
Canaan Partners XI
California
$103M -$68.9M -40% 4
CCAL
7037
City Center Advisors LLC
Michigan
$103M +$9.56M +10% 199
WPWM
7038
Western Pacific Wealth Management
Illinois
$102M -$1.82M -2% 206
EEL
7039
Expect Equity LLC
Maryland
$102M +$8.72M +9% 50
PFG
7040
Prospect Financial Group
Virginia
$102M +$6.76M +7% 66
NFTC
7041
North Forty Two & Co
Oregon
$102M +$8.3M +9% 103
BOTPPF
7042
Board of the Pension Protection Fund
United Kingdom
$102M +$9.64M +10% 184
SPM
7043
Sycamore Partners Management
New York
$102M -$70M -41% 1
WAM
7044
Waterfall Asset Management
New York
$102M +$18.5M +22% 18
HFA
7045
Hutchinson Financial Advisors
Virginia
$102M +$12.5M +14% 67
LWM
7046
Lionsbridge Wealth Management
Florida
$102M +$1.02M +1% 66
SCM
7047
Superstring Capital Management
New York
$102M +$21.2M +26% 51
SSCM
7048
Seven Six Capital Management
New York
$101M -$8.58M -8% 26
BIS
7049
BG Investment Services
Guam
$101M +$21.4M +27% 48
CWMP
7050
Clarion Wealth Managment Partners
Virginia
$101M +$10M +11% 84