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
JIR
1001
James Investment Research
Ohio
$915M +$73.8M +9% 361
LG
1002
Leuthold Group
Minnesota
$914M +$77M +9% 238
CG
1003
Cynosure Group
Utah
$913M +$30.4M +3% 394
BFS
1004
Bard Financial Services
Connecticut
$911M +$73.8M +9% 213
NAS
1005
NWF Advisory Services
California
$911M +$72.6M +9% 456
WI
1006
Walmart Inc
Arkansas
$910M +$316M +53% 3
NSEDCP
1007
NJ State Employees Deferred Compensation Plan
New Jersey
$906M +$59.9M +7% 447
GSWM
1008
Golden State Wealth Management
California
$906M +$84.4M +10% 1,705
KW
1009
KWB Wealth
California
$905M +$81.9M +10% 163
CFG
1010
Cooper Financial Group
California
$903M +$53.2M +6% 421
PL
1011
Parthenon LLC
Kentucky
$903M +$28.4M +3% 130
JWM
1012
JGP Wealth Management
Oregon
$902M +$77.1M +9% 225
CWM
1013
Cabot Wealth Management
Massachusetts
$902M +$60.8M +7% 136
GLLW
1014
Graves Light Lenhart Wealth
Virginia
$901M +$60.7M +7% 200
BWP
1015
Barlow Wealth Partners
Kentucky
$899M +$63M +8% 144
CWMK
1016
Caliber Wealth Management (Kansas)
Kansas
$897M -$33.2M -4% 297
LJAC
1017
L.J. Altfest & Co
New York
$896M +$48.3M +6% 377
BDF
1018
Black Diamond Financial
Maryland
$893M +$249M +39% 169
ROC
1019
Running Oak Capital
Minnesota
$892M -$8.04M -0.9% 56
GAM
1020
Griffin Asset Management
New York
$890M +$43.1M +5% 236
OCG
1021
Opus Capital Group
Ohio
$890M +$54.6M +7% 140
LRPA
1022
L. Roy Papp & Associates
Arizona
$890M +$47.7M +6% 186
HAS
1023
HBW Advisory Services
California
$889M +$77.6M +10% 455
SCA
1024
Stillwater Capital Advisors
Pennsylvania
$888M +$102M +13% 72
CAL
1025
Capital Advisors Ltd
Ohio
$885M +$75M +9% 1,584