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
GSWM
1301
Greenup Street Wealth Management
Michigan
$651M +$76.3M +13% 147
SAM
1302
Summit Asset Management
Tennessee
$650M +$36.5M +6% 179
AIM
1303
Arcadia Investment Management
Michigan
$649M +$23.3M +4% 267
AIP
1304
Almanack Investment Partners
Pennsylvania
$647M +$18.2M +3% 247
VNA
1305
Valley National Advisers
Pennsylvania
$646M +$33M +5% 913
GFG
1306
Greystone Financial Group
Michigan
$645M +$38.2M +6% 107
SFWA
1307
Summit Financial Wealth Advisors
Louisiana
$645M +$87.8M +16% 182
NCM
1308
Noesis Capital Mangement
Florida
$644M +$68.4M +12% 136
MBT
1309
Montecito Bank & Trust
California
$644M 274
MWM
1310
Maridea Wealth Management
New York
$643M +$260M +68% 455
MAA
1311
Mraz Amerine & Associates
California
$642M +$18.5M +3% 196
AMBIA
1312
Allen Mooney & Barnes Investment Advisors
Georgia
$642M +$32.9M +5% 161
CCM
1313
Cohen Capital Management
California
$642M +$27M +4% 155
HPIA
1314
Hamilton Point Investment Advisors
North Carolina
$641M +$33.4M +5% 169
RAM
1315
RedJay Asset Management
Ontario, Canada
$639M +$213M +50% 33
FCMC
1316
Founders Capital Management (Connecticut)
Connecticut
$639M +$52.1M +9% 80
UIA
1317
UG Investment Advisers
Taiwan
$639M +$115M +22% 13
MTC
1318
Matrix Trust Company
Colorado
$639M +$10.5M +2% 284
GHAM
1319
Gilman Hill Asset Management
Connecticut
$639M +$26.8M +4% 245
AWM
1320
Austin Wealth Management
Texas
$637M +$75.2M +13% 164
SJIC
1321
St. James Investment Company
Texas
$637M +$17.2M +3% 33
CM
1322
Capital Management
Virginia
$636M +$49.2M +8% 83
CA
1323
Crane Advisory
California
$636M +$32.7M +5% 50
FAM
1324
Formidable Asset Management
Ohio
$635M +$37.1M +6% 416
RCP
1325
RIT Capital Partners
United Kingdom
$635M -$81.7M -11% 21