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
SWRP
1976
Summit Wealth & Retirement Planning
California
$407M +$34.3M +9% 108
JHWEPV
1977
J.H. Whitney Equity Partners VII
Connecticut
$407M +$166M +69% 1
HNB
1978
Hilltop National Bank
Wyoming
$406M +$22.8M +6% 816
NYLIC
1979
New York Life Insurance Company
New York
$406M +$54.7M +16% 6
AWA
1980
Aquire Wealth Advisors
Utah
$406M +$33.9M +9% 49
PWM
1981
Prentice Wealth Management
New York
$406M +$25M +7% 116
RFN
1982
RDA Financial Network
Iowa
$405M +$35.3M +10% 278
ACA
1983
Aspire Capital Advisors
Washington
$405M +$43.3M +12% 119
MIC
1984
Meridian Investment Counsel
California
$405M +$37.4M +10% 239
BW
1985
Balance Wealth
Ohio
$405M +$234M +137% 135
OHWP
1986
Oak Harbor Wealth Partners
North Carolina
$405M +$34.7M +9% 261
NG
1987
NatWest Group
United Kingdom
$405M +$66.4M +20% 41
WAM
1988
Wilson Asset Management
Australia
$404M -$2.53M -0.6% 44
CS
1989
Cisco Systems
California
$404M -$40.4M -9% 4
CNC
1990
Citizens & Northern Corp
Pennsylvania
$404M +$29.9M +8% 123
SGA
1991
Sector Gamma AS
Norway
$403M +$97.4M +32% 44
NI
1992
Natural Investments
California
$403M +$16.7M +4% 296
MWC
1993
MBM Wealth Consultants
Missouri
$403M +$29.2M +8% 111
AC
1994
Arjuna Capital
North Carolina
$402M +$22.9M +6% 129
UCI
1995
Uncommon Cents Investing
Wisconsin
$402M +$28.5M +8% 211
SL
1996
Sentry LLC
Tennessee
$402M -$100M -20% 132
NFG
1997
Northeast Financial Group
Pennsylvania
$402M +$86M +27% 89
OWA
1998
Outlook Wealth Advisors
Texas
$401M +$12.5M +3% 329
TPWM
1999
Twelve Points Wealth Management
Massachusetts
$401M +$29.8M +8% 201
ERP
2000
Eldred Rock Partners
Texas
$401M +$71.9M +22% 30