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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)
West Paces Advisors
2676
West Paces Advisors
Georgia
$586M -$9.6M -2% 0.94% 57.7% 794 16.5% 2.1
Fortitude Family Office
2677
Fortitude Family Office
Arizona
$586M +$69.7M +13% 0.79% 81.1% 2,780 23.24% 1.2
McNamara Financial Services
2678
McNamara Financial Services
Massachusetts
$585M +$5.5M +0.9% 0.35% 47.7% 110 9.09% 4.5
Holderness Investments Company
2679
Holderness Investments Company
North Carolina
$584M -$15.7M -3% 0.77% 152% 270 7.78% 6.1
Harvest Investment Services
2680
Harvest Investment Services
Illinois
$584M -$63.3M -10% 0.2% 281% 453 30.91% 1.6
Ramsay Stattman Vela & Price
2681
Ramsay Stattman Vela & Price
Colorado
$583M +$21.3M +4% 6.36% 81.8% 85 4.71% 7.9
Tufton Capital Management
2682
Tufton Capital Management
Maryland
$583M -$12.6M -2% 1.72% 96.1% 134 7.46% 8.1
Drive Wealth Management
2683
Drive Wealth Management
Utah
$583M +$21.6M +4% 3.33% 105% 529 33.27% 1.8
SEP
2684
Southland Equity Partners
Missouri
$583M +$11.6M +2% 1.67% 66.1% 321 13.71% 3.1
PWM
2685
Praetorian Wealth Management
California
$582M +$2.65M +0.5% 0.23% 60.4% 87 8.05% 2.4
Rezny Wealth Management
2686
Rezny Wealth Management
Florida
$582M +$3.49M +0.6% 1.61% 99.6% 39 17.95% 2.3
ASK Capital Management
2687
ASK Capital Management
California
$582M -$139M -19% 6.8% – 4 50% 1.8
Cambridge Advisors
2688
Cambridge Advisors
Nebraska
$581M -$725K -0.1% 0.65% 58.6% 185 2.7% 7
WC
2689
Weil Company
California
$580M +$12.5M +2% 2.31% 71.7% 142 11.97% 3.6
ESL Trust Services
2690
ESL Trust Services
New York
$580M -$7.02M -1% 1.4% 58.1% 278 8.99% 2
Beverly Hills Private Wealth
2691
Beverly Hills Private Wealth
California
$579M +$54.5M +10% 3.03% 91.6% 288 15.28% 2.4
MAM
2692
Morse Asset Management
Connecticut
$579M -$24.4M -4% 0.14% 224% 434 15.21% 2.5
Intelligence Driven Advisers
2693
Intelligence Driven Advisers
California
$579M -$36.7M -6% 1.51% 65.6% 145 11.03% 2.5
CFMC
2694
Curbstone Financial Management Corp
New Hampshire
$579M -$8.19M -1% 0.97% 69.6% 217 7.83% 7
GoalVest Advisory
2695
GoalVest Advisory
New York
$578M +$39.1M +7% 0.53% 94.8% 788 44.54% 1.4
Solidarity Wealth
2696
Solidarity Wealth
Utah
$578M +$3.81M +0.7% 2.94% 85.9% 102 18.63% 2.5
Tradewinds Capital Management
2697
Tradewinds Capital Management
Washington
$578M +$15.3M +3% 2.5% 96.9% 768 14.84% 4.6
QCM
2698
Qsemble Capital Management
New York
$577M -$203M -26% 1.62% 45.8% 524 69.85% 0.3
Okabena Investment Services
2699
Okabena Investment Services
Minnesota
$577M +$17.2M +3% 2.35% 83.9% 154 16.23% 2.7
Regent Peak Wealth Advisors
2700
Regent Peak Wealth Advisors
Georgia
$577M +$37M +7% 3.45% – 245 15.51% 3.3