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
CF
926
Clarity Financial
Texas
$1.01B +$78.8M +8% 123
TSW
927
Three Seasons Wealth
Utah
$1.01B +$135M +15% 182
OWA
928
Octavia Wealth Advisors
Ohio
$1B +$126M +14% 270
GA
929
GuoLine Advisory
Singapore
$1B +$60.6M +6% 22
SEM
930
Suncoast Equity Management
Florida
$1B +$25.7M +3% 92
NFT
931
Nan Fung Trinity
Hong Kong
$1B +$166M +20% 76
JWM
932
Jackson Wealth Management
Florida
$1B +$81.1M +9% 184
SCM
933
SG Capital Management
Illinois
$998M -$178M -15% 93
EFG
934
Everhart Financial Group
Ohio
$998M +$132M +15% 401
TCOT
935
Trust Company of Toledo
Ohio
$998M +$90.9M +10% 806
GG
936
Gleason Group
Kentucky
$996M +$72.7M +8% 217
IAS
937
IMA Advisory Services
Colorado
$992M +$59.5M +6% 581
LTAS
938
Linden Thomas Advisory Services
North Carolina
$988M +$80.1M +9% 493
FSWA
939
Financial Synergies Wealth Advisors
Texas
$988M +$69.6M +8% 95
JTWM
940
Jackson Thornton Wealth Management
Alabama
$986M +$113M +13% 293
NA
941
Navellier & Associates
Nevada
$986M +$179M +22% 384
WCM
942
Wealthcare Capital Management
Virginia
$985M +$39M +4% 86
NG
943
Norden Group
Utah
$984M +$63M +7% 628
VCAM
944
Van Cleef Asset Management
Ohio
$984M +$55.7M +6% 119
VCP
945
Vista Capital Partners
Oregon
$983M +$69.6M +8% 153
NI
946
Nuance Investments
Missouri
$982M -$302M -23% 53
BIM
947
Barton Investment Management
Pennsylvania
$982M +$16.8M +2% 51
ST
948
Sentinel Trust
Texas
$981M +$60.5M +7% 136
AF
949
Arrow Financial
New York
$978M +$28.3M +3% 166
TC
950
Trust Company
Kansas
$978M +$91.6M +10% 428