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
PCA
1426
Providence Capital Advisors
North Carolina
$577M +$32.7M +6% 249
PA
1427
Perennial Advisors
New York
$577M +$39.1M +7% 132
WIM
1428
Warwick Investment Management
Texas
$576M +$60.6M +12% 156
TI
1429
TrueMark Investments
Illinois
$575M +$113M +24% 237
NGM
1430
North Growth Management
British Columbia, Canada
$574M +$41.4M +8% 47
DSC
1431
Duncker Streett & Co
Missouri
$574M +$26M +5% 546
BWM
1432
Brickley Wealth Management
California
$574M +$62.8M +12% 53
CCME
1433
CIBC Capital Markets (Europe)
Luxembourg
$573M +$305M +114% 10
MIM
1434
Manitou Investment Management
Ontario, Canada
$573M +$47.4M +9% 63
LWM
1435
LJI Wealth Management
Indiana
$572M -$2.15M -0.4% 202
LGA
1436
Lebenthal Global Advisors
New York
$572M +$35.9M +7% 206
RK
1437
Rather & Kittrell
Tennessee
$571M +$66.2M +13% 102
MWA
1438
Martel Wealth Advisors
Washington
$571M +$31.4M +6% 73
TWP
1439
Tyche Wealth Partners
Texas
$570M +$72.1M +14% 332
ANB
1440
Amarillo National Bank
Texas
$569M +$30.8M +6% 81
MC
1441
Machina Capital
France
$568M +$87.7M +18% 442
RDFA
1442
Ritter Daniher Financial Advisory
Ohio
$568M +$161M +39% 476
UFF
1443
USA Financial Formulas
Michigan
$568M -$18.4M -3% 343
GWI
1444
Grace & White Inc
New York
$567M +$20.4M +4% 139
MP
1445
Moment Partners
California
$565M +$32.5M +6% 121
EWM
1446
Edge Wealth Management
New York
$565M +$45.4M +9% 89
IF
1447
Ironwood Financial
Arizona
$564M +$98.1M +21% 171
FA
1448
Financial Advisors
Massachusetts
$564M +$27.4M +5% 82
CCM
1449
Coerente Capital Management
Ontario, Canada
$563M +$19.2M +4% 39
ISWM
1450
Independent Solutions Wealth Management
New York
$563M +$50.8M +10% 195