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

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 2,670 funds (~30%) 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 Holding
Period (Yrs)
Catherine Avery Investment Management
2476
Catherine Avery Investment Management
Florida
$116M -$113M -49% 4.72% – 174 5.75% 1.1
Retireful LLC
2477
Retireful LLC
Michigan
$116M +$8.64M +8% 13.2% 437% 125 66.4% 0.4
MLP3 LLC
2478
MLP3 LLC
New Jersey
$116M +$13.1M +13% 0.05% – 110 18.18% 0.6
RBDF
2479
Robert B. Daugherty Foundation
Nebraska
$116M -$28.7M -20% 19.8% – 1 0% 0.8
21 West Wealth Management
2480
21 West Wealth Management
California
$115M -$1.83M -2% 1.26% – 70 15.71% 1.1
Aubrey Capital Management
2481
Aubrey Capital Management
United Kingdom
$115M -$44.4M -28% 11.4% 319% 56 62.5% 0.6
Ebert Capital Management
2482
Ebert Capital Management
California
$115M +$8.55M +8% 5.86% – 30 10% 0.6
Helium Advisors
2483
Helium Advisors
Washington
$115M -$5.34M -4% 3.21% – 110 10% 1.3
Value Investment Professionals
2484
Value Investment Professionals
New York
$115M -$3.99M -3% 0.48% – 107 14.95% 0.4
Gainline Financial Partners
2485
Gainline Financial Partners
Colorado
$115M +$7.71M +7% 0.34% – 60 16.67% 0.2
Members Capital Advisors Inc
2486
Members Capital Advisors Inc
Wisconsin
$115M -$1.65M -1% 0.54% – 7 0% 2.5
Vavra Capital Management
2487
Vavra Capital Management
Pennsylvania
$115M +$451K +0.4% 0.22% – 25 16% 0.6
FCM
2488
Floyd Capital Management
Texas
$115M -$16.9M -13% 2.12% – 1 0% 1.8
Lakehouse Capital
2489
Lakehouse Capital
Australia
$114M +$23.6M +26% 23.5% 87.4% 12 0% 4.2
Unified Investment Management
2490
Unified Investment Management
Georgia
$114M +$5.35M +5% 4.22% – 157 14.65% 1.4
Briggs Wealth Management
2491
Briggs Wealth Management
Connecticut
$113M +$3.91M +4% 0.63% – 65 10.77% 0.6
Eleva Capital
2492
Eleva Capital
France
$113M -$230M -67% 11.2% – 43 83.72% 0.2
Redwood Family Wealth
2493
Redwood Family Wealth
Texas
$113M -$941K -0.8% 1.52% – 116 14.66% 0.7
JBGlobal.com
2494
JBGlobal.com
New York
$113M -$1.35M -1% 1.43% – 35 8.57% 0.9
Catalyst Investment Management
2495
Catalyst Investment Management
New Hampshire
$113M +$2.51M +2% 0.48% – 83 22.89% 0.6
FinArc Investments
2496
FinArc Investments
Massachusetts
$113M +$2.38M +2% 3.99% – 58 25.86% 0.5
Variant Private Wealth
2497
Variant Private Wealth
Virginia
$113M +$23.6M +27% 8.8% – 47 14.89% 1.3
Royal Palms Capital
2498
Royal Palms Capital
Montana
$113M -$1.16M -1% 2.91% – 61 16.39% 0.6
Stonebridge Wealth Management
2499
Stonebridge Wealth Management
Illinois
$112M +$695K +0.6% 0.65% – 38 10.53% 1.1
Zenith Solutions
2500
Zenith Solutions
Pennsylvania
$112M +$1.98M +2% 1.02% – 96 23.96% 0.2