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, 4,323 funds (~53%) 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
VIP
2101
Vista Investment Partners
Oklahoma
$358M +$11.4M +3% 165
MKC
2102
M. Kraus & Co
Vermont
$358M +$17.5M +5% 84
UB
2103
Umpqua Bank
Oregon
$358M +$29.5M +9% 169
SBF
2104
Sara-Bay Financial
Florida
$358M +$78.3M +28% 89
AIM
2105
Aikya Investment Management
United Kingdom
$357M +$23.7M +7% 4
WAM
2106
Warberg Asset Management
Illinois
$357M -$51.1M -13% 246
FW
2107
Fairway Wealth
Ohio
$356M +$43.6M +14% 200
CAG
2108
Compass Advisory Group
New York
$356M +$40.3M +13% 82
BWM
2109
Brown Wealth Management
Illinois
$356M +$34.1M +11% 106
GAM
2110
Grandview Asset Management
Pennsylvania
$356M +$43.2M +14% 147
LC
2111
Legacy CG
Texas
$355M +$19.6M +6% 54
PRP
2112
Peak Retirement Planning
Ohio
$355M +$107M +43% 140
BAM
2113
BOS Asset Management
Illinois
$355M +$41.5M +13% 195
LFA
2114
Level Financial Advisors
New York
$355M +$33.4M +10% 94
JGCM
2115
Joseph Group Capital Management
Ohio
$355M +$56.7M +19% 116
SCP
2116
Sivia Capital Partners
California
$354M +$60.3M +21% 513
DFA
2117
Delta Financial Advisors
Louisiana
$354M +$69.7M +25% 148
FMTCOCP
2118
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$354M +$34.3M +11% 349
CYG
2119
Clean Yield Group
Vermont
$354M +$19.5M +6% 434
TA
2120
Tactive Advisors
Florida
$353M +$44.1M +14% 271
BMWM
2121
Brown Miller Wealth Management
Virginia
$353M +$31M +10% 208
CP
2122
Covenant Partners
Tennessee
$353M +$17.7M +5% 150
SSW
2123
Stone Summit Wealth
Florida
$353M +$29.8M +9% 147
FFO
2124
Fiduciary Family Office
Florida
$351M +$46.1M +15% 202
LI
2125
LifeWealth Investments
Florida
$351M +$43.3M +14% 236