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
HAIM
1201
Hunter Associates Investment Management
Pennsylvania
$719M +$45.2M +7% 261
LOPW
1202
Live Oak Private Wealth
North Carolina
$718M +$47.7M +7% 200
ATS
1203
Ashton Thomas Securities
New York
$715M +$302M +73% 426
BM
1204
Berman McAleer
Maryland
$715M 164
CNB
1205
Camden National Bank
Maine
$715M +$21M +3% 173
MSWM
1206
McGlone Suttner Wealth Management
Wisconsin
$715M +$52.3M +8% 198
IWA
1207
Inspirion Wealth Advisors
Illinois
$715M -$40.9M -5% 171
BFA
1208
Boulay Financial Advisors
Minnesota
$712M +$49.4M +7% 4
MBTD
1209
Mechanics Bank - Trust Department
California
$712M +$14.6M +2% 216
ABWM
1210
Alpine Bank Wealth Management
Colorado
$711M +$48.8M +7% 446
GWA
1211
Gratus Wealth Advisors
Virginia
$710M +$49.9M +8% 137
RWM
1212
RMG Wealth Management
Wisconsin
$710M +$59.9M +9% 369
LWM
1213
Liberty Wealth Management
California
$710M +$72.3M +11% 260
LIA
1214
LS Investment Advisors
Michigan
$710M +$25.6M +4% 140
FC
1215
Financial Consulate
Maryland
$708M +$202M +40% 1,154
FWA
1216
FSM Wealth Advisors
Ohio
$707M +$92M +15% 334
CANC
1217
Culbertson A N & Co
Virginia
$707M +$55.3M +8% 130
WIC
1218
Wilkins Investment Counsel
Massachusetts
$706M -$663K -0.1% 124
CI
1219
Cigna Investments
Connecticut
$706M +$122M +21% 487
MCP
1220
Mirador Capital Partners
California
$705M +$89.9M +15% 220
LA
1221
LexAurum Advisors
Kansas
$705M +$71.7M +11% 391
NIM
1222
Nexus Investment Management
Ontario, Canada
$704M +$35.2M +5% 80
BCMLT
1223
Beacon Capital Management LLC (Tennessee)
Tennessee
$704M -$37.3M -5% 1,077
FCM
1224
Fourpath Capital Management
Oklahoma
$703M +$68M +11% 252
BFO
1225
Biltmore Family Office
North Carolina
$703M +$111M +19% 300