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, 4,322 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
JF
1751
JSF Financial
California
$451M +$30M +7% 139
IP
1752
Isthmus Partners
Wisconsin
$451M -$405M -47% 228
SFCL
1753
Strengthening Families & Communities LLC
Massachusetts
$450M +$271M +150% 739
HSG
1754
Helen Stephens Group
Texas
$450M +$47.3M +12% 108
SWMG
1755
Sanchez Wealth Management Group
Florida
$450M +$35.6M +9% 51
HPCM
1756
Hunter Perkins Capital Management
Illinois
$450M +$29.5M +7% 117
AWMG
1757
Alliance Wealth Management Group
New Jersey
$450M +$56.9M +14% 95
AIA
1758
AssuredPartners Investment Advisors
Florida
$449M +$40.3M +10% 289
CWM
1759
Centric Wealth Management
Illinois
$449M +$30.5M +7% 205
CWM
1760
Compass Wealth Management
Connecticut
$448M +$28M +7% 154
SMI
1761
Shelter Mutual Insurance
Missouri
$446M +$14.6M +3% 58
PIM
1762
Paradice Investment Management
Colorado
$446M -$46.4M -9% 37
KAM
1763
KEB Asset Management
Illinois
$446M +$44.4M +11% 95
CIP
1764
Convergence Investment Partners
Florida
$446M +$51.1M +13% 299
FVCM
1765
F&V Capital Management
Florida
$445M +$54M +14% 56
TCM
1766
Tradewinds Capital Management
Washington
$445M +$47.4M +12% 719
BIG
1767
Builder Investment Group
Georgia
$445M +$40.5M +10% 105
IA
1768
IAM Advisory
Pennsylvania
$445M +$28.1M +7% 108
NL
1769
NVWM LLC
Pennsylvania
$445M +$30.4M +7% 730
AR
1770
Apeiron RIA
Texas
$445M +$56.2M +14% 228
FWM
1771
Fonville Wealth Management
Virginia
$444M +$49.6M +13% 131
ESB
1772
Essex Savings Bank
Connecticut
$444M +$24.4M +6% 321
BWM
1773
BCS Wealth Management
Tennessee
$444M -$20.8M -4% 270
WWG
1774
West Wealth Group
California
$444M +$41.4M +10% 127
IPW
1775
Inlet Private Wealth
Florida
$443M +$36.2M +9% 137