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
AFA
1576
AA Financial Advisors
Ohio
$509M +$44.8M +10% 201
LT
1577
Legacy Trust
Michigan
$507M +$99.5M +24% 190
GF
1578
Greenfield FTC
Nevada
$507M +$36.1M +8% 3
EFL
1579
ERn Financial LLC
Wisconsin
$506M +$32.5M +7% 152
JE
1580
JMAC Enterprises
Pennsylvania
$506M +$38.6M +8% 121
TCM
1581
TruNorth Capital Management
Michigan
$506M +$55.5M +12% 417
CFP
1582
Curran Financial Partners
South Carolina
$505M +$52.8M +12% 133
AAS
1583
Asset Allocation Strategies
Michigan
$505M +$52.6M +12% 152
DA
1584
Dash Acquisitions
California
$504M +$32M +7% 74
MCM
1585
McRae Capital Management
New Jersey
$504M +$15.4M +3% 106
SCP
1586
Shorepoint Capital Partners
Massachusetts
$503M 98
WPA
1587
West Paces Advisors
Georgia
$502M +$32.4M +7% 216
CCT
1588
Chemung Canal Trust
New York
$502M +$25.6M +5% 120
MLCM
1589
M & L Capital Management
United Kingdom
$501M +$58.2M +13% 31
VAG
1590
VisionPoint Advisory Group
Texas
$501M +$41.4M +9% 419
MWM
1591
Mattern Wealth Management
Kansas
$501M +$20.4M +4% 167
BZWA
1592
Blue Zone Wealth Advisors
California
$501M +$101M +25% 131
AHT
1593
Amanah Holdings Trust
$501M +$96.6M +24% 16
PEGL
1594
P/E Global LLC
Massachusetts
$500M +$19.1M +4% 4
SC
1595
Schoolcraft Capital
Colorado
$500M +$9.75M +2% 66
MF
1596
Manchester Financial
California
$500M +$21.8M +5% 138
RPWA
1597
Regent Peak Wealth Advisors
Georgia
$499M 190
SOAMC
1598
Spirit of America Management Corp
New York
$499M +$19M +4% 318
GS
1599
Gagnon Securities
New York
$499M +$6.15M +1% 95
CWM
1600
Cranbrook Wealth Management
Michigan
$498M +$29.6M +6% 422