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
LRIA
1526
Leonard Rickey Investment Advisors
Washington
$531M +$30.4M +6% 117
FFA
1527
Founders Financial Alliance
North Carolina
$531M +$91.1M +21% 725
SIM
1528
Studio Investment Management
Illinois
$530M +$31.7M +6% 182
CAM
1529
Covenant Asset Management
New Jersey
$530M +$43.1M +9% 147
OCM
1530
Olstein Capital Management
New York
$530M -$3.81M -0.7% 105
SW
1531
SkyOak Wealth
Michigan
$529M +$31.8M +6% 266
SAS
1532
SMI Advisory Services
Indiana
$529M +$11.1M +2% 62
MAM
1533
Milestone Asset Management
Pennsylvania
$528M +$54.8M +12% 256
STAS
1534
Strong Tower Advisory Services
Minnesota
$528M +$20.8M +4% 103
FNBTCON
1535
First National Bank & Trust Co of Newtown
Pennsylvania
$528M +$28.1M +6% 139
FNC
1536
First National Corp
Massachusetts
$527M +$31.4M +6% 184
MAP
1537
Moody Aldrich Partners
Massachusetts
$527M +$10.6M +2% 209
PPW
1538
Presilium Private Wealth
Pennsylvania
$527M +$37.8M +8% 79
ISB
1539
Iowa State Bank
Iowa
$525M +$23.3M +5% 127
FSG
1540
Financial Strategies Group
Michigan
$525M +$45.2M +9% 99
LI
1541
Lafayette Investments
Maryland
$522M +$27.4M +6% 158
EGWAG
1542
Elwood & Goetz Wealth Advisory Group
Georgia
$521M +$58.3M +13% 137
CH
1543
Canton Hathaway
Rhode Island
$521M +$30.3M +6% 290
CFMC
1544
Curbstone Financial Management Corp
New Hampshire
$520M +$32.7M +7% 214
BCM
1545
Blume Capital Management
California
$520M +$29.2M +6% 460
WCM
1546
Woodson Capital Management
Connecticut
$520M -$37.4M -7% 26
III
1547
Independent Investors Inc
New York
$520M +$60.5M +13% 70
EMAM
1548
Encompass More Asset Management
California
$520M +$92.3M +22% 274
CWM
1549
Chemistry Wealth Management
New York
$518M +$52.1M +11% 208
NHT
1550
New Hampshire Trust
New Hampshire
$518M +$39.2M +8% 181