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
MWA
1726
MFA Wealth Advisors
Pennsylvania
$458M +$31.6M +7% 95
BF
1727
Blankinship & Foster
California
$457M +$30.2M +7% 78
CA
1728
Crumly & Associates
Illinois
$457M +$46.4M +11% 199
RWMH
1729
Riverpoint Wealth Management Holdings
Illinois
$455M +$29.9M +7% 59
KJWM
1730
Kiley Juergens Wealth Management
Washington
$454M +$21M +5% 81
PWP
1731
Precedent Wealth Partners
Texas
$454M +$45.9M +11% 179
CWA
1732
Clarity Wealth Advisors
California
$454M +$48.5M +12% 102
MWM
1733
Mascoma Wealth Management
New Hampshire
$454M +$23M +5% 488
NFW
1734
Noble Family Wealth
Florida
$453M +$44.2M +11% 86
MFS
1735
Madrona Financial Services
Washington
$453M +$36.2M +9% 125
FTA
1736
Financial & Tax Architects
Missouri
$453M +$41.5M +10% 122
CRWM
1737
Castle Rock Wealth Management
California
$452M +$24.5M +6% 261
RGC
1738
Rubicon Global Capital
United Kingdom
$452M -$179M -28% 10
AA
1739
Ashford Advisors
New York
$452M +$20.6M +5% 21
LF
1740
Lantz Financial
Illinois
$452M +$50.7M +13% 251
JF
1741
JSF Financial
California
$451M +$30M +7% 139
IP
1742
Isthmus Partners
Wisconsin
$451M -$405M -47% 228
SFCL
1743
Strengthening Families & Communities LLC
Massachusetts
$450M +$271M +150% 739
HSG
1744
Helen Stephens Group
Texas
$450M +$47.3M +12% 108
SWMG
1745
Sanchez Wealth Management Group
Florida
$450M +$35.6M +9% 51
HPCM
1746
Hunter Perkins Capital Management
Illinois
$450M +$29.5M +7% 117
AWMG
1747
Alliance Wealth Management Group
New Jersey
$450M +$56.9M +14% 95
AIA
1748
AssuredPartners Investment Advisors
Florida
$449M +$40.3M +10% 289
CWM
1749
Centric Wealth Management
Illinois
$449M +$30.5M +7% 205
CWM
1750
Compass Wealth Management
Connecticut
$448M +$28M +7% 154