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
BWM
2326
Baron Wealth Management
Michigan
$302M +$20M +7% 272
JA
2327
JVL Associates
Michigan
$302M +$23.8M +9% 68
DC
2328
Dorval Corp
Minnesota
$302M +$22.6M +8% 42
PC
2329
Prairiewood Capital
North Dakota
$302M +$32.2M +12% 83
C1AG
2330
Client 1st Advisory Group
Florida
$301M +$25.6M +9% 145
PCA
2331
PL Capital Advisors
Florida
$301M +$1.68M +0.6% 29
MFA
2332
Morling Financial Advisors
California
$301M -$3.75M -1% 116
LJCM
2333
Lee Johnson Capital Management
Texas
$301M +$10.4M +4% 104
BBNB
2334
Baker Boyer National Bank
Washington
$301M +$11.1M +4% 81
AFS
2335
Amtrust Financial Services
New York
$301M +$18.9M +7% 16
GCM
2336
Galibier Capital Management
Ontario, Canada
$300M -$32.7M -10% 38
WFA
2337
WMG Financial Advisors
Tennessee
$300M +$29.6M +11% 221
MAM
2338
MMA Asset Management
Pennsylvania
$300M +$38.8M +15% 312
NCM
2339
Next Capital Management
New York
$300M +$29M +11% 149
TC
2340
TFR Capital
Texas
$300M +$23.4M +8% 172
CP
2341
Canopy Partners
Ohio
$299M +$26.7M +10% 245
RIA
2342
Realta Investment Advisors
Delaware
$299M +$46M +18% 360
GREM
2343
Grey Rock Energy Management
Texas
$299M -$53.1M -15% 1
BCIM
2344
Bishop & Co Investment Management
Pennsylvania
$299M +$20.7M +7% 27
FCT
2345
Family Capital Trust
Massachusetts
$299M +$10.2M +4% 96
PCS
2346
Private Client Services
Kentucky
$299M +$42.1M +16% 223
CAM
2347
Costello Asset Management
Pennsylvania
$299M +$32.5M +12% 705
JWS
2348
Juncture Wealth Strategies
Arizona
$298M +$17M +6% 145
YAL
2349
Your Advocates Ltd
Texas
$298M +$20.2M +7% 230
IWMA
2350
Ironwood Wealth Management (Arizona)
Arizona
$298M +$24.5M +9% 42