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
HNW
1601
High Note Wealth
Minnesota
$498M +$61.2M +14% 1,008
AAM
1602
Augustine Asset Management
Florida
$497M +$123M +33% 113
BA
1603
BCM Advisors
Louisiana
$497M +$27.4M +6% 78
ACM
1604
Aljian Capital Management
Nevada
$497M +$41.7M +9% 124
MAC
1605
Mason & Associates (California)
California
$497M +$63.4M +15% 140
TA
1606
TRB Advisors
New York
$496M +$79.1M +19% 14
AFFA
1607
ALM First Financial Advisors
Texas
$496M +$33.2M +7% 23
LWM
1608
Long Walk Management
Connecticut
$495M +$99.7M +25% 10
VIA
1609
Vickerman Investment Advisors
Washington
$494M +$29.1M +6% 81
CPWM
1610
Cypress Point Wealth Management
Texas
$494M +$83.4M +20% 87
SEP
1611
Southland Equity Partners
Missouri
$494M +$38.1M +8% 257
AWM
1612
Activest Wealth Management
Florida
$494M +$79.1M +19% 1,455
RIG
1613
Renaissance Investment Group
Massachusetts
$494M +$32.8M +7% 80
NHFG
1614
New Harbor Financial Group
Massachusetts
$493M +$57.5M +13% 56
SPP
1615
Single Point Partners
Massachusetts
$493M +$35.4M +8% 90
WAS
1616
WESPAC Advisors SoCal
California
$492M +$44.3M +10% 117
RW
1617
Rockport Wealth
Ohio
$491M +$59.6M +14% 100
GFWA
1618
Grey Fox Wealth Advisors
Delaware
$491M +$71M +17% 664
HCA
1619
Harbour Capital Advisors
Virginia
$489M +$14.2M +3% 319
WW
1620
Waterfront Wealth
Kansas
$488M +$42.3M +9% 284
FC
1621
Fulcrum Capital
Washington
$488M +$15M +3% 102
PWM
1622
Praetorian Wealth Management
California
$487M +$52.9M +12% 65
SFO
1623
Stenger Family Office
Illinois
$487M +$99.1M +26% 116
KHLMTHM
1624
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$487M +$31.2M +7% 63
WDG
1625
Wealth Dimensions Group
Ohio
$486M +$32.7M +7% 180