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, 4,349 funds (~54%) 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
FPW
1801
Fairvoy Private Wealth
Alabama
$439M +$36.7M +9% 196
FCG
1802
Fielder Capital Group
Tennessee
$439M +$64.1M +17% 282
ACM
1803
Altrius Capital Management
North Carolina
$438M +$10.6M +2% 91
MC
1804
McCarthy & Cox
Ohio
$438M +$56.5M +15% 73
GAMA
1805
Graticule Asia Macro Advisors
New York
$438M 2
CWM
1806
Centurion Wealth Management
Virginia
$438M +$89.2M +26% 307
AVA
1807
Atlas Venture Advisors
Massachusetts
$438M +$13.5M +3% 4
WWM
1808
Wiser Wealth Management
Georgia
$437M +$38M +10% 54
GF
1809
Genworth Financial
Virginia
$437M +$29.5M +7% 2
GWM
1810
Gitterman Wealth Management
New Jersey
$436M +$7.29M +2% 343
HWM
1811
HFR Wealth Management
New York
$436M +$22.3M +5% 52
OWIM
1812
Old West Investment Management
California
$436M +$133M +44% 89
ZI
1813
ZEGA Investments
Florida
$436M +$37.4M +9% 167
WFPG
1814
Waller Financial Planning Group
Ohio
$436M +$22.1M +5% 73
TWP
1815
Tempus Wealth Planning
California
$436M +$34.5M +9% 290
LHC
1816
Little House Capital
Massachusetts
$435M +$35.7M +9% 133
SDAM
1817
Shulman DeMeo Asset Management
New York
$435M +$31.1M +8% 122
BIA
1818
Barry Investment Advisors
Massachusetts
$435M +$33M +8% 115
AFGAS
1819
Allegiance Financial Group Advisory Services
Virginia
$435M +$57.1M +15% 179
TLP
1820
Trinity Legacy Partners
Texas
$434M +$22.9M +6% 99
BONH
1821
Bank of New Hampshire
New Hampshire
$434M +$32.1M +8% 470
CFC
1822
Coyle Financial Counsel
Illinois
$434M +$60.3M +16% 105
MF
1823
Montis Financial
Massachusetts
$434M +$73.8M +21% 160
PEA
1824
Park Edge Advisors
Ohio
$433M +$43.1M +11% 151
DI
1825
DDFG Inc
California
$433M +$35.4M +9% 87