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
PE
976
PSG Equity
Massachusetts
$951M +$53.8M +6% 1
SPC
977
Spirepoint Private Client
Florida
$951M +$65.6M +7% 287
PGCM
978
Prescott Group Capital Management
Oklahoma
$949M +$101M +12% 254
CPC
979
Consolidated Planning Corp
Georgia
$948M +$151M +19% 220
GWSG
980
GPS Wealth Strategies Group
Colorado
$947M +$78.2M +9% 1,714
CA
981
Continuum Advisory
Idaho
$946M +$115M +14% 460
SDH
982
Sloy Dahl & Holst
Washington
$944M +$224M +31% 121
RDWM
983
Red Door Wealth Management
Tennessee
$942M +$104M +12% 304
CVM
984
Cheviot Value Management
California
$940M +$68M +8% 455
HIC
985
Harvey Investment Company
Kentucky
$937M +$27.2M +3% 104
CFFP
986
Center for Financial Planning
Michigan
$936M +$63.7M +7% 702
SFC
987
SYM Financial Corp
Indiana
$935M +$41.2M +5% 472
CT
988
Coastline Trust
Rhode Island
$932M +$58.7M +7% 407
RPC
989
Rossmore Private Capital
Connecticut
$928M +$71.5M +8% 331
IC
990
Inscription Capital
Texas
$928M +$234M +34% 668
TFA
991
Toth Financial Advisory
Virginia
$926M +$70M +8% 838
MC
992
Middleton & Co
Massachusetts
$925M +$35M +4% 169
SP
993
Summit Partners
Massachusetts
$924M -$494M -35% 8
FWM
994
Focused Wealth Management
New York
$924M +$105M +13% 207
OBWG
995
Onyx Bridge Wealth Group
New York
$920M +$163M +22% 381
SP
996
Symmetry Partners
Connecticut
$918M +$106M +13% 179
SAA
997
Southeast Asset Advisors
Georgia
$918M +$77M +9% 212
TFA
998
Teamwork Financial Advisors
Texas
$918M +$103M +13% 187
NAM
999
NTV Asset Management
West Virginia
$917M +$80.5M +10% 315
UWPG
1000
Ullmann Wealth Partners Group
Florida
$915M +$68.9M +8% 155