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
DC
2351
Defender Capital
North Carolina
$298M +$3.65M +1% 40
ACM
2352
Ariose Capital Management
Hong Kong
$298M +$140M +88% 44
ATC
2353
Adirondack Trust Company
New York
$298M +$22.7M +8% 521
CFM
2354
Capricorn Fund Managers
United Kingdom
$298M +$86.2M +41% 78
CHJWM
2355
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298M +$21.9M +8% 145
OWM
2356
OneAscent Wealth Management
Alabama
$298M +$26.2M +10% 196
GIM
2357
Gold Investment Management
Alberta, Canada
$298M +$32M +12% 203
VAM
2358
Vert Asset Management
California
$297M +$22.8M +8% 45
HIA
2359
HTG Investment Advisors
Connecticut
$297M +$28.3M +11% 78
FFA
2360
Fairfield Financial Advisors
Massachusetts
$297M +$11.5M +4% 78
KCFA
2361
Key Client Fiduciary Advisors
New Jersey
$297M +$52.8M +22% 222
RFP
2362
Roth Financial Partners
Texas
$297M +$19.3M +7% 32
EAM
2363
Exane Asset Management
France
$297M +$40.6M +16% 38
PWM
2364
Pines Wealth Management
North Carolina
$297M +$13.9M +5% 238
LCM
2365
Lazari Capital Management
California
$296M +$30.7M +12% 171
CWM
2366
Castle Wealth Management
Florida
$296M +$20.9M +8% 133
TP
2367
Tranquility Partners
Tennessee
$296M +$16.2M +6% 242
EFN
2368
Equita Financial Network
Pennsylvania
$296M +$44.5M +18% 91
ILI
2369
Invesco LLC (Illinois)
Illinois
$296M +$27.6M +10% 136
SW
2370
StrongBox Wealth
Missouri
$296M +$32M +12% 92
JCM
2371
Jacobsen Capital Management
Utah
$295M +$23.4M +9% 125
ISFAN
2372
Investor's Fiduciary Advisor Network
Washington
$295M +$25.9M +10% 243
IRAG
2373
Investment Research & Advisory Group
Georgia
$295M +$26.6M +10% 263
RHP
2374
Royal Harbor Partners
Texas
$295M +$21.2M +8% 52
DFA
2375
DHJJ Financial Advisors
Illinois
$295M +$17.9M +6% 1,028