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
QFA
1101
Quantum Financial Advisors
California
$820M +$81.6M +11% 208
MWM
1102
Marietta Wealth Management
Georgia
$818M +$50.9M +7% 125
HFS
1103
Howard Financial Services
Texas
$817M +$56.7M +7% 202
DWP
1104
Destiny Wealth Partners
Florida
$816M +$72.2M +10% 208
OFS
1105
OneAscent Financial Services
Alabama
$815M -$585M -42% 568
1IA
1106
1834 Investment Advisors
Wisconsin
$815M +$25.1M +3% 213
CIG
1107
Consolidated Investment Group
Colorado
$814M +$67.5M +9% 71
BHB
1108
Bank Hapoalim BM
Israel
$813M +$80.2M +11% 137
BEAM
1109
Baker Ellis Asset Management
Washington
$812M +$83.4M +11% 252
VCM
1110
Vision Capital Management
Oregon
$811M +$49.6M +7% 149
SAM
1111
Sawgrass Asset Management
Florida
$810M -$69.9M -8% 195
SWM
1112
Stockman Wealth Management
Montana
$806M +$69.9M +10% 183
AWM
1113
Arista Wealth Management
Nevada
$804M +$80.9M +11% 297
BWP
1114
BSW Wealth Partners
Colorado
$803M +$73.2M +10% 351
FPGK
1115
Financial Partners Group (Kansas)
Kansas
$803M +$79.7M +11% 226
SLT
1116
St Louis Trust
Missouri
$802M +$51.5M +7% 125
LF
1117
Lee Financial
Texas
$797M +$100M +14% 185
OWA
1118
One Wealth Advisors
California
$797M +$77.8M +11% 320
OAM
1119
Occidental Asset Management
California
$797M +$72.1M +10% 282
AIA
1120
Absolute Investment Advisers
Florida
$796M -$12.1M -1% 132
KWMG
1121
King Wealth Management Group
Florida
$796M +$58.7M +8% 165
MFA
1122
Mayflower Financial Advisors
Massachusetts
$796M +$77.8M +11% 414
CHC
1123
City Holding Co
West Virginia
$795M +$31.2M +4% 599
HDIM
1124
Hanson & Doremus Investment Management
Vermont
$794M +$46.8M +6% 531
TCM
1125
Twin Capital Management
Pennsylvania
$794M -$147M -16% 278