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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 421 funds (~5%) 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 Avg Time
Held (Qtrs)
SPG
226
Snow Phipps Group
New York
$264M -$61.8M -19% 12.9% 58% 2 0% 26
EB
227
Emprise Bank
Kansas
$262M -$9.85M -4% 1.3% – 114 11.4% 7.8
MFPI
228
Midwest Financial Partners Investments
Minnesota
$260M +$19.3M +8% 1.9% – 85 11.76% 2.6
WAM
229
Werlinich Asset Management
Connecticut
$258M -$3.32M -1% 2.26% 232% 58 1.72% 15.2
G
230
Gainplan
Michigan
$258M +$3.94M +2% 1.99% 103% 70 30% 9.1
HHWM
231
Hiley Hunt Wealth Management
Nebraska
$257M +$4.3M +2% 1.18% 48.4% 51 7.84% 9
EIA
232
Eastover Investment Advisors
North Carolina
$257M +$3.27M +1% 0.9% 105% 50 4% 14.5
SFC
233
Sprinkle Financial Consultants
Colorado
$256M +$1.15M +0.5% 0.97% 64.1% 114 14.04% 7.1
KFS
234
Kaizen Financial Strategies
California
$254M -$53.5M -17% 1.19% 126% 190 14.21% 9.7
DTC
235
Davidson Trust Company
Washington
$253M -$3.32M -1% 3.84% 77% 194 7.73% 15.5
PSU
236
Pennsylvania State University
Pennsylvania
$252M +$3.12M +1% 1.46% – 3 0% 2.3
ACL
237
Applied Capital LLC
Florida
$252M +$5.42M +2% 1.45% 78.3% 97 8.25% 10.7
GWM
238
GoalFusion Wealth Management
Texas
$250M +$2.41M +1% 0.1% 47.6% 35 11.43% 9.9
GRWP
239
Green Ridge Wealth Planning
New Jersey
$249M +$11.5M +5% 2.58% – 99 16.16% 2.6
AWA
240
Aletheian Wealth Advisors
Washington
$249M +$14.9M +6% 0.31% – 118 11.86% 11.3
HWA
241
Heritage Wealth Architects
Minnesota
$246M -$5.17M -2% 0.14% – 74 10.81% 4.5
DRS
242
Deane Retirement Strategies
Louisiana
$244M +$7.9M +3% 4.15% 73.4% 64 35.94% 5.3
MBI
243
May Barnhard Investments
Maryland
$243M -$4.51M -2% 2.07% 65.4% 90 5.56% 9.3
BWM
244
Bullock Wealth Management
Indiana
$241M +$10.6M +5% 2.84% – 650 9.54% 7.8
OW
245
Olistico Wealth
Oklahoma
$239M +$5.29M +2% 2.7% 108% 367 12.53% 5.6
BS
246
Brighton Securities
New York
$239M +$6.14M +3% 0.51% – 57 28.07% 5
FCFC
247
First Citizens Financial Corp
Iowa
$238M -$1.26M -0.5% 0.45% 72.9% 142 5.63% 15.7
WSA
248
Wealth Science Advisors
Georgia
$238M +$12.9M +6% 0.01% – 98 19.39% 2.6
WWM
249
Whalen Wealth Management
Nevada
$234M +$12.1M +5% 2.34% 90.2% 258 45.74% 3.1
GBI
250
GP Brinson Investments
Illinois
$234M -$10.8M -4% 0.1% 51.2% 14 7.14% 19.2
8 9
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