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, 4,293 funds (~53%) 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
BHBT
1701
Burke & Herbert Bank & Trust
Virginia
$465M +$19M +4% 247
WCMN
1702
Westchester Capital Management (Nebraska)
Nebraska
$465M +$40.2M +9% 43
SW
1703
Solidarity Wealth
Utah
$465M +$37.4M +9% 87
RBCM
1704
Raub Brock Capital Management
California
$465M +$5.8M +1% 41
BB
1705
Berkshire Bank
Massachusetts
$464M +$26.4M +6% 170
RPSA
1706
Richard P. Slaughter Associates
Texas
$464M -$26.3M -5% 127
PCA
1707
Peddock Capital Advisors
Massachusetts
$464M +$31.5M +7% 163
NDSI
1708
Newman Dignan & Sheerar Inc
Rhode Island
$463M +$28M +6% 200
OL
1709
one8zero8 LLC
North Carolina
$463M +$39.3M +9% 258
FCM
1710
Firestone Capital Management
Florida
$463M +$38.1M +9% 168
BRA
1711
Bender Robert & Associates
California
$463M +$14.3M +3% 47
HSA
1712
Hussman Strategic Advisors
Maryland
$462M +$24.1M +6% 336
AFG
1713
ABLE Financial Group
Arizona
$461M +$47.1M +11% 219
BFA
1714
Benedict Financial Advisors
Georgia
$461M +$19.8M +4% 132
AIS
1715
AM Investment Strategies
Tennessee
$461M +$35.6M +8% 116
TCM
1716
Towneley Capital Management
California
$460M +$24.5M +6% 39
RFG
1717
REAP Financial Group
Texas
$460M +$34.4M +8% 566
VW
1718
Vantage Wealth
California
$460M +$18.6M +4% 30
SWM
1719
Scissortail Wealth Management
Oklahoma
$459M +$42.4M +10% 119
WMWM
1720
Whitaker-Myers Wealth Managers
Ohio
$459M +$61.6M +16% 140
WCM
1721
Weaver Capital Management
Georgia
$459M +$52.3M +13% 201
JSC
1722
Jackson Square Capital
California
$459M +$8.37M +2% 161
SCA
1723
Stuart Chaussee & Associates
California
$458M +$14.6M +3% 187
KWS
1724
Keystone Wealth Services
California
$458M +$43.7M +11% 311
LI
1725
Louisbourg Investments
New Brunswick, Canada
$458M +$33.9M +8% 215