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
HW
1326
HORAN Wealth
Ohio
$635M +$308M +94% 197
CBT
1327
Central Bank & Trust
Kentucky
$634M +$22.8M +4% 187
RCG
1328
Regatta Capital Group
California
$633M +$50.7M +9% 224
FFG
1329
Fiduciary Financial Group
California
$633M +$79.8M +14% 343
GF
1330
Gries Financial
Ohio
$633M +$83.1M +15% 341
OLA
1331
Oliver Luxxe Assets
New Jersey
$632M +$71.3M +13% 201
FCA
1332
Fortis Capital Advisors
Kansas
$631M +$72M +13% 319
WCFA
1333
Walkner Condon Financial Advisors
Wisconsin
$631M +$87.7M +16% 314
MG
1334
Magnolia Group
Nebraska
$631M -$19.7M -3% 11
NA
1335
Nordwand Advisors
Pennsylvania
$631M -$6.95M -1% 190
SP
1336
Stablepoint Partners
Massachusetts
$630M +$42.1M +7% 254
TNA
1337
True North Advisors
Texas
$630M +$108M +21% 258
MSWMA
1338
Market Street Wealth Management Advisors
Indiana
$630M +$16.7M +3% 103
TFGT
1339
TS Financial Group (TSFG)
Illinois
$629M +$76.9M +14% 923
M
1340
MATAURO
New York
$629M +$96.7M +18% 171
HG
1341
Harbor Group
New Hampshire
$629M +$64.6M +11% 108
AIA
1342
Allied Investment Advisors
Montana
$628M +$56.4M +10% 100
VCM
1343
Virtue Capital Management
Tennessee
$628M +$84.3M +16% 323
DCA
1344
DSG Capital Advisors
Minnesota
$628M +$65M +12% 133
CIEC
1345
Crédit Industriel et Commercial
France
$627M -$2M -0.3% 308
WIM
1346
Westside Investment Management
California
$626M +$86.7M +16% 1,440
SPA
1347
Sentinel Pension Advisors
Massachusetts
$625M +$31.4M +5% 127
HIG
1348
Heritage Investment Group
Florida
$625M +$44.4M +8% 115
CPG
1349
Cornerstone Planning Group
New Jersey
$624M +$134M +27% 1,780
ERWM
1350
Elk River Wealth Management
Colorado
$624M +$42.7M +7% 102