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
PIM
1951
Progressive Investment Management
Oregon
$412M +$19.1M +5% 59
LWAM
1952
Legacy Wealth Asset Management
Minnesota
$412M +$18M +5% 378
REMPR
1953
Roof Eidam Maycock Peralta (REMP)
California
$411M +$5.67M +1% 131
CCM
1954
Carderock Capital Management
Maryland
$411M +$20.9M +5% 139
SB
1955
Sunflower Bank
Texas
$411M +$15.7M +4% 150
IWM
1956
Integris Wealth Management
California
$411M +$27.6M +7% 122
KDA
1957
Kraft Davis & Associates
Missouri
$411M +$46.5M +13% 153
BI
1958
Ballast Inc
Kentucky
$411M +$28.8M +8% 135
TL
1959
Tradewinds LLC
North Carolina
$411M +$279M +212% 272
MG
1960
MilWealth Group
Wisconsin
$410M +$22M +6% 69
MPPLM
1961
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$410M +$30.1M +8% 154
SP
1962
SWS Partners
Ohio
$410M +$39.1M +11% 124
BAM
1963
Brave Asset Management
New Jersey
$409M +$42.1M +11% 178
CCT
1964
Capital City Trust
Florida
$409M +$23.3M +6% 116
LCG
1965
Lisanti Capital Growth
New York
$409M +$48.1M +13% 146
ACGA
1966
Atlanta Consulting Group Advisors
Georgia
$409M +$43.4M +12% 150
NC
1967
NovaPoint Capital
Georgia
$409M +$82.4M +25% 146
BWM
1968
BigSur Wealth Management
Florida
$408M +$12.2M +3% 161
GC
1969
Greencape Capital
Australia
$408M -$136M -25% 3
ACM
1970
Avalon Capital Management
California
$408M +$35.8M +10% 144
MCM
1971
Monarch Capital Management
Indiana
$408M +$35.4M +10% 124
SWM
1972
Silverlake Wealth Management
Vermont
$407M +$67.7M +20% 357
BWA
1973
Burt Wealth Advisors
Maryland
$407M -$30M -7% 121
CD
1974
Chapin Davis
Maryland
$407M +$45.5M +13% 261
AFA
1975
AllGen Financial Advisors
Florida
$407M +$34.7M +9% 45