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
VC
2251
Veery Capital
Delaware
$317M +$26M +9% 97
WPW
2252
Watershed Private Wealth
Illinois
$316M +$41.7M +15% 115
MP
2253
Maestria Partners
Georgia
$316M +$28.5M +10% 15
HNWA
2254
Henrickson Nauta Wealth Advisors
Michigan
$316M +$27.1M +9% 94
QFA
2255
Quattro Financial Advisors
Texas
$316M +$32.1M +11% 88
CPW
2256
Cove Private Wealth
New York
$316M +$32.1M +11% 163
AIA
2257
Armor Investment Advisors
North Carolina
$316M +$50.3M +19% 158
MWP
2258
Meredith Wealth Planning
Illinois
$316M +$40.1M +15% 64
WF
2259
Whelan Financial
California
$315M +$38.9M +14% 97
NI
2260
Nepsis Inc
Minnesota
$315M -$43.9M -12% 32
ATI
2261
ARK & TLK Investments
Oklahoma
$315M +$3.57M +1% 124
WMP
2262
Wealth Management Partners
Arizona
$315M +$31.8M +11% 149
DWM
2263
Darwin Wealth Management
Florida
$315M +$25.7M +9% 644
MIM
2264
MTM Investment Management
South Carolina
$315M +$17M +6% 742
MC
2265
Mirabaud & Cie
Switzerland
$315M +$416K +0.1% 63
ACM
2266
Aurdan Capital Management
Pennsylvania
$314M +$20.9M +7% 96
LODC
2267
Lanham O'Dell & Company
West Virginia
$314M +$77.2M +33% 46
JWM
2268
Jeppson Wealth Management
California
$314M +$24.4M +8% 227
PWM
2269
Purus Wealth Management
California
$313M +$25.3M +9% 147
SFMG
2270
Sage Financial Management Group
Virginia
$313M +$24.2M +8% 57
CCMI
2271
Creative Capital Management Investments
California
$313M +$33.1M +12% 336
NFGCM
2272
Norman Fields Gottscho Capital Management
New York
$313M +$10.7M +4% 68
SCA
2273
Sandy Cove Advisors
Massachusetts
$313M +$36M +13% 142
LAM
2274
Lynch Asset Management
Pennsylvania
$313M +$29.1M +10% 60
SIC
2275
Sterling Investment Counsel
New York
$312M +$141M +83% 187