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
AWM
1251
Affinity Wealth Management
Delaware
$683M +$57.2M +9% 116
BSSFA
1252
Baron Silver Stevens Financial Advisors
Florida
$683M +$58.7M +9% 152
LWA
1253
Lineweaver Wealth Advisors
Ohio
$683M +$49.6M +8% 174
UW
1254
Unique Wealth
Florida
$682M +$62.5M +10% 190
TFO
1255
Tarbox Family Office
California
$681M +$16.3M +2% 117
HWM
1256
Horizon Wealth Management
Illinois
$681M +$112M +20% 131
PCP
1257
Polunin Capital Partners
United Kingdom
$680M +$68.1M +11% 29
AFA
1258
Arlington Financial Advisors
California
$680M +$68.9M +11% 115
TGCMU
1259
Titan Global Capital Management USA
New York
$679M +$45.3M +7% 59
CICC
1260
Capital Investment Counsel (Colorado)
Colorado
$679M +$34.7M +5% 138
FAC
1261
Financial Advisory Corporation
Michigan
$679M +$27.3M +4% 56
EIG
1262
Ellenbecker Investment Group
Wisconsin
$678M +$58.7M +9% 130
AFG
1263
Arkansas Financial Group
Arkansas
$677M +$30.8M +5% 94
BCG
1264
Breakwater Capital Group
New Jersey
$677M +$63.7M +10% 361
HI
1265
Human Investing
Oregon
$677M +$41.9M +7% 98
CDR
1266
Clayton Dubilier & Rice
New York
$677M +$319M +89% 2
KAS
1267
KPP Advisory Services
Kentucky
$674M +$67.4M +11% 339
IPW
1268
Impact Partnership Wealth
Georgia
$672M +$130M +24% 375
JJBC
1269
James J. Burns & Company
New York
$671M +$57.7M +9% 163
ERIC
1270
Eagle Rock Investment Company
Georgia
$670M +$38.1M +6% 169
FG
1271
Foresight Group
United Kingdom
$670M -$35M -5% 60
PWA
1272
Peterson Wealth Advisors
Utah
$669M +$62.8M +10% 101
TAA
1273
TB Alternative Assets
Cayman Islands
$668M +$128M +24% 58
AC
1274
Asio Capital
Kentucky
$668M +$67.7M +11% 116
WP
1275
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 273