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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, 4,681 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)
Kennedy Investment Group
2526
Kennedy Investment Group
New Jersey
$311M +$16.2M +5% 1.91% 95.4% 157 12.74% 2.4
StoneCrest Wealth Management
2527
StoneCrest Wealth Management
Arizona
$311M -$2.15M -0.7% 0.57% 168% 78 8.97% 1.6
GGM Financials
2528
GGM Financials
Ohio
$311M +$47M +18% 0.66% – 300 15.67% 1
American Assets Inc
2529
American Assets Inc
California
$310M -$21.9M -7% 8.49% 49.9% 19 36.84% 4
Zullo Investment Group
2530
Zullo Investment Group
Pennsylvania
$310M +$16.6M +6% 7.44% 143% 163 7.98% 3.6
Legacy Bridge
2531
Legacy Bridge
Iowa
$310M -$14.2M -4% 0.92% 236% 334 5.39% 4.6
Blue Water Asset Management
2532
Blue Water Asset Management
Michigan
$309M -$455K -0.1% 0.85% – 115 7.83% 0.7
BCU Wealth Advisors
2533
BCU Wealth Advisors
Illinois
$309M +$8.26M +3% 0.42% 57.7% 66 7.58% 1.9
BKM Wealth Management
2534
BKM Wealth Management
Wisconsin
$309M +$27M +10% 1.8% 69.6% 159 10.06% 2.1
First Citizens Asset Management
2535
First Citizens Asset Management
North Carolina
$309M -$3.83M -1% 0.44% 48.4% 33 12.12% 2.8
CNBT
2536
Cornerstone National Bank & Trust
Illinois
$309M +$13.2M +4% 0.11% 38.5% 241 12.86% 2.3
Maltin Wealth Management
2537
Maltin Wealth Management
New Jersey
$308M +$9.37M +3% 1% 58.2% 160 14.38% 3.4
Excalibur Management
2538
Excalibur Management
Massachusetts
$308M +$4.8M +2% 2.83% 93% 178 8.43% 6.6
Investmark Advisory Group
2539
Investmark Advisory Group
Connecticut
$308M +$44.9M +17% 1.66% 73.8% 174 16.67% 2.6
ACT Advisors
2540
ACT Advisors
North Carolina
$308M +$7M +2% 0.71% 75.4% 97 24.74% 1.8
BE
2541
Bonness Enterprises
District of Columbia
$307M -$2.61M -0.8% 0.82% 98.6% 39 5.13% 11.8
Singapore Technologies Telemedia
2542
Singapore Technologies Telemedia
Singapore
$307M +$11.8M +4% 4% 185% 1 0% 9.5
Patriot Financial Partners GP II
2543
Patriot Financial Partners GP II
Pennsylvania
$307M -$84.2M -22% 3.9% – 12 8.33% 0.9
Armor Investment Advisors
2544
Armor Investment Advisors
North Carolina
$307M -$4.75M -2% 0.01% 62% 160 8.13% 5.4
Continuum Wealth Advisors
2545
Continuum Wealth Advisors
New York
$307M +$10.6M +4% 2.25% 69% 88 19.32% 1.9
Texas Bank & Trust
2546
Texas Bank & Trust
Texas
$306M +$1.35M +0.4% 4.31% – 195 10.26% 1.4
Lincoln Capital Corp
2547
Lincoln Capital Corp
Rhode Island
$306M -$1.32M -0.4% 1.21% 82% 109 17.43% 3.4
Sculati Wealth Management
2548
Sculati Wealth Management
Michigan
$306M +$6.42M +2% 2.73% 80.3% 125 5.6% 4.1
Kerusso Capital Management
2549
Kerusso Capital Management
North Carolina
$306M +$31.8M +12% 3.27% – 63 14.29% 1.6
Bull Oak Capital
2550
Bull Oak Capital
California
$306M +$5.97M +2% 1.23% 62.1% 41 7.32% 1.6