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, 4,462 funds (~55%) 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
BHWA
1901
Beacon Harbor Wealth Advisors
Virginia
$428M +$27.2M +7% 89
CSUI
1902
Cincinnati Specialty Underwriters Insurance
Ohio
$428M +$47.4M +12% 38
PTB
1903
Pioneer Trust Bank
Oregon
$427M +$35M +9% 79
AWAU
1904
Alliance Wealth Advisors (Utah)
Utah
$427M +$10.3M +2% 308
WCM
1905
WealthBridge Capital Management
Ohio
$426M +$31.8M +8% 220
FGWP
1906
Founders Grove Wealth Partners
Virginia
$426M +$27M +7% 141
CWM
1907
Cordatus Wealth Management
Pennsylvania
$424M +$17.6M +4% 169
UWP
1908
Uniting Wealth Partners
Kansas
$424M +$165M +64% 203
HIP
1909
Harrell Investment Partners
Texas
$423M +$28.8M +7% 128
RCP
1910
Rothschild Capital Partners
New York
$423M +$42.3M +11% 102
PWM
1911
Paulson Wealth Management
Illinois
$423M +$36.8M +10% 145
SA
1912
Stewardship Advisors
Pennsylvania
$423M +$27.7M +7% 163
JHCM
1913
Juniper Hill Capital Management
California
$423M +$12.4M +3% 4
AWM
1914
Aries Wealth Management
Maine
$423M +$40M +10% 232
BMC
1915
Benin Management Corp
Connecticut
$423M +$39.5M +10% 137
BCP
1916
Berkeley Capital Partners
Georgia
$422M +$28.4M +7% 195
MSCM
1917
McElhenny Sheffield Capital Management
Texas
$422M +$47M +13% 124
MWM
1918
Marion Wealth Management
Pennsylvania
$422M +$22.2M +6% 139
WPIC
1919
White Pine Investment Company
Michigan
$421M +$20.9M +5% 67
SCA
1920
Sage Capital Advisors
South Dakota
$421M +$15.4M +4% 140
WC
1921
Wealthspring Capital
New York
$420M +$41.7M +11% 206
B
1922
BetterWealth
California
$420M +$29.6M +8% 74
CMP
1923
Coston McIsaac & Partners
Maine
$420M +$34M +9% 916
RS
1924
Retirement Solution
Washington
$419M +$27.7M +7% 49
WWM
1925
Waterway Wealth Management
Texas
$419M +$88.7M +27% 89