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, 4,232 funds (~52%) 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
MIA
851
MMBG Investment Advisors
Florida
$1.13B +$125M +12% 187
CISOA
852
Capital Investment Services of America
Wisconsin
$1.13B +$32.7M +3% 87
NWM
853
Nicola Wealth Management
British Columbia, Canada
$1.12B +$56.7M +5% 112
TCWA
854
Turtle Creek Wealth Advisors
Texas
$1.12B +$272M +32% 371
NEWAS
855
N.E.W. Advisory Services
Wisconsin
$1.12B +$88.9M +9% 882
LNB
856
Ledyard National Bank
$1.12B +$57.3M +5% 231
SCM
857
SOL Capital Management
Maryland
$1.12B +$84.2M +8% 319
WFAG
858
Wescott Financial Advisory Group
Pennsylvania
$1.11B +$69.2M +7% 179
AHC
859
Anderson Hoagland & Co
Missouri
$1.11B +$66.3M +6% 149
CCM
860
CloudAlpha Capital Management
Hong Kong
$1.11B +$302M +37% 73
HFS
861
Heritage Financial Services
Massachusetts
$1.11B +$73.4M +7% 141
NP
862
Nilsine Partners
Colorado
$1.11B +$123M +12% 418
FWP
863
Falcon Wealth Planning
California
$1.11B +$123M +12% 193
SL
864
Salomon & Ludwin
Virginia
$1.11B +$99.1M +10% 2,176
BCM
865
Bronte Capital Management
Australia
$1.11B -$162M -13% 31
HHAA
866
Henry H. Armstrong Associates
Pennsylvania
$1.11B +$45.9M +4% 62
SAW
867
Signal Advisors Wealth
Michigan
$1.1B -$177M -14% 555
WC
868
Whitney & Co
New York
$1.1B +$88.9M +9% 147
JFA
869
JNBA Financial Advisors
Minnesota
$1.1B +$60.9M +6% 684
AC
870
AWM Capital
Arizona
$1.1B +$149M +16% 107
UA
871
Unison Advisors
District of Columbia
$1.1B +$202M +23% 179
FFM
872
FengHe Fund Management
Singapore
$1.1B +$485M +80% 38
NCM
873
Northside Capital Management
Oregon
$1.1B -$217M -17% 208
M
874
MOTCO
Texas
$1.09B +$49.8M +5% 690
JFGLC
875
Johnson Financial Group LLC (Colorado)
Colorado
$1.09B +$38.6M +4% 97