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
LS
1626
Liquid Strategies
Georgia
$486M +$28M +6% 7
OSNBOA
1627
Old Second National Bank of Aurora
Illinois
$485M +$27.4M +6% 311
MAM
1628
McLean Asset Management
Virginia
$485M +$104M +27% 175
AGWCA
1629
Annis Gardner Whiting Capital Advisors
Florida
$485M +$196M +68% 1,449
CBTWT
1630
Community Bank & Trust (Waco, Texas)
Texas
$485M +$43.1M +10% 151
PC
1631
Peavine Capital
Nevada
$484M +$57.4M +13% 9
RWM
1632
Rockline Wealth Management
New York
$483M +$60.4M +14% 106
FIC
1633
Family Investment Center
Missouri
$482M +$40.2M +9% 111
HW
1634
Hedeker Wealth
Illinois
$481M +$52.1M +12% 94
TAS
1635
TIFF Advisory Services
Pennsylvania
$480M +$58M +14% 25
CSNH
1636
Crow's Nest Holdings
Virginia
$480M +$26.6M +6% 10
MWP
1637
Moller Wealth Partners
$480M +$26.6M +6% 73
RCM
1638
RB Capital Management
Nevada
$479M +$37.8M +9% 189
RWM
1639
Rezny Wealth Management
Florida
$479M +$35.8M +8% 40
WC
1640
Westwind Capital
New Mexico
$479M -$10.4M -2% 45
HPC
1641
Hobart Private Capital
North Carolina
$478M +$36.9M +8% 125
ACA
1642
Ackerman Capital Advisors
Texas
$478M +$47.2M +11% 122
DA
1643
Drake & Associates
Wisconsin
$477M +$69.2M +17% 115
ICVCFIA
1644
IDG China Venture Capital Fund IV Associates
Hong Kong
$476M +$68.4M +17% 4
CSIA
1645
Conrad Siegel Investment Advisors
Pennsylvania
$476M +$30.6M +7% 58
YLHM
1646
Yelin Lapidot Holdings Management
Israel
$476M -$71.4M -13% 97
SCM
1647
Stordahl Capital Management
Colorado
$476M +$26M +6% 64
WMG
1648
WESCAP Management Group
California
$476M +$36.6M +8% 103
GFA
1649
Gifford Fong Associates
California
$476M +$41.5M +10% 123
YRHAM
1650
Yong Rong (HK) Asset Management
Hong Kong
$476M +$61.2M +15% 25