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
ACM
2001
Aspen Capital Management
Idaho
$392M +$35.5M +10% 82
BA
2002
Birinyi Associates
Connecticut
$392M +$49.7M +15% 59
MA
2003
Mezzasalma Advisors
New Jersey
$391M +$57.6M +17% 160
BLC
2004
Brown, Lisle/Cummings
Rhode Island
$390M +$13.9M +4% 785
SWA
2005
ShankerValleau Wealth Advisors
Illinois
$390M +$39.1M +11% 44
TODC
2006
Trustees of Dartmouth College
New Hampshire
$389M +$32.5M +9% 8
RC
2007
Reik & Co
New York
$389M -$11.3M -3% 57
AEPWM
2008
Atlantic Edge Private Wealth Management
Florida
$389M +$24.7M +7% 559
WH
2009
Whitcomb & Hess
Ohio
$389M +$34.3M +10% 58
GWSA
2010
Global Wealth Strategies & Associates
Colorado
$389M +$39.5M +11% 499
SFWC
2011
Strategic Family Wealth Counselors
New Jersey
$389M +$37.6M +11% 161
BFA
2012
Bill Few Associates
Pennsylvania
$388M +$35M +10% 205
TBWA
2013
Three Bridge Wealth Advisors
California
$388M +$8.43M +2% 127
TCMP
2014
Thrive Capital Management (Pennsylvania)
Pennsylvania
$388M +$68.4M +21% 183
RWM
2015
Rialto Wealth Management
New York
$388M +$29.6M +8% 1,801
RH
2016
RFG Holdings
Texas
$388M +$42.4M +12% 66
SIM
2017
Sherborne Investors Management
New York
$387M -$28M -7% 1
WP
2018
Westmount Partners
California
$387M +$23.1M +6% 258
PA
2019
Paragon Advisors
Texas
$387M +$4.01M +1% 87
DA
2020
Doliver Advisors
Texas
$387M +$21.5M +6% 181
EWM
2021
Elite Wealth Management
Washington
$386M +$82.4M +27% 53
DA
2022
Detalus Advisors
Missouri
$386M +$41.3M +12% 182
CFO
2023
Colony Family Offices
North Carolina
$386M -$549K -0.1% 68
KFS
2024
Kelly Financial Services
Massachusetts
$386M +$46.7M +14% 124
HWMG
2025
Hurlow Wealth Management Group
Indiana
$386M +$32.1M +9% 132