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
MWM
2026
MorganRosel Wealth Management
Colorado
$386M +$19.6M +5% 360
IFS
2027
Ifrah Financial Services
Arkansas
$386M +$19.5M +5% 208
GRR
2028
Golden Reserve Retirement
Ohio
$385M +$73.7M +24% 28
LFG
2029
Leverty Financial Group
Wisconsin
$385M +$50.3M +15% 47
TI
2030
tru Independence
Oregon
$385M +$39.1M +11% 127
NAMM
2031
NorthStar Asset Management (Massachusetts)
Massachusetts
$385M +$22.8M +6% 72
XWM
2032
Xcel Wealth Management
Florida
$384M +$33M +9% 141
PGWM
2033
Parisi Gray Wealth Management
New Jersey
$384M +$35.3M +10% 132
GBWM
2034
Granite Bay Wealth Management
New Hampshire
$384M +$72.8M +23% 86
WSC
2035
Wellington Shields & Co
New York
$383M +$30.1M +9% 341
TWM
2036
TriaGen Wealth Management
California
$383M +$53.2M +16% 191
GC
2037
Guidance Capital
Kentucky
$383M +$32.6M +9% 211
SC
2038
Saybrook Capital
North Carolina
$383M +$29M +8% 43
LN
2039
Lightrock Netherlands
Netherlands
$382M +$18.7M +5% 40
MAG
2040
Mokosak Advisory Group
Iowa
$382M +$28.6M +8% 38
NCM
2041
New Capital Management
Texas
$382M +$23.4M +7% 57
WHAM
2042
Windmill Hill Asset Management
United Kingdom
$381M +$18.3M +5% 27
GLAM
2043
Gardner Lewis Asset Management
Pennsylvania
$381M -$19.1M -5% 104
WBC
2044
West Branch Capital
Massachusetts
$381M +$43M +13% 490
EHI
2045
Eagle Health Investments
Connecticut
$381M -$24.2M -6% 25
HP
2046
Holistic Planning
Texas
$381M +$31.5M +9% 239
APA
2047
Astoria Portfolio Advisors
New York
$381M +$25M +7% 307
GOCP
2048
Great Oak Capital Partners
Massachusetts
$381M +$31.6M +9% 44
SACTSONJ
2049
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$380M +$25M +7% 211
CWA
2050
CM Wealth Advisors
Ohio
$379M +$39.4M +12% 90