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, 4,286 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
TCOO
2176
Trust Company of Oklahoma
Oklahoma
$338M +$23.7M +8% 145
NOI
2177
Newton One Investments
Delaware
$338M +$19.9M +6% 128
VBFP
2178
Valtinson Bruner Financial Planning
Minnesota
$338M +$18.9M +6% 166
SWM
2179
Seaside Wealth Management
California
$337M +$22.7M +7% 63
CIS
2180
Custom Index Systems
New York
$337M +$127M +61% 284
GAA
2181
Global Assets Advisory
Florida
$336M +$80.1M +31% 301
BP
2182
BWM Planning
Texas
$336M +$45.8M +16% 92
IMA
2183
Investment Management Associates
Colorado
$336M +$39.2M +13% 34
BWAM
2184
Boyd Watterson Asset Management
Ohio
$336M +$18.1M +6% 432
LWA
2185
Lifelong Wealth Advisors
Minnesota
$336M +$34.7M +12% 84
SCP
2186
Stevens Capital Partners
Nebraska
$335M +$56.1M +20% 94
CPIA
2187
Cornell Pochily Investment Advisors
New York
$335M +$29.3M +10% 186
JF
2188
Joule Financial
Kentucky
$334M +$25.8M +8% 121
FA
2189
FDx Advisors
Illinois
$334M +$6.47M +2% 202
CMP
2190
Courage Miller Partners
Virginia
$334M +$18.1M +6% 87
PAA
2191
Peregrine Asset Advisers
Oregon
$333M +$12.9M +4% 192
WSWA
2192
Warren Street Wealth Advisors
California
$333M +$31.9M +11% 155
WFA
2193
Websterrogers Financial Advisors
South Carolina
$333M +$18.9M +6% 91
LW
2194
Libra Wealth
California
$333M +$27.2M +9% 69
CWG
2195
Crown Wealth Group
North Carolina
$333M +$66.6M +25% 139
BDFN
2196
Bond & Devick Financial Network
Minnesota
$332M +$31.8M +11% 191
ICP
2197
Impact Capital Partners
Colorado
$332M +$27.2M +9% 289
BFWA
2198
Benchmark Financial Wealth Advisors
Florida
$332M +$29.8M +10% 128
LWMM
2199
Legacy Wealth Management (Mississippi)
Mississippi
$332M +$3.39M +1% 98
GMA
2200
Glassy Mountain Advisors
Maryland
$332M +$21.5M +7% 81