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
PWM
7051
Partners Wealth Management
California
$101M +$13.5M +15% 136
MFGI
7052
Mann Financial Group, Inc.
Minnesota
$101M 32
RIG
7053
Ramiah Investment Group
Wisconsin
$101M 34
TCM
7054
Traub Capital Management
Massachusetts
$101M -$6.97M -6% 567
BSTWA
7055
Blake Schutter Theil Wealth Advisors
Ohio
$101M +$13M +15% 111
AWAL
7056
American Wealth Advisors, LLC
Georgia
$101M 134
OFP
7057
OFC Financial Planning
New Jersey
$101M +$6.8M +7% 56
PCMN
7058
Paradigm Capital Management (Nevada)
Nevada
$101M -$318K -0.3% 64
PFG
7059
Putney Financial Group
California
$101M +$1.77M +2% 294
OCA
7060
Otter Creek Advisors
Florida
$101M -$32.5M -24% 46
PBK
7061
Peoples Bank (Kansas)
Kansas
$101M -$48.4M -32% 121
MWC
7062
MKD Wealth Coaches
Michigan
$100M +$5.53M +6% 26
UIM
7063
Unified Investment Management
Georgia
$100M +$6.94M +7% 139
PCOTEOTHU
7064
Provident Company of the Employees of the Hebrew University
Israel
$100M -$253K -0.3% 32
PBM
7065
Propel Bio Management
California
$99.9M +$17.5M +21% 21
PAIA
7066
Park Avenue Institutional Advisers
New York
$99.6M 1
FLC
7067
Fifth Lane Capital
Texas
$99.5M +$17M +21% 135
WM
7068
Whitford Management
New York
$99.4M +$5.14M +5% 17
MVPGP
7069
Magma Venture Partners General Partner
Israel
$99M -$7.81M -7% 3
ACMH
7070
Andar Capital Management (HK)
Hong Kong
$98.9M +$13.3M +16% 29
KPWM
7071
KDK Private Wealth Management
Texas
$98.7M +$5.01M +5% 59
MFG
7072
Mustico Financial Group
New York
$98.7M -$9.63M -9% 39
PC
7073
Payne Capital
Oregon
$98.6M 55
RMF
7074
Red Mountain Financial
Colorado
$98.5M +$8.45M +9% 76
AB
7075
Aozora Bank
Japan
$98.4M +$1.41M +1% 2