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
MC
2076
Muhlenkamp & Co
Pennsylvania
$368M +$47.4M +15% 33
IAG
2077
Investment Advisory Group
Massachusetts
$368M +$37.5M +11% 192
MA
2078
Modus Advisors
Minnesota
$368M +$31M +9% 118
BWA
2079
Beam Wealth Advisors
Louisiana
$367M +$31.4M +9% 114
SFG
2080
Snider Financial Group
Washington
$367M +$20M +6% 119
MJP
2081
Michael J. Puzo
$367M +$15.6M +4% 73
SIA
2082
Sovereign Investment Advisors
Arizona
$367M +$2.91M +0.8% 36
PFS
2083
Physicians Financial Services
North Carolina
$366M +$30.6M +9% 110
CI
2084
Cooper Investors
Australia
$366M -$183M -33% 55
PIA
2085
Pinion Investment Advisors
Kansas
$366M +$76M +26% 179
CPWA
2086
Cerro Pacific Wealth Advisors
California
$365M +$5.1M +1% 165
SCM
2087
Sollinda Capital Management
Florida
$365M -$19M -5% 100
LFGO
2088
Legacy Financial Group (Oklahoma)
Oklahoma
$365M +$26.5M +8% 96
CFG
2089
Carr Financial Group
Massachusetts
$364M +$25.3M +7% 202
KLCM
2090
KG&L Capital Management
Louisiana
$364M +$25.2M +7% 211
PS
2091
Presima Securities
Quebec, Canada
$364M -$71M -16% 51
MFGP
2092
Marshall Financial Group (Pennsylvania)
Pennsylvania
$364M +$29.5M +9% 55
PWMG
2093
Private Wealth Management Group
New Jersey
$363M +$62.3M +21% 1,546
EWM
2094
EPG Wealth Management
Georgia
$363M +$30M +9% 329
AWC
2095
Adamsbrown Wealth Consultants
Kansas
$363M +$18.2M +5% 119
CFS
2096
CGC Financial Services
Oregon
$363M +$66.5M +22% 350
WCM
2097
Windsor Capital Management
Arizona
$362M +$19.2M +6% 122
T
2098
TrueFG
Texas
$362M +$25.5M +8% 67
PC
2099
Packer & Co
Australia
$362M 7
EL
2100
EWA LLC
Pennsylvania
$361M +$43.6M +14% 247