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, 4,349 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
RBFC
2051
Roman Butler Fullerton & Co
Missouri
$373M +$33.4M +10% 273
HH
2052
HWG Holdings
Texas
$373M +$41.8M +13% 67
PGF
2053
Plan Group Financial
Oklahoma
$372M +$68.4M +22% 193
AIM
2054
Access Investment Management
Georgia
$372M +$20.9M +6% 185
BFS
2055
BridgePort Financial Solutions
Iowa
$372M +$71.2M +24% 247
CSWG
2056
Cardinal Strategic Wealth Guidance
Kentucky
$372M +$25.2M +7% 64
HWP
2057
Highline Wealth Partners
California
$372M +$33.9M +10% 1,139
FFS
2058
Fischer Financial Services
Pennsylvania
$371M +$31.4M +9% 66
IIA
2059
Integral Investment Advisors
California
$371M +$20.7M +6% 167
PP
2060
Prosperity Planning
Missouri
$371M +$24M +7% 110
S
2061
SimplyRich
California
$371M +$11.7M +3% 223
MCS
2062
Mithaq Capital SPC
Saudi Arabia
$370M -$23.3M -6% 4
VWM
2063
Vermillion Wealth Management
Minnesota
$370M +$161M +77% 1,550
BHWM
2064
Bay Harbor Wealth Management
Maryland
$370M +$25.3M +7% 1,327
PA
2065
Prism Advisors
California
$370M +$18.9M +5% 76
CMAI
2066
Capital Management Associates Inc
Minnesota
$370M +$54.2M +17% 143
TA
2067
TrueWealth Advisors
Alabama
$370M +$31.8M +9% 233
FFO
2068
Fortitude Family Office
Arizona
$370M +$67.4M +22% 2,168
OKSA
2069
O'Keefe Stevens Advisory
New York
$369M +$13.6M +4% 69
FIM
2070
Fruth Investment Management
Texas
$369M +$1.34M +0.4% 220
LWM
2071
LongView Wealth Management
Georgia
$369M +$38.8M +12% 227
SA
2072
Sicart Associates
New York
$369M +$83.3M +29% 75
FP
2073
FFG Partners
Florida
$369M +$68.1M +23% 41
FDS
2074
Freedom Day Solutions
Texas
$368M +$31.8M +9% 97
OCM
2075
Once Capital Management
New York
$368M +$45.2M +14% 26