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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, 4,676 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 Avg Holding
Period (Yrs)
Adirondack Trust Company
2476
Adirondack Trust Company
New York
$320M -$15.8M -5% 2.92% 96.7% 575 6.43% 6.4
Bell & Brown Wealth Advisors
2477
Bell & Brown Wealth Advisors
California
$320M -$10.4M -3% 4.67% 125% 74 4.05% 6.2
Tiller Private Wealth
2478
Tiller Private Wealth
Pennsylvania
$320M +$349K +0.1% 0.94% 60.2% 72 5.56% 3.5
Viewpoint Investment Partners
2479
Viewpoint Investment Partners
Alberta, Canada
$319M +$29.8M +10% 0.47% 38.4% 150 20.67% 0.7
Maryland Capital Advisors
2480
Maryland Capital Advisors
Maryland
$319M +$7.31M +2% 0.06% – 1,088 7.63% 1.1
Samalin Investment Counsel
2481
Samalin Investment Counsel
New York
$319M -$666K -0.2% 0.71% 68.3% 359 14.21% 3.3
William Mack & Associates
2482
William Mack & Associates
Michigan
$319M +$35.5M +13% 1.26% – 876 87.33% 0.1
Carlton Hofferkamp & Jenks Wealth Management
2483
Carlton Hofferkamp & Jenks Wealth Management
Texas
$319M +$8.96M +3% 1.26% 63.9% 147 2.72% 6.5
Defender Capital
2484
Defender Capital
North Carolina
$319M +$11.2M +4% 7.68% 101% 39 7.69% 0.6
Advisortrust Partners
2485
Advisortrust Partners
North Carolina
$318M +$25.8M +9% 0.6% – 223 17.94% 0.6
Genesee Capital Advisors
2486
Genesee Capital Advisors
New York
$318M +$170K +0.1% 0.92% 107% 197 19.8% 2
Nepsis Inc
2487
Nepsis Inc
Minnesota
$317M +$22.6M +8% 8.98% 131% 29 6.9% 4.6
TrustBank
2488
TrustBank
Illinois
$317M +$22.8M +8% 0.52% – 193 12.44% 0.6
Oak Asset Management
2489
Oak Asset Management
California
$317M +$6.39M +2% 5.11% 91.8% 117 5.98% 3.5
Left Brain Wealth Management
2490
Left Brain Wealth Management
Illinois
$317M -$14.3M -4% 3.84% 376% 119 34.45% 1.2
Archer Investment Management
2491
Archer Investment Management
Texas
$317M +$24.7M +8% 0.61% – 131 23.66% 0.8
Carroll Advisory Group
2492
Carroll Advisory Group
Texas
$317M +$12.7M +4% 0.89% – 88 18.18% 0.6
Cambridge Financial Group (Arizona)
2493
Cambridge Financial Group (Arizona)
Arizona
$317M -$546K -0.2% 0.76% 69.5% 155 1.29% 2.2
Glass Wealth Management
2494
Glass Wealth Management
Texas
$317M +$18.2M +6% 3.96% – 75 13.33% 1.8
Financial Council
2495
Financial Council
Maryland
$317M +$8.33M +3% 0.58% 88.6% 112 7.14% 2.8
Alliance Wealth Advisors (Pennsylvania)
2496
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$317M +$8.82M +3% 0.2% 74.4% 179 6.7% 3.5
Leisure Capital Management
2497
Leisure Capital Management
California
$316M -$4.11M -1% 3.43% 111% 166 9.04% 5.3
Mills Wealth Advisors
2498
Mills Wealth Advisors
Texas
$316M -$1.43M -0.5% 1.64% 37.9% 81 9.88% 1.9
RBA Wealth Management
2499
RBA Wealth Management
California
$316M +$43.3M +16% 4.88% 91% 123 38.21% 2.2
RIS
2500
Richmond Investment Services
Wisconsin
$316M -$304K -0.1% 0.55% – 158 15.19% 1.3