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
DA
1026
Denali Advisors
California
$885M -$75M -8% 333
JWBC
1027
J.W. Burns & Co
New York
$884M +$59.8M +7% 189
SSWM
1028
Sheets Smith Wealth Management
North Carolina
$884M +$28.8M +3% 431
MIG
1029
McGuire Investment Group
Rhode Island
$883M +$100M +13% 124
USGIU
1030
U.S. Global Investors (USGI)
Texas
$882M +$33.2M +4% 146
DPW
1031
DiNuzzo Private Wealth
Pennsylvania
$882M +$39.5M +5% 1,403
WP
1032
WealthShield Partners
North Carolina
$882M +$54.6M +7% 578
LI
1033
LVZ Inc
Michigan
$880M +$45.7M +5% 166
CM
1034
Columbus Macro
Pennsylvania
$879M +$61.4M +8% 221
CFA
1035
Cahill Financial Advisors
Minnesota
$878M +$72.7M +9% 293
SOW
1036
State of Wyoming
Wyoming
$877M +$58.9M +7% 2,117
RBC
1037
Romano Brothers & Co
Illinois
$875M +$66.1M +8% 321
EWM
1038
Evermay Wealth Management
Virginia
$874M +$62M +8% 577
CFP
1039
Cascade Financial Partners
California
$872M +$40.4M +5% 271
MPMG
1040
Minneapolis Portfolio Management Group
Minnesota
$871M +$61.6M +8% 30
EBSAM
1041
Eubel Brady & Suttman Asset Management
Ohio
$870M +$78.9M +10% 114
AU
1042
Algebris (UK)
United Kingdom
$869M +$235M +37% 74
GCA
1043
Greenwood Capital Associates
South Carolina
$867M +$62.6M +8% 276
BBI
1044
Baxter Bros Inc
Connecticut
$865M +$47.6M +6% 171
HWA
1045
HHM Wealth Advisors
Tennessee
$864M +$23.1M +3% 950
TWP
1046
Total Wealth Planning
Ohio
$864M +$72.9M +9% 110
ORL
1047
Oak Root LLC
California
$864M +$56.1M +7% 11
AWP
1048
Ascent Wealth Partners
New York
$862M +$51.7M +6% 183
RWA
1049
Redhawk Wealth Advisors
Minnesota
$861M +$63.9M +8% 377
SFM
1050
Signet Financial Management
New Jersey
$861M +$65.1M +8% 300