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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)
Beaumont Asset Management
2651
Beaumont Asset Management
Texas
$289M +$31.9M +12% 1.69% 73.1% 85 12.94% 3.2
HWMC
2652
Heritage Wealth Management (California)
California
$289M +$26.1M +10% 4.32% 78.5% 105 7.62% 2
Choice Wealth Advisors
2653
Choice Wealth Advisors
Maine
$289M +$4.35M +2% 1.31% 60.3% 37 10.81% 2.6
Compass Financial Services
2654
Compass Financial Services
Iowa
$289M +$21.7M +8% 0.41% – 61 8.2% 1.5
Buckhead Capital Management
2655
Buckhead Capital Management
Georgia
$289M -$2.38M -0.8% 3.26% 76.1% 153 5.88% 5.2
eCIO Inc
2656
eCIO Inc
Wisconsin
$289M -$66.7M -19% 1.49% – 53 33.96% 1.1
Deseret Mutual Benefit Administrators
2657
Deseret Mutual Benefit Administrators
Utah
$289M -$17.3M -6% 1.06% 81.9% 520 1.35% 4.5
Burns Matteson Capital Management
2658
Burns Matteson Capital Management
New York
$289M -$31M -10% 6.91% 137% 256 51.56% 1.6
Rainwater Charitable Foundation
2659
Rainwater Charitable Foundation
Texas
$289M -$11.4M -4% 1.15% 44% 4 0% 4.6
Packer & Co
2660
Packer & Co
Australia
$289M – – 10.3% – 9 – 1.2
Northbridge Financial Group
2661
Northbridge Financial Group
Florida
$289M +$27.8M +11% 6.54% – 193 8.29% 0.7
Burk Holdings
2662
Burk Holdings
Oklahoma
$289M +$18M +7% 0.86% – 989 38.22% 0.4
Arch Capital Group
2663
Arch Capital Group
Bermuda
$288M -$2.49M -0.9% 0.84% 2.89% 4 0% 4.1
SI
2664
Saxon Interests
Texas
$288M -$73.6M -20% 0.75% 81.2% 257 31.13% 1.9
Tranquility Partners
2665
Tranquility Partners
Tennessee
$288M -$2.66M -0.9% 3.95% 77.3% 241 12.03% 4.2
Stableford Capital II
2666
Stableford Capital II
Arizona
$288M -$376K -0.1% 4.47% 66.9% 164 22.56% 2
YP
2667
YANKCOM Partnership
South Dakota
$288M +$9.42M +3% 1.34% – 344 16.86% 1.3
Shira Ridge Wealth Management
2668
Shira Ridge Wealth Management
California
$288M +$1.05M +0.4% 0.84% 72.8% 87 9.2% 2.6
Murphy Pohlad Asset Management
2669
Murphy Pohlad Asset Management
Minnesota
$288M +$525K +0.2% 3.86% 83% 146 11.64% 6.1
SEP
2670
Signature Equity Partners
Ohio
$287M +$69.1M +32% 0.89% – 1,851 19.56% 0.6
Timonier Family Office
2671
Timonier Family Office
North Carolina
$287M -$67.3M -19% 0.91% – 57 5.26% 1.6
Stone Wealth Partners
2672
Stone Wealth Partners
Louisiana
$287M +$150M +110% 4.3% – 92 35.87% 0.5
Wealth Analytics Partners
2673
Wealth Analytics Partners
California
$287M +$11M +4% 2.13% – 200 74.5% 0.2
Mid-American Wealth Advisory Group
2674
Mid-American Wealth Advisory Group
Missouri
$287M +$10M +4% 0.41% 14.4% 75 13.33% 1.4
Hendley & Co
2675
Hendley & Co
Ohio
$287M +$3.97M +1% 3.52% 64.9% 51 13.73% 6