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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, 4,696 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)
Verde Servicos Internacionais
2626
Verde Servicos Internacionais
Brazil
$294M +$20.7M +8% 1.92% 130% 58 56.9% 0.6
Beacon Financial Planning
2627
Beacon Financial Planning
Massachusetts
$294M -$990K -0.3% 0.95% 74.3% 86 2.33% 1.8
Bourne Lent Asset Management
2628
Bourne Lent Asset Management
New York
$293M +$3.64M +1% 6.78% 95.1% 67 8.96% 8
American Capital Advisory
2629
American Capital Advisory
Idaho
$293M +$18.2M +7% 1.42% 69% 1,231 10.15% 1.4
Sharper & Granite
2630
Sharper & Granite
California
$293M -$30M -9% 0.62% 50.8% 109 1.83% 3.2
TCFG Investment Advisors
2631
TCFG Investment Advisors
California
$293M -$4.17M -1% 2.99% – 317 14.83% 0.4
TKG Advisors
2632
TKG Advisors
Indiana
$292M +$4.58M +2% 3.89% 116% 108 23.15% 2.1
Endowment Wealth Management
2633
Endowment Wealth Management
Wisconsin
$292M +$33.7M +13% 0.76% 70.7% 192 7.81% 2.3
Fluent Financial
2634
Fluent Financial
Texas
$292M +$12M +4% 1.06% 46.9% 69 50.72% 2.1
Stonehearth Capital Management
2635
Stonehearth Capital Management
Massachusetts
$292M -$1.13M -0.4% 0.42% 87.5% 98 10.2% 3.7
Eagle Capital Management (Louisiana)
2636
Eagle Capital Management (Louisiana)
Louisiana
$292M -$991K -0.3% 2.48% 103% 54 14.81% 4.5
Vertrix Wealth Management
2637
Vertrix Wealth Management
Michigan
$292M -$5.33M -2% 1.2% – 108 12.96% 0.4
Jackson Creek Investment Advisors
2638
Jackson Creek Investment Advisors
Colorado
$292M -$10.2M -3% 2.05% 245% 386 39.9% 0.8
Kaydan Wealth Management
2639
Kaydan Wealth Management
Michigan
$291M -$36.8M -11% 0.5% 58% 122 10.66% 3.2
AAFMAA Wealth Management & Trust
2640
AAFMAA Wealth Management & Trust
North Carolina
$291M +$4.57M +2% 0.15% 62.3% 100 11% 2
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
2641
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$291M -$9.49M -3% 4.42% 215% 217 12.44% 1.9
Eagle Bluffs Wealth Management
2642
Eagle Bluffs Wealth Management
Missouri
$291M -$8.4M -3% 4.31% 95.5% 88 5.68% 3.3
Steadview Capital Management
2643
Steadview Capital Management
United Kingdom
$291M -$41.7M -13% 2.66% 839% 14 35.71% 1.7
Delap Wealth Advisory
2644
Delap Wealth Advisory
Oregon
$291M -$5.35M -2% 0.96% 73% 93 17.2% 2.6
Colorado Capital Management
2645
Colorado Capital Management
Colorado
$291M -$2.54M -0.9% 0.1% 60.4% 105 8.57% 5.6
Buska Wealth Management
2646
Buska Wealth Management
Wisconsin
$291M +$13.2M +5% 0.24% – 83 12.05% 1.7
Luken Investment Analytics
2647
Luken Investment Analytics
Tennessee
$290M +$4.29M +1% 0.02% 51% 171 3.51% 3.5
Valued Wealth Advisors
2648
Valued Wealth Advisors
Utah
$290M +$14.9M +5% 0.19% 62% 973 10.07% 1.7
Thomas Story & Son
2649
Thomas Story & Son
Indiana
$290M +$7.1M +3% 2.8% 101% 55 7.27% 7.6
WIA
2650
Wetzel Investment Advisors
Indiana
$290M +$1.22M +0.4% 0.73% 72.2% 143 9.79% 2.1