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
ALA
1551
Atlas Legacy Advisors
California
$518M +$64M +14% 208
LA
1552
Lynch & Associates
Indiana
$518M +$21.5M +4% 128
SRC
1553
Sage Rhino Capital
California
$517M +$44.2M +9% 317
CIM
1554
Contravisory Investment Management
Massachusetts
$516M +$8.15M +2% 432
TIAM
1555
TT International Asset Management
United Kingdom
$516M -$8.32M -2% 62
FCA
1556
FLC Capital Advisors
California
$516M +$32.7M +7% 215
GPTE
1557
Generali Powszechne Towarzystwo Emerytalne
Poland
$516M +$31.7M +7% 33
GDP
1558
Great Diamond Partners
Maine
$516M +$42.1M +9% 242
SIAP
1559
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$514M +$57.8M +13% 211
FFIC
1560
First Fiduciary Investment Counsel
Ohio
$514M +$9.35M +2% 73
CMA
1561
Cedar Mountain Advisors
Oregon
$514M +$32.4M +7% 705
MFGM
1562
Marshall Financial Group (Maryland)
Maryland
$513M +$3.31M +0.6% 267
PFA
1563
Pettinga Financial Advisors
Indiana
$513M +$56.6M +12% 144
MWM
1564
MinichMacGregor Wealth Management
New York
$513M +$45M +10% 154
TGAM
1565
TBH Global Asset Management
Tennessee
$512M +$44.7M +10% 260
CA
1566
Cambridge Advisors
Nebraska
$512M +$33.3M +7% 172
JWM
1567
JFG Wealth Management
Colorado
$511M +$32.6M +7% 68
WFA
1568
WestHill Financial Advisors
California
$510M +$38.8M +8% 79
BRCM
1569
Bright Rock Capital Management
Massachusetts
$510M +$16.2M +3% 75
BWP
1570
Bernardo Wealth Planning
Pennsylvania
$510M +$49.5M +11% 128
VBFG
1571
Vishria Bird Financial Group
Tennessee
$510M +$209M +69% 105
KNW
1572
Kesler Norman & Wride
Utah
$510M -$53.9M -10% 245
ETS
1573
ESL Trust Services
New York
$510M +$20.1M +4% 310
LRWA
1574
Long Run Wealth Advisors
New York
$509M +$32.8M +7% 113
RP
1575
Rowlandmiller & Partners
Georgia
$509M +$24.6M +5% 194