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
TPW
2451
Tiller Private Wealth
Pennsylvania
$281M +$17.9M +7% 67
AFWM
2452
Abich Financial Wealth Management
Virginia
$281M 655
GFPC
2453
Global Financial Private Client
Florida
$281M +$14M +5% 239
FPCG
2454
Forum Private Client Group
Indiana
$281M +$21.2M +8% 81
FCAM
2455
First Citizens Asset Management
North Carolina
$280M +$23.8M +9% 28
SPI
2456
Santori & Peters Inc
Pennsylvania
$280M +$3.52M +1% 78
PP
2457
Pacifica Partners
Canada
$280M +$33.1M +13% 561
MCA
2458
Maryland Capital Advisors
Maryland
$279M +$24.2M +9% 284
BPWM
2459
BCS Private Wealth Management
New Jersey
$279M +$13.3M +5% 186
SG
2460
Sharper & Granite
California
$279M +$16M +6% 109
AWA
2461
Alta Wealth Advisors
Massachusetts
$279M +$67.2M +32% 168
RA
2462
Rise Advisors
New York
$279M +$27M +11% 1,626
SFCM
2463
Savoir Faire Capital Management
Connecticut
$279M +$71.9M +35% 52
LIM
2464
Letson Investment Management
Georgia
$279M +$25.5M +10% 104
LCC
2465
Lincoln Capital Corp
Rhode Island
$278M +$17.6M +7% 98
EWP
2466
Elevation Wealth Partners
California
$278M +$24.5M +10% 888
SPIO
2467
Seven Post Investment Office
California
$278M +$12.2M +5% 34
MFC
2468
Morris Financial Concepts
South Carolina
$277M +$24.9M +10% 201
RFG
2469
Range Financial Group
Oregon
$277M +$22.2M +9% 218
SCI
2470
Stableford Capital II
Arizona
$277M +$11.3M +4% 142
GJIA
2471
Glass Jacobson Investment Advisors
Maryland
$277M +$17M +7% 597
SIM
2472
Sims Investment Management
Ohio
$276M +$27.7M +11% 44
WAM
2473
Weinberger Asset Management
California
$276M +$17.2M +7% 88
AFS
2474
Access Financial Services
Minnesota
$276M +$11.5M +4% 109
T
2475
TOBAM
France
$276M +$19.8M +8% 282