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, 4,293 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
OPW
2151
Oxler Private Wealth
New York
$344M +$25.5M +8% 92
FC
2152
Fusion Capital
South Carolina
$344M +$51.2M +18% 100
PCM
2153
Pennsylvania Capital Management
Pennsylvania
$344M +$30.9M +10% 112
TA
2154
TFB Advisors
Kansas
$343M -$38.3M -10% 362
CP
2155
Capital Planning
Washington
$343M +$25M +8% 82
WCM
2156
Westend Capital Management
California
$343M +$18.6M +6% 279
T
2157
Tidemark
California
$343M +$33M +11% 710
SEEDPG
2158
S.E.E.D. Planning Group
New York
$343M +$24.2M +8% 88
APWM
2159
Argonautica Private Wealth Management
Massachusetts
$343M +$26.8M +8% 190
SA
2160
SRH Advisors
Kansas
$343M +$13.7M +4% 286
NWM
2161
Northcape Wealth Management
New York
$342M +$14.8M +5% 144
FAP
2162
Financial Advisory Partners
Florida
$342M +$24.3M +8% 71
VFIC
2163
Valley Forge Investment Consultants
Pennsylvania
$342M +$29.8M +10% 103
NCM
2164
Neumann Capital Management
California
$342M +$23.9M +8% 104
FA
2165
FC Advisory
Pennsylvania
$342M +$18M +6% 117
MSG
2166
Main Street Group
Virginia
$341M +$34.1M +11% 880
CIM
2167
Corbyn Investment Management
Maryland
$341M +$43.8M +15% 71
MHC
2168
May Hill Capital
Massachusetts
$341M +$37.5M +12% 220
OFP
2169
OLIO Financial Planning
Virginia
$341M +$23.8M +8% 67
HWMO
2170
Heritage Wealth Management (Ohio)
Ohio
$341M +$31.7M +10% 256
VST
2171
Van Strum & Towne
California
$340M +$23.5M +7% 110
ACM
2172
Arcataur Capital Management
Wisconsin
$340M +$20.2M +6% 104
AA
2173
Argent Advisors
Louisiana
$339M +$15.6M +5% 169
SIC
2174
Shoker Investment Counsel
Ohio
$339M +$19.9M +6% 113
FMB
2175
Field & Main Bank
Kentucky
$339M +$31.2M +10% 254