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, 4,232 funds (~52%) 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
OAP
2201
One Advisory Partners
Kansas
$326M +$26.8M +9% 70
ODA
2202
One Degree Advisors
California
$326M +$45.1M +16% 78
RWI
2203
Red Wave Investments
Pennsylvania
$326M +$21.8M +7% 112
CGFA
2204
Colton Groome Financial Advisors
North Carolina
$326M +$30.8M +10% 141
CFP
2205
Cypress Financial Planning
New Jersey
$326M +$21.3M +7% 87
CWA
2206
CJM Wealth Advisers
Virginia
$325M +$25M +8% 77
SAMT
2207
Select Asset Management & Trust
Pennsylvania
$325M +$32.8M +11% 85
DF
2208
Donoghue Forlines
Massachusetts
$325M -$26.1M -7% 141
WIC
2209
WealthBridge Investment Counsel
Alberta, Canada
$324M +$15.9M +5% 47
KA
2210
Kooman & Associates
Pennsylvania
$324M +$28.4M +10% 54
GJWM
2211
Gilliland Jeter Wealth Management
Arkansas
$324M +$16.9M +6% 184
LSWP
2212
Liberty Square Wealth Partners
Pennsylvania
$324M +$34.5M +12% 153
HC
2213
Hillman Company
Pennsylvania
$324M +$61M +23% 16
ST
2214
Somerset Trust
Pennsylvania
$324M +$17.1M +6% 192
SCP
2215
Silverleafe Capital Partners
Tennessee
$324M +$36.9M +13% 101
MW
2216
Marks Wealth
Maryland
$324M +$15.3M +5% 33
FFA
2217
Florida Financial Advisors
Florida
$324M +$22.1M +7% 307
EPW
2218
Endeavor Private Wealth
Kansas
$323M +$112M +53% 204
QCM
2219
Quadratic Capital Management
Connecticut
$323M +$77.9M +32% 2
SJL
2220
Shayne & Jacobs LLC
Tennessee
$323M +$20.5M +7% 96
BFW
2221
Brady Family Wealth
Missouri
$323M +$65.2K +0% 117
UCB
2222
United Community Bank
South Carolina
$323M +$30.6M +10% 641
CVA
2223
Central Valley Advisors
California
$323M +$29.1M +10% 149
CFCI
2224
Comprehensive Financial Consultants Institutional
Indiana
$323M +$18M +6% 192
AFS
2225
Aft Forsyth & Sober
Florida
$323M +$25.7M +9% 65