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
JGUA
1176
John G. Ullman & Associates
New York
$743M +$68.9M +10% 182
BWA
1177
BlueSky Wealth Advisors
North Carolina
$742M +$53.2M +8% 80
GWP
1178
Gateway Wealth Partners
Wisconsin
$741M +$214M +41% 424
SPG
1179
Strategic Planning Group
Utah
$740M +$124M +20% 87
OBWP
1180
O'Brien Wealth Partners
Massachusetts
$738M +$101M +16% 103
RBC
1181
Roble Belko & Company
Pennsylvania
$738M +$50.3M +7% 500
TIP
1182
Torray Investment Partners
Maryland
$737M +$48.2M +7% 109
FNA
1183
First National Advisers
Nebraska
$737M +$54M +8% 232
CC
1184
Cadinha & Co
Hawaii
$736M +$133M +22% 106
VCM
1185
Versant Capital Management
Arizona
$735M +$76.2M +12% 2,736
PIM
1186
Parker Investment Management
California
$733M +$80.3M +12% 42
CFS
1187
CRA Financial Services
New Jersey
$731M +$76.8M +12% 298
SIC
1188
SJS Investment Consulting
Ohio
$731M +$100M +16% 1,705
BWS
1189
Buck Wealth Strategies
Colorado
$730M +$73.2M +11% 178
HPA
1190
High Probability Advisors
New York
$729M +$60.6M +9% 65
CPA
1191
Capital Planning Advisors
California
$728M +$46.3M +7% 154
APG
1192
Abacus Planning Group
South Carolina
$725M +$52.3M +8% 265
CWP
1193
Concord Wealth Partners
Virginia
$725M +$38.6M +6% 892
SC
1194
Skylands Capital
Wisconsin
$723M +$33.9M +5% 162
CCMINC
1195
Cardinal Capital Management Inc (North Carolina)
North Carolina
$723M +$42M +6% 132
NC
1196
Northcape Capital
Australia
$723M -$62.2M -8% 8
PWG
1197
Portside Wealth Group
Utah
$721M +$45.5M +7% 491
CT
1198
Chicago Trust
Illinois
$720M +$8.96M +1% 444
NA
1199
Nottingham Advisors
New York
$720M +$46.1M +7% 115
FPF
1200
First Pacific Financial
Washington
$720M +$41.5M +6% 554