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
CA
2226
Centerpoint Advisors
Massachusetts
$322M +$27.5M +9% 472
CPC
2227
Congress Park Capital
New York
$322M +$16.7M +5% 135
CAGAS
2228
Capital Advisory Group Advisory Services
Minnesota
$321M +$43.1M +16% 186
OFS
2229
Oldfather Financial Services
Nebraska
$321M +$30.2M +10% 92
DP
2230
Denver PWM
Colorado
$321M +$81.6K +0% 78
FNBSF
2231
First National Bank Sioux Falls
South Dakota
$321M +$48.2M +18% 141
CI
2232
Ceera Investments
Texas
$321M -$5.98M -2% 117
EE
2233
EWG Elevate
California
$320M -$4.57M -1% 170
PPH
2234
Pure Portfolios Holdings
Oregon
$320M +$24.7M +8% 107
JAM
2235
JCIC Asset Management
Ontario, Canada
$320M 111
IPW
2236
Intergy Private Wealth
Colorado
$320M +$26.6M +9% 109
GB
2237
Gunma Bank
Japan
$319M +$13.1M +4% 35
AWA
2238
Acorn Wealth Advisors
Michigan
$319M +$50.1M +19% 289
HVP
2239
Hudson Value Partners
Florida
$319M +$29.1M +10% 115
CWM
2240
Cherrydale Wealth Management
New Jersey
$318M +$30.9M +11% 83
IPA
2241
Investment Planning Advisors
Georgia
$318M +$35M +12% 91
THCM
2242
Taylor Hoffman Capital Management
Virginia
$317M +$24.8M +8% 122
IAS
2243
Investment Advisory Services
Texas
$317M +$17.6M +6% 134
AZ
2244
Aquamarine Zurich
Switzerland
$317M +$7.53M +2% 14
VRM
2245
Vectors Research Management
New York
$317M +$25.6M +9% 134
ACM
2246
Aubrey Capital Management
United Kingdom
$317M +$41.7M +15% 64
SFS
2247
Stiles Financial Services
Minnesota
$317M +$27.6M +10% 183
SFP
2248
Sterling Financial Planning
New Jersey
$317M +$17.8M +6% 118
IPW
2249
IronBridge Private Wealth
Texas
$317M +$30.1M +11% 51
HLCM
2250
Hi-Line Capital Management
South Dakota
$317M +$34.4M +12% 42