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
EL
2376
EQ LLC
Washington
$295M +$37M +14% 76
ACG
2377
Arch Capital Group
Bermuda
$294M +$507K +0.2% 4
EWA
2378
Encompass Wealth Advisors
Oregon
$294M +$20.9M +8% 110
CRI
2379
Commonwealth Retirement Investments
Virginia
$294M +$30.7M +12% 119
2L
2380
25 LLC
Missouri
$294M +$21.5M +8% 68
PWP
2381
Parkwoods Wealth Partners
New York
$293M +$120M +69% 100
DIP
2382
Davis Investment Partners
North Carolina
$293M +$13.5M +5% 167
LAM
2383
Lifestyle Asset Management
Texas
$293M +$78.6M +37% 149
TPWA
2384
Twin Peaks Wealth Advisors
California
$293M -$16M -5% 2,274
BIMC
2385
Benson Investment Management Company
Virginia
$293M +$28.8M +11% 60
OAM
2386
Oak Asset Management
California
$292M +$13.4M +5% 108
QAM
2387
Q3 Asset Management
Michigan
$292M +$9.12M +3% 80
SFS
2388
Solitude Financial Services
Virginia
$292M +$16.2M +6% 42
LCM
2389
Leisure Capital Management
California
$292M +$26.7M +10% 147
SA
2390
SoundView Advisors
Washington
$292M +$20.4M +8% 42
VU
2391
Valence8 US
Massachusetts
$292M +$54.1M +23% 14
BC
2392
Barrett & Company
Rhode Island
$292M +$25M +9% 660
SFS
2393
Shaker Financial Services
Virginia
$292M +$15.8M +6% 173
LIG
2394
Lokken Investment Group
Delaware
$291M +$31.6M +12% 152
SCI
2395
Silver Coast Investments
United States
$291M +$15.9M +6% 116
TAFW
2396
Tred Avon Family Wealth
Maryland
$291M 237
EP
2397
Essential Planning
New Hampshire
$290M +$21.9M +8% 85
BFA
2398
Buttonwood Financial Advisors
Maryland
$290M +$41.3M +17% 103
HAM
2399
Harmony Asset Management
Arizona
$290M +$23.2M +9% 180
SC
2400
Stephens Consulting
Michigan
$290M -$129M -31% 1,223