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
WIP
2301
WealthCare Investment Partners
Rhode Island
$308M +$30.1M +11% 173
VCM
2302
Verger Capital Management
North Carolina
$308M +$54M +21% 15
FUBT
2303
First United Bank & Trust
Maryland
$308M +$21.2M +7% 429
OFW
2304
Omnia Family Wealth
Florida
$308M +$32M +12% 109
QWM
2305
Quaker Wealth Management
New Jersey
$307M +$8.84M +3% 912
AI
2306
Auour Investments
Massachusetts
$307M +$16.3M +6% 90
SIMC
2307
Squire Investment Management Company
Utah
$307M +$35.6M +13% 69
LWM
2308
Luminvest Wealth Management
Arizona
$307M +$27.8M +10% 46
LAM
2309
Lountzis Asset Management
Pennsylvania
$306M +$22.3M +8% 54
SFA
2310
Seneca Financial Advisors
New York
$306M +$46.8M +18% 64
LJHT
2311
Laurie J. Hall Trustee
$306M +$3.64M +1% 117
SII
2312
Silchester International Investors
United Kingdom
$306M -$160M -34% 3
BBWA
2313
Bell & Brown Wealth Advisors
California
$305M +$25.8M +9% 73
TFO
2314
Timonier Family Office
North Carolina
$305M +$37.8M +14% 58
PPWM
2315
Paragon Private Wealth Management
Kentucky
$305M +$54M +22% 219
BE
2316
Bonness Enterprises
District of Columbia
$305M -$548K -0.2% 38
NI
2317
NYL Investors
New York
$304M -$58.4M -16% 37
TFG
2318
Tilson Financial Group
New Jersey
$304M +$39.2M +15% 79
FPWM
2319
FSB Premier Wealth Management
Iowa
$304M +$23.8M +9% 234
WIC
2320
Whitegate Investment Counselors
New Hampshire
$304M +$9.26M +3% 70
SC
2321
Schiavi & Co
Delaware
$303M +$8.65M +3% 45
FWA
2322
Flagship Wealth Advisors
Massachusetts
$303M +$38.2M +14% 442
BDA
2323
Borer Denton & Associates
Pennsylvania
$303M +$14.7M +5% 62
EWA
2324
Etesian Wealth Advisors
Oregon
$303M +$34.6M +13% 139
BSI
2325
Bennett Selby Investments
Maine
$302M +$21.5M +8% 82