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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, 4,690 funds (~53%) 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)
Continuum Wealth Advisors
2551
Continuum Wealth Advisors
New York
$307M +$10.6M +4% 2.25% 69% 88 19.32% 1.9
Texas Bank & Trust
2552
Texas Bank & Trust
Texas
$306M +$1.35M +0.4% 4.31% – 195 10.26% 1.4
Lincoln Capital Corp
2553
Lincoln Capital Corp
Rhode Island
$306M -$1.32M -0.4% 1.21% 82% 109 17.43% 3.4
Sculati Wealth Management
2554
Sculati Wealth Management
Michigan
$306M +$6.42M +2% 2.73% 80.3% 125 5.6% 4.1
Kerusso Capital Management
2555
Kerusso Capital Management
North Carolina
$306M +$31.8M +12% 3.27% – 63 14.29% 1.6
Bull Oak Capital
2556
Bull Oak Capital
California
$306M +$5.97M +2% 1.23% 62.1% 41 7.32% 1.6
Meridian Financial Partners
2557
Meridian Financial Partners
Virginia
$306M +$12.8M +4% 2.33% 80.8% 128 10.16% 2.6
MBA Advisors
2558
MBA Advisors
Pennsylvania
$306M +$8.97M +3% 1.87% 66.1% 181 14.92% 3.2
EFM
2559
Eley Financial Management
Vermont
$306M -$2.95M -1% 0.26% 74.9% 73 5.48% 3.2
MG
2560
Magnolia Group
Nebraska
$306M -$171M -36% 5.53% 11.4% 25 36% 1.8
Freedom Financial Partners
2561
Freedom Financial Partners
Minnesota
$305M -$1.64M -0.5% 0.24% – 94 10.64% 1.4
Silphium Asset Management
2562
Silphium Asset Management
United Kingdom
$305M +$8.53M +3% 2.98% 118% 58 12.07% 1.4
Rede Wealth
2563
Rede Wealth
Virginia
$304M +$2.4M +0.8% 1.83% 84.4% 119 4.2% 1.8
Endure Capital Management
2564
Endure Capital Management
Texas
$304M -$147M -33% 4.51% – 59 49.15% 0.3
Equity Wealth Partners
2565
Equity Wealth Partners
Missouri
$304M +$25.6M +9% 0.42% – 115 10.43% 0.7
FCG Investment Company
2566
FCG Investment Company
Tennessee
$304M +$14.5M +5% 3.18% – 130 13.08% 1
Brick & Kyle Associates
2567
Brick & Kyle Associates
Pennsylvania
$304M +$615K +0.2% 7.43% 116% 99 41.41% 5.3
Clarus Group
2568
Clarus Group
Texas
$303M +$8.27M +3% 1.95% 67.5% 134 13.43% 2.8
Shaker Financial Services
2569
Shaker Financial Services
Virginia
$303M -$16.1M -5% 5.35% 12.9% 167 25.15% 2.4
Wrenne Financial Planning
2570
Wrenne Financial Planning
Kentucky
$303M +$6.99M +2% 1.27% 54.3% 64 6.25% 1.8
Ted Buchan & Co
2571
Ted Buchan & Co
California
$303M -$2.63M -0.9% 0.75% 65.2% 100 11% 2.2
Alpha Zero
2572
Alpha Zero
Florida
$303M +$39.1M +15% 1.57% – 114 23.68% 1.2
Lynx Investment Advisory
2573
Lynx Investment Advisory
District of Columbia
$303M -$2.41M -0.8% 0.37% – 245 13.06% 1.3
GAMC
2574
Garner Asset Management Corp
Texas
$303M -$5.66M -2% 0.73% 103% 177 12.99% 5.2
Armstrong Fleming & Moore
2575
Armstrong Fleming & Moore
District of Columbia
$303M +$742K +0.2% 0.68% 135% 116 5.17% 1.4