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
AIC
1776
Archer Investment Corporation
Indiana
$443M +$23.6M +6% 1,254
MAM
1777
Mystic Asset Management
Rhode Island
$443M +$29.3M +7% 226
BTWM
1778
Baker Tilly Wealth Management
Wisconsin
$443M +$163M +58% 281
SAM
1779
Standpoint Asset Management
Arizona
$442M -$46.6M -10% 8
GWM
1780
Gibbs Wealth Management
Georgia
$442M -$77.1M -15% 386
SCA
1781
Scott Capital Advisors
Oregon
$442M +$72.6M +20% 54
TSWM
1782
Triangle Securities Wealth Management
North Carolina
$442M +$35.4M +9% 207
PT
1783
Plimoth Trust
Massachusetts
$442M +$24.6M +6% 168
GWM
1784
GSB Wealth Management
Connecticut
$441M +$32.9M +8% 251
WEG
1785
World Equity Group
Illinois
$441M +$74M +20% 377
FPB
1786
First PREMIER Bank
South Dakota
$440M +$27.4M +7% 411
LC
1787
Landaas & Company
Wisconsin
$440M +$21.4M +5% 130
3IP
1788
3Chopt Investment Partners
Virginia
$440M +$23.6M +6% 240
SWM
1789
Shakespeare Wealth Management
Wisconsin
$439M +$64.3M +17% 105
FPW
1790
Fairvoy Private Wealth
Alabama
$439M +$36.7M +9% 196
FCG
1791
Fielder Capital Group
Tennessee
$439M +$64.1M +17% 282
ACM
1792
Altrius Capital Management
North Carolina
$438M +$10.6M +2% 91
MC
1793
McCarthy & Cox
Ohio
$438M +$56.5M +15% 73
GAMA
1794
Graticule Asia Macro Advisors
New York
$438M 2
CWM
1795
Centurion Wealth Management
Virginia
$438M +$89.2M +26% 307
AVA
1796
Atlas Venture Advisors
Massachusetts
$438M +$13.5M +3% 4
WWM
1797
Wiser Wealth Management
Georgia
$437M +$38M +10% 54
GF
1798
Genworth Financial
Virginia
$437M +$29.5M +7% 2
GWM
1799
Gitterman Wealth Management
New Jersey
$436M +$7.29M +2% 343
OWIM
1800
Old West Investment Management
California
$436M +$133M +44% 89