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
PCM
1651
Poehling Capital Management
Wisconsin
$476M +$47.6M +11% 141
AIM
1652
Adapt Investment Managers
Switzerland
$475M +$185M +64% 59
PFA
1653
Professional Financial Advisors
Nebraska
$475M +$44.2M +10% 129
SFG
1654
Sunburst Financial Group
Alabama
$475M +$28.4M +6% 123
VFPW
1655
Vantage Financial Partners (Wisconsin)
Wisconsin
$475M +$41.5M +10% 221
TCOT
1656
Trust Company of Tennessee
Tennessee
$474M +$45.2M +11% 7
PPC
1657
Park Place Capital
Alabama
$474M +$34.6M +8% 835
FMTC
1658
Farmers & Merchants Trust Company
California
$473M +$2.22M +0.5% 223
DWM
1659
Drive Wealth Management
Utah
$472M +$15.4M +3% 393
SDWIA
1660
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$472M +$32.8M +7% 166
GA
1661
GoalVest Advisory
New York
$472M +$67.8M +17% 414
GVCM
1662
Global View Capital Management
Wisconsin
$471M +$158M +51% 147
AA
1663
Auxano Advisors
Washington
$470M +$42M +10% 174
OWP
1664
ORG Wealth Partners
Texas
$470M +$52.3M +13% 751
FSA
1665
Financial Security Advisor
Virginia
$470M +$36M +8% 147
CIC
1666
Canal Insurance Company
South Carolina
$470M +$22.9M +5% 74
CWM
1667
CMH Wealth Management
New Hampshire
$469M +$39.6M +9% 59
EA
1668
Ellsworth Advisors
Ohio
$469M +$57.9M +14% 197
HCM
1669
Harvey Capital Management
Florida
$469M +$41.7M +10% 88
VAS
1670
Valicenti Advisory Services
New York
$466M +$38.2M +9% 80
NAMP
1671
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$466M +$31.4M +7% 149
ODG
1672
O'Dell Group
Ohio
$466M +$65.2M +16% 42
AW
1673
Avion Wealth
Texas
$466M +$27.5M +6% 1,618
SLWA
1674
San Luis Wealth Advisors
California
$465M -$52.3K -0% 139
BHBT
1675
Burke & Herbert Bank & Trust
Virginia
$465M +$19M +4% 247