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
MADR
2426
Milestones Administradora de Recursos
Brazil
$286M -$6.7M -2% 19
SH
2427
Svenska Handelsbanken
Sweden
$286M +$180M +169% 18
ACM
2428
AIGH Capital Management
Maryland
$286M +$72.5M +34% 52
AWM
2429
Act Wealth Management
Texas
$285M +$48.6M +21% 63
PCM
2430
Presidio Capital Management
California
$285M +$25.4M +10% 73
RL
2431
Rogco LP
Oklahoma
$285M +$19.1M +7% 211
BWL
2432
Beacon Wealthcare LLC
North Carolina
$285M +$19.5M +7% 25
SAMC
2433
Spectrum Asset Management (California)
California
$284M +$54.3M +24% 110
BWS
2434
BCR Wealth Strategies
Alabama
$284M +$26M +10% 30
EW
2435
Enzi Wealth
Texas
$284M +$11.3M +4% 73
RGF
2436
Retirement Guys Formula
Ohio
$284M +$20.9M +8% 175
MIM
2437
Montgomery Investment Management
Maryland
$284M +$25.8M +10% 100
PTEAP
2438
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$284M +$39M +16% 13
IP
2439
Investment Partners
Ohio
$284M +$19.8M +7% 162
FW
2440
FullCircle Wealth
Texas
$284M +$15.8M +6% 273
TF
2441
Theory Financial
Colorado
$284M +$20.1M +8% 93
HBW
2442
Hazlett, Burt & Watson
West Virginia
$283M +$38.9M +16% 938
MAG
2443
Members Advisory Group
New York
$283M +$16.7M +6% 41
AV
2444
Aspiring Ventures
Ohio
$283M +$59.7M +27% 70
MHB
2445
Midwest Heritage Bank
Iowa
$282M +$16.6M +6% 59
EWM
2446
Elmwood Wealth Management
California
$282M +$30M +12% 144
SONJCPFA
2447
State of New Jersey Common Pension Fund A
New Jersey
$282M -$5.11M -2% 3
WMA
2448
Wealth Management Associates
New Jersey
$282M +$24.8M +10% 242
BBWP
2449
Beacon Bridge Wealth Partners
Pennsylvania
$281M +$29.2M +12% 94
TAM
2450
Townsend Asset Management
North Carolina
$281M +$4.94M +2% 184