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
KGAMU
1126
KPS Global Asset Management (UK)
United Kingdom
$789M +$36.1M +5% 4
AIA
1127
Arbor Investment Advisors
North Carolina
$788M +$7.23M +0.9% 138
FAM
1128
Flaharty Asset Management
Florida
$787M +$302M +62% 387
SG
1129
Strid Group
Pennsylvania
$787M +$75.9M +11% 75
GA
1130
GFS Advisors
Texas
$784M +$52.9M +7% 150
BFC
1131
Bedel Financial Consulting
Indiana
$783M +$50.4M +7% 291
PFGIA
1132
Patriot Financial Group Insurance Agency
Massachusetts
$781M -$89.6M -10% 582
BDWCC
1133
B&D White Capital Company
Texas
$781M +$124M +19% 97
TFM
1134
TFC Financial Management
Massachusetts
$781M +$50.5M +7% 1,062
JBA
1135
Johnson Bixby & Associates
Washington
$780M +$52M +7% 125
FHB
1136
First Hawaiian Bank
Hawaii
$780M +$42.9M +6% 96
CP
1137
Coho Partners
Pennsylvania
$779M -$564M -42% 34
SHJ
1138
Sharkey, Howes & Javer
Colorado
$778M +$32.2M +4% 169
IBOK
1139
Independence Bank of Kentucky
Kentucky
$778M +$72.2M +10% 640
DA
1140
Dillon & Associates
Michigan
$778M +$41.1M +6% 78
PPWP
1141
Premier Path Wealth Partners
New Jersey
$777M +$58.6M +8% 400
CFO
1142
CVA Family Office
Colorado
$777M +$65.3M +9% 1,353
AFA
1143
American Financial Advisors
Georgia
$776M +$60.3M +8% 167
AAA
1144
Adams Asset Advisors
Texas
$776M +$64.9M +9% 81
TWP
1145
Triad Wealth Partners
Kansas
$775M +$280M +57% 385
BIG
1146
Brookwood Investment Group
Arizona
$775M +$154M +25% 553
EAM
1147
EFG Asset Management
Oregon
$773M +$65.6M +9% 182
JPWM
1148
Jamison Private Wealth Management
Georgia
$773M +$76.6M +11% 211
WAM
1149
Wallington Asset Management
Indiana
$771M +$60.2M +8% 73
HMP
1150
HS Management Partners
New York
$770M -$456M -37% 25