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
VHMC
1351
Value Holdings Management Company
New York
$624M +$57.6M +10% 33
TCM
1352
Towercrest Capital Management
Pennsylvania
$623M +$63.2M +11% 99
MMPW
1353
Mitchell McLeod Pugh & Williams
Alabama
$622M +$85M +16% 295
DS
1354
Dudley & Shanley
Florida
$622M -$15.3M -2% 37
SA
1355
Strategic Advisors
New York
$620M +$111M +22% 190
B
1356
Bellecapital
Switzerland
$619M +$56M +10% 147
WRPWM
1357
Werba Rubin Papier Wealth Management
California
$619M +$86.9M +16% 256
SFS
1358
Security Financial Services
Indiana
$619M +$52.3M +9% 207
HEIP
1359
Hudson Edge Investment Partners
New Jersey
$618M +$33.3M +6% 92
PWM
1360
PBMares Wealth Management
Virginia
$617M +$70.5M +13% 201
PA
1361
Probity Advisors
Texas
$617M +$47.5M +8% 244
SIA
1362
SeaBridge Investment Advisors
New Jersey
$616M +$78.4M +15% 215
WCAMG
1363
Woodard & Company Asset Management Group
North Carolina
$616M +$70.9M +13% 147
AHSW
1364
Adventist Health System West
California
$614M -$59.4M -9% 10
TWP
1365
TFO Wealth Partners
Ohio
$613M +$45.3M +8% 51
SHFA
1366
SC&H Financial Advisors
Maryland
$613M +$27.8M +5% 160
IA
1367
IFG Advisors
Missouri
$613M +$17.7M +3% 165
AI
1368
AdvisorShares Investments
Maryland
$612M +$57.6M +10% 370
RAA
1369
RWC Asset Advisors
Florida
$611M +$196M +47% 19
CWS
1370
Cypress Wealth Services
California
$611M +$52M +9% 360
IP
1371
Ignite Planners
California
$610M +$36.2M +6% 386
MCM
1372
Morton Capital Management
California
$609M +$45.4M +8% 139
CAM
1373
Chandler Asset Management
California
$609M +$46.6M +8% 25
WPI
1374
Walter Public Investments
Canada
$608M +$18.1M +3% 51
AG
1375
Advocate Group
Minnesota
$608M +$48.9M +9% 126