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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, 7,143 funds (~80%) 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)
MinichMacGregor Wealth Management
2576
MinichMacGregor Wealth Management
New York
$620M -$39.1M -6% 2.3% 130% 181 29.28% 2.1
Amarillo National Bank
2577
Amarillo National Bank
Texas
$620M -$3.74M -0.6% 0.69% 63.5% 99 13.13% 6.9
Sage Rhino Capital
2578
Sage Rhino Capital
California
$620M +$2.86M +0.5% 0.91% 93.9% 424 21.46% 3.1
Ellsworth Advisors
2579
Ellsworth Advisors
Ohio
$620M +$11.5M +2% 1.76% 131% 229 36.24% 1.8
PHC
2580
Palidye Holdings (Caymans)
Cayman Islands
$619M +$60.8M +11% 14.1% – 11 90.91% 0.8
Delta Investment Management
2581
Delta Investment Management
California
$619M +$11.4M +2% 1.44% 69.9% 312 15.06% 2.7
Atlanta Consulting Group Advisors
2582
Atlanta Consulting Group Advisors
Georgia
$619M -$11.8M -2% 0.1% – 193 10.88% 1.6
Lathrop Investment Management
2583
Lathrop Investment Management
Arkansas
$618M +$53.4M +9% 1.8% 80.8% 91 6.59% 7.2
Conrad Siegel Investment Advisors
2584
Conrad Siegel Investment Advisors
Pennsylvania
$618M +$3.57M +0.6% 0.01% 64.9% 79 12.66% 2.1
Allegiance Financial Group Advisory Services
2585
Allegiance Financial Group Advisory Services
Virginia
$617M +$39.2M +7% 2.11% 71.1% 274 35.77% 1.3
Mattern Wealth Management
2586
Mattern Wealth Management
Kansas
$616M +$6.92M +1% 2.41% 62.2% 189 10.58% 3.9
Cadinha & Co
2587
Cadinha & Co
Hawaii
$616M -$59.2M -9% 2.53% 132% 111 7.21% 6.7
Aire Advisors
2588
Aire Advisors
California
$616M +$1.16M +0.2% 0.59% 77.4% 189 14.29% 3.1
Martin & Co
2589
Martin & Co
Tennessee
$616M -$24.2M -4% 0.49% 72.3% 100 1% 10.1
Gould Asset Management
2590
Gould Asset Management
California
$616M -$19M -3% 0.29% 48.3% 182 7.69% 6.3
Westover Capital Advisors
2591
Westover Capital Advisors
Delaware
$616M +$13.7M +2% 1.91% 144% 264 16.67% 3.3
SkyOak Wealth
2592
SkyOak Wealth
Michigan
$616M +$3.54M +0.6% 1.16% 80.7% 266 15.41% 4
Legacy Financial Strategies
2593
Legacy Financial Strategies
Kansas
$615M -$30.2M -5% 1.97% 76.7% 159 13.21% 3.3
Curran Financial Partners
2594
Curran Financial Partners
South Carolina
$615M -$56.4M -8% 0.24% 53.5% 157 19.75% 2.5
Whitaker-Myers Wealth Managers
2595
Whitaker-Myers Wealth Managers
Ohio
$614M +$15.2M +3% 0.03% 75.2% 134 23.88% 2
Key Financial Inc
2596
Key Financial Inc
Pennsylvania
$614M +$3.16M +0.5% 1.25% 64.1% 1,396 8.88% 4.1
Grant Street Asset Management
2597
Grant Street Asset Management
Pennsylvania
$614M +$3.22M +0.5% 1.1% 47.2% 95 7.37% 3.1
EFL
2598
ERn Financial LLC
Wisconsin
$613M +$8.91M +1% 0.7% 61.2% 170 9.41% 4.1
St. James Investment Company
2599
St. James Investment Company
Texas
$613M -$16.8M -3% 0.08% 48.4% 29 24.14% 3.2
CBTWT
2600
Community Bank & Trust (Waco, Texas)
Texas
$612M +$57.8M +10% 5.07% 124% 181 11.6% 6.1