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
GFG
1826
GR Financial Group
Arizona
$433M +$23.6M +6% 30
TWG
1827
The Wealth Group
Minnesota
$432M +$39.4M +10% 89
VAMG
1828
Voisard Asset Management Group
Michigan
$432M +$44.2M +11% 96
GS
1829
GWN Securities
Florida
$432M -$107M -20% 456
CWAG
1830
Compton Wealth Advisory Group
Virginia
$432M +$36.7M +9% 86
BFA
1831
Beacon Financial Advisory
Ohio
$432M +$45M +12% 388
BAG
1832
Bridgewealth Advisory Group
California
$431M +$37.5M +10% 128
AA
1833
Addison Advisors
Vermont
$431M +$30.5M +8% 918
AIM
1834
AMI Investment Management
Indiana
$431M +$43.7M +11% 77
WWM
1835
Wagner Wealth Management
South Carolina
$431M -$7.62M -2% 272
WFM
1836
Wolff Financial Management
Michigan
$431M +$43.6M +11% 102
APC
1837
Aspire Private Capital
North Carolina
$430M +$1 +0% 179
AWCI
1838
Alpine Woods Capital Investors
New York
$430M +$9.12M +2% 167
SCA
1839
Stokes Capital Advisors
South Carolina
$430M +$21.4M +5% 69
FFG
1840
Frisch Financial Group
New York
$430M +$21.1M +5% 168
EGA
1841
E&G Advisors
Texas
$430M +$44M +11% 232
WS
1842
Wendel SE
$429M +$79.3M +23% 1
MICM
1843
Matthews International Capital Management
California
$429M -$5.29M -1% 42
P
1844
Paradiem
Louisiana
$429M +$32.6M +8% 76
IIM
1845
Ipswich Investment Management
Massachusetts
$428M +$13.7M +3% 190
BHWA
1846
Beacon Harbor Wealth Advisors
Virginia
$428M +$27.2M +7% 89
CSUI
1847
Cincinnati Specialty Underwriters Insurance
Ohio
$428M +$47.4M +12% 38
PTB
1848
Pioneer Trust Bank
Oregon
$427M +$35M +9% 79
WCM
1849
WealthBridge Capital Management
Ohio
$426M +$31.8M +8% 220
FGWP
1850
Founders Grove Wealth Partners
Virginia
$426M +$27M +7% 141