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
CPA
1376
Capital Performance Advisors
California
$607M +$97.1M +19% 365
BC
1377
Bricktown Capital
Michigan
$607M +$54.9M +10% 27
NWM
1378
Northwest Wealth Management
Iowa
$607M +$53.4M +10% 231
FMN
1379
Financial Management Network
California
$606M +$48.3M +9% 197
DAM
1380
Deltec Asset Management
New York
$606M +$45.5M +8% 240
SAM
1381
Secure Asset Management
Michigan
$606M +$67.8M +13% 335
PJSIMP
1382
P.J. Schmidt Investment Management (PJS)
Wisconsin
$605M +$26.7M +5% 199
WFA
1383
West Financial Advisors
Iowa
$605M +$30.3M +5% 212
CM
1384
Cornerstone Management
Georgia
$605M +$29.4M +5% 63
NPPM
1385
North Point Portfolio Managers
Ohio
$605M +$21.7M +4% 74
CIP
1386
Capital Insight Partners
Arizona
$604M +$28.6M +5% 168
BWP
1387
Burling Wealth Partners
Illinois
$604M +$62.3M +11% 185
TCOTS
1388
Trust Company of the South
North Carolina
$603M +$39.5M +7% 136
PGAM
1389
Princeton Global Asset Management
New Jersey
$602M +$51.4M +9% 794
VU
1390
Vanderbilt University
Tennessee
$602M +$72.4M +14% 88
HGIM
1391
High Ground Investment Management
United Kingdom
$602M +$125M +26% 8
AF
1392
Apollon Financial
South Carolina
$601M +$122M +26% 226
AOWM
1393
Alpha Omega Wealth Management
Virginia
$601M +$42.6M +8% 214
RRWA
1394
Rainey & Randall Wealth Advisors
Florida
$599M +$52.5M +10% 78
PSP
1395
Pacific Sage Partners
Washington
$597M +$93.8M +19% 120
RA
1396
Riversedge Advisors
Delaware
$597M +$85.4M +17% 200
GWMIA
1397
Global Wealth Management Investment Advisory
Florida
$596M +$63.6M +12% 159
SIG
1398
Sky Investment Group
Connecticut
$596M +$25.8M +5% 144
AMCA
1399
Arthur M. Cohen & Associates
Illinois
$595M +$28.6M +5% 131
BSWM
1400
Boston Standard Wealth Management
Massachusetts
$595M +$39.6M +7% 51