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
SL
951
SWF LLC
Nebraska
$976M +$115M +13% 10
PLFA
952
Pacific Life Fund Advisors
California
$975M +$41.8M +4% 20
WA
953
Wealth Alliance
New York
$972M +$76.8M +9% 603
BMM
954
Berkshire Money Management
Massachusetts
$972M +$21.3M +2% 157
AHB
955
Abner Herrman & Brock
New Jersey
$971M +$74.7M +8% 116
RA
956
Rodgers & Associates
Pennsylvania
$970M +$59.8M +7% 107
ME
957
McIlrath & Eck
Washington
$968M +$92.3M +11% 991
PDM
958
Penn Davis McFarland
Texas
$968M +$79.8M +9% 79
HTIM
959
Harbour Trust & Investment Management
Indiana
$967M +$64.7M +7% 163
DCM
960
Dupont Capital Management
Delaware
$967M +$36.4M +4% 116
LA
961
LVW Advisors
New York
$966M +$72.7M +8% 364
HWA
962
HCR Wealth Advisors
California
$966M +$116M +14% 253
MSA
963
Mason Street Advisors
Wisconsin
$965M +$110M +13% 17
HIC
964
Hartline Investment Corp
Illinois
$964M +$83.7M +10% 116
B
965
Bensler
Washington
$962M +$68.1M +8% 191
FMP
966
Financial Management Professionals
Texas
$961M +$72M +8% 1,081
HVIA
967
Hudson Valley Investment Advisors
New York
$961M +$47.1M +5% 179
IFWM
968
Institute for Wealth Management
Colorado
$960M +$64.1M +7% 604
FNFDCM
969
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$958M +$56.5M +6% 168
LPAM
970
Lodestar Private Asset Management
California
$958M +$89.9M +10% 231
MHIC
971
Marble Harbor Investment Counsel
Massachusetts
$955M +$36.6M +4% 209
CIC
972
Cutler Investment Counsel
Oregon
$954M +$55.1M +6% 143
PCI
973
Planning Center Inc
Illinois
$953M +$48.3M +5% 75
TWM
974
Tanager Wealth Management
United Kingdom
$952M +$105M +12% 136
RZH
975
Relyea Zuckerberg Hanson
Connecticut
$951M +$97.9M +11% 279