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
MLIC
1926
Mandatum Life Insurance Company
Finland
$419M +$38.7M +10% 95
MFS
1927
Mattson Financial Services
Michigan
$418M +$47.4M +13% 211
BOSSRA
1928
B.O.S.S. Retirement Advisors
Utah
$418M +$19.9M +5% 216
WCM
1929
Whitener Capital Management
North Carolina
$418M +$40.2M +11% 166
PTP
1930
Platform Technology Partners
New York
$417M +$34.3M +9% 275
BWCS
1931
Beirne Wealth Consulting Services
Connecticut
$417M +$108M +35% 231
CFO
1932
Collective Family Office
Pennsylvania
$417M +$27.1M +7% 163
CIM
1933
Coleford Investment Management
Canada
$416M +$29.2M +8% 22
PA
1934
Proem Advisors
Texas
$416M +$37.6M +10% 39
HNWAG
1935
High Net Worth Advisory Group
Florida
$416M +$37.9M +10% 243
RCP
1936
Reverence Capital Partners
New York
$416M +$34.2M +9% 1
WC
1937
Weil Company
California
$416M +$36.3M +10% 118
EAM
1938
EdenTree Asset Management
United Kingdom
$415M +$54.4M +15% 64
LSWM
1939
Lorne Steinberg Wealth Management
Canada
$415M +$32.1M +8% 75
GPA
1940
Guidance Point Advisors
Massachusetts
$415M +$25.4M +7% 98
DC
1941
DeDora Capital
California
$414M +$31.2M +8% 115
TCCM
1942
Timber Creek Capital Management
Massachusetts
$414M +$21.2M +5% 84
SWG
1943
Summit Wealth Group
Vermont
$414M +$24.1M +6% 114
GPSPJS
1944
General Pension Society PZU Joint Stock
Poland
$414M +$54M +15% 16
CWA
1945
Cornerstone Wealth Advisors
Minnesota
$413M +$26.2M +7% 51
WAS
1946
Wealth Advisory Solutions
Indiana
$413M +$18M +5% 144
AFWM
1947
AMJ Financial Wealth Management
Virginia
$413M +$17.7M +4% 98
DBIA
1948
Dumont & Blake Investment Advisors
New Jersey
$412M +$29.4M +8% 215
DR
1949
Davis Rea
Ontario, Canada
$412M +$9.26M +2% 62
HFF
1950
Halter Ferguson Financial
Indiana
$412M +$140M +52% 31