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, 4,406 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
MF
1851
Montis Financial
Massachusetts
$434M +$73.8M +21% 160
PEA
1852
Park Edge Advisors
Ohio
$433M +$43.1M +11% 151
DI
1853
DDFG Inc
California
$433M +$35.4M +9% 87
GFG
1854
GR Financial Group
Arizona
$433M +$23.6M +6% 30
TWG
1855
The Wealth Group
Minnesota
$432M +$39.4M +10% 89
VAMG
1856
Voisard Asset Management Group
Michigan
$432M +$44.2M +11% 96
GS
1857
GWN Securities
Florida
$432M -$107M -20% 456
CWAG
1858
Compton Wealth Advisory Group
Virginia
$432M +$36.7M +9% 86
BFA
1859
Beacon Financial Advisory
Ohio
$432M +$45M +12% 388
BAG
1860
Bridgewealth Advisory Group
California
$431M +$37.5M +10% 128
AA
1861
Addison Advisors
Vermont
$431M +$30.5M +8% 918
AIM
1862
AMI Investment Management
Indiana
$431M +$43.7M +11% 77
WWM
1863
Wagner Wealth Management
South Carolina
$431M -$7.62M -2% 272
WFM
1864
Wolff Financial Management
Michigan
$431M +$43.6M +11% 102
APC
1865
Aspire Private Capital
North Carolina
$430M +$1 +0% 179
AWCI
1866
Alpine Woods Capital Investors
New York
$430M +$9.12M +2% 167
SCA
1867
Stokes Capital Advisors
South Carolina
$430M +$21.4M +5% 69
FFG
1868
Frisch Financial Group
New York
$430M +$21.1M +5% 168
EGA
1869
E&G Advisors
Texas
$430M +$44M +11% 232
WS
1870
Wendel SE
$429M +$79.3M +23% 1
MICM
1871
Matthews International Capital Management
California
$429M -$5.29M -1% 42
P
1872
Paradiem
Louisiana
$429M +$32.6M +8% 76
IIM
1873
Ipswich Investment Management
Massachusetts
$428M +$13.7M +3% 190
BHWA
1874
Beacon Harbor Wealth Advisors
Virginia
$428M +$27.2M +7% 89
CSUI
1875
Cincinnati Specialty Underwriters Insurance
Ohio
$428M +$47.4M +12% 38