Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2025 Q4 are currently underway and will close on February 17th. As of this moment, 283 funds (~4%) 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
CFG
51
Cooper Financial Group
California
$940M +$36.4M +4% 411
GFP
52
Gryphon Financial Partners
Ohio
$935M +$57.6M +7% 352
SFM
53
Signet Financial Management
New Jersey
$895M +$33.6M +4% 300
GBT
54
Grove Bank & Trust
Florida
$889M +$34.3M +4% 891
IWS
55
Insight Wealth Strategies
California
$872M +$23.4M +3% 186
OAM
56
Occidental Asset Management
California
$832M +$35.6M +4% 315
LSPW
57
Lake Street Private Wealth
Illinois
$817M +$41.7M +5% 291
CPBTD
58
Central Pacific Bank - Trust Division
Hawaii
$815M -$11.3M -1% 904
VCM
59
Versant Capital Management
Arizona
$797M +$62.2M +8% 2,766
GC
60
Gilbert & Cook
Iowa
$796M +$17.3M +2% 232
FHB
61
First Hawaiian Bank
Hawaii
$752M -$28.1M -4% 96
CA
62
Capital Advantage
California
$741M +$76.4M +11% 150
UW
63
Unique Wealth
Florida
$716M +$34.4M +5% 194
CCM
64
Canal Capital Management
Virginia
$705M +$38.8M +6% 200
HNWA
65
Henrickson Nauta Wealth Advisors
Michigan
$678M +$362M +114% 120
MWM
66
Maridea Wealth Management
New York
$664M +$21M +3% 470
OLA
67
Oliver Luxxe Assets
New Jersey
$657M +$25.3M +4% 210
FWM
68
Foguth Wealth Management
Michigan
$645M – – 175
WAM
69
Wilsey Asset Management
California
$644M +$98.8M +18% 32
FMN
70
Financial Management Network
California
$632M +$25.6M +4% 200
TCOTS
71
Trust Company of the South
North Carolina
$622M +$19.1M +3% 144
RA
72
Riversedge Advisors
Delaware
$615M +$18.3M +3% 238
FTC
73
Farmers Trust Company
Ohio
$613M +$32.9M +6% 203
BSWM
74
Boston Standard Wealth Management
Massachusetts
$606M +$11.1M +2% 53
TAM
75
TCP Asset Management
Ohio
$594M +$33M +6% 120
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