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
MPW
1401
MA Private Wealth
California
$595M +$35.7M +6% 83
FBT
1402
First Bank & Trust
South Dakota
$594M +$33.5M +6% 265
SHIM
1403
Stone House Investment Management
Pennsylvania
$594M +$49.5M +9% 770
GSEP
1404
Golden State Equity Partners
California
$593M +$52.9M +10% 484
SWM
1405
SilverOak Wealth Management
Minnesota
$593M +$59.9M +11% 122
1SAMC
1406
12th Street Asset Management Company
Tennessee
$591M +$9.48M +2% 31
TWM
1407
Topsail Wealth Management
North Carolina
$591M +$43.6M +8% 261
OL
1408
Optas LLC
Texas
$589M +$62.9M +12% 429
ACM
1409
Armbruster Capital Management
New York
$588M +$35.4M +6% 133
WDL
1410
Well Done LLC
Michigan
$587M +$54.1M +10% 198
HA
1411
Huntleigh Advisors
Missouri
$586M +$68M +13% 309
SWA
1412
Serenus Wealth Advisors
California
$585M -$3.37M -0.6% 69
MGIA
1413
Matthew Goff Investment Advisor
Texas
$585M +$44.5M +8% 99
RIS
1414
Retirement Income Solutions
Michigan
$585M +$39.8M +7% 170
JHCP
1415
Jackson Hole Capital Partners
Oklahoma
$585M +$39.3M +7% 310
OFS
1416
Orrstown Financial Services
Pennsylvania
$584M +$110M +23% 144
CFS
1417
Commonwealth Financial Services
West Virginia
$584M +$65M +13% 238
MCM
1418
Mitchell Capital Management
Kansas
$584M +$49.2M +9% 139
AWC
1419
Abundance Wealth Counselors
Pennsylvania
$583M +$49.2M +9% 172
SWA
1420
SOA Wealth Advisors
New York
$583M +$50.9M +10% 939
CRB
1421
Chad R. Baker
$581M +$42.8M +8% 54
FGA
1422
Fortis Group Advisors
New Jersey
$581M +$30.1M +5% 568
FTC
1423
Farmers Trust Company
Ohio
$580M +$44.8M +8% 198
BWP
1424
Balboa Wealth Partners
Arizona
$580M +$80.9M +16% 434
PCWA
1425
Pacific Capital Wealth Advisors
California
$578M +$33M +6% 84