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
AAI
2276
American Assets Inc
California
$312M +$24M +8% 29
PAM
2277
Pegasus Asset Management
New York
$312M +$19.8M +7% 72
PC
2278
Pecaut & Co
Iowa
$311M +$10.1M +3% 86
FLA
2279
Financial Life Advisors
Texas
$311M +$19M +7% 49
IWN
2280
Independent Wealth Network
Iowa
$311M +$36.3M +13% 288
SPG
2281
Snow Phipps Group
New York
$311M +$12.5M +4% 2
WE
2282
Wealth Effects
Massachusetts
$311M +$43.7M +16% 229
BI
2283
Berkeley Inc
Idaho
$311M +$32.3M +12% 78
VC
2284
Veracity Capital
Georgia
$311M +$22.7M +8% 263
HPM
2285
Hoxton Planning & Management
West Virginia
$311M +$21.4M +7% 229
CFGA
2286
Cambridge Financial Group (Arizona)
Arizona
$311M +$44.3M +17% 166
SWM
2287
Selective Wealth Management
Virginia
$311M +$36.8M +13% 111
GCM
2288
GoodHaven Capital Management
New Jersey
$311M +$22.8M +8% 26
CWM
2289
Core Wealth Management
Florida
$311M +$26.9M +10% 36
SA
2290
SAM Advisors
California
$310M +$21.1M +7% 43
PWMG
2291
Pioneer Wealth Management Group
Texas
$310M +$40.1M +15% 52
WRM
2292
Weybosset Research & Management
Rhode Island
$310M +$18.9M +6% 35
RWM
2293
Reston Wealth Management
Virginia
$310M +$24.4M +9% 56
EWA
2294
ERTS Wealth Advisors
Michigan
$310M +$19.7M +7% 31
OPTFSNA
2295
Old Point Trust & Financial Services N A
Virginia
$310M +$23M +8% 338
CW
2296
Cabot-Wellington
Massachusetts
$309M +$18.8M +6% 5
WMR
2297
Wealth Management Resources
Rhode Island
$309M +$16.2M +6% 32
OFA
2298
Oak Family Advisors
Illinois
$308M +$32.1M +12% 105
UHC
2299
Union Heritage Capital
Michigan
$308M +$21.2M +7% 64
PWS
2300
Precision Wealth Strategies
Missouri
$308M +$223K +0.1% 214