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
KCP
1276
Kera Capital Partners
California
$667M +$159M +31% 456
KFAA
1277
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 47
CA
1278
Calton & Associates
Florida
$666M +$87.8M +15% 463
CFGSD
1279
Compass Financial Group (South Dakota)
South Dakota
$665M +$55.5M +9% 104
CA
1280
Capital Advantage
California
$665M +$33.5M +5% 142
LS
1281
Leelyn Smith
Illinois
$664M +$54.4M +9% 146
TWM
1282
Thrive Wealth Management
Pennsylvania
$663M +$43.4M +7% 253
TPM
1283
Triasima Portfolio Management
Quebec, Canada
$663M +$115M +21% 180
WA
1284
Wealthstream Advisors
New York
$661M +$59.7M +10% 207
TC
1285
TownSquare Capital
Utah
$661M -$366M -36% 615
ANRF
1286
Adams Natural Resources Fund
Maryland
$659M +$28M +4% 56
WSCM
1287
Wellington Shields Capital Management
New York
$659M +$67.9M +11% 348
HI
1288
Hudock Inc
Pennsylvania
$658M +$36.3M +6% 206
TFA
1289
Tobias Financial Advisors
Florida
$658M +$74M +13% 137
TCA
1290
Trifecta Capital Advisors
Illinois
$658M +$56.9M +9% 498
BBPWM
1291
Blue Bell Private Wealth Management
Pennsylvania
$658M +$59.2M +10% 768
RCM
1292
Radnor Capital Management
Pennsylvania
$657M +$30.5M +5% 326
OTL
1293
Oak Thistle LLC
New York
$656M -$23M -3% 660
EA
1294
Enclave Advisors
Texas
$655M +$35.7M +6% 128
HGWM
1295
Horst & Graben Wealth Management
Oregon
$655M +$50.7M +8% 183
EIM
1296
Essex Investment Management
Massachusetts
$653M +$103M +19% 327
MAM
1297
Marquette Asset Management
Minnesota
$653M +$56.8M +10% 701
SNB
1298
Security National Bank
Nebraska
$653M +$75.2M +13% 393
AFAS
1299
Acorn Financial Advisory Services
Virginia
$652M +$41.8M +7% 214
ACA
1300
Affinity Capital Advisors
California
$651M +$69.5M +12% 166