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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)
Stevens Capital Partners
2701
Stevens Capital Partners
Nebraska
$577M +$51.1M +10% 0.26% 76.3% 199 23.62% 1.3
TritonPoint Partners
2702
TritonPoint Partners
Maryland
$577M -$629M -52% 1.98% – 359 30.36% 0.5
Halter Ferguson Financial
2703
Halter Ferguson Financial
Indiana
$577M -$40.9M -7% 9.85% 131% 37 13.51% 1.8
Gagnon Securities
2704
Gagnon Securities
New York
$577M +$57.7M +11% 21.7% 210% 91 16.48% 4.7
DI
2705
DAGCO Inc
Ohio
$576M +$35.3M +7% 1.13% 75% 120 4.17% 3.1
Integrated Quantitative Investments
2706
Integrated Quantitative Investments
Washington
$576M -$34.3M -6% 2.05% – 550 63.64% 0.4
CWWM
2707
Clear Wave Wealth Management
New Jersey
$576M +$34.5M +6% 1.99% – 218 24.77% 0.4
Columbia Asset Management
2708
Columbia Asset Management
Michigan
$576M +$691K +0.1% 4.28% 94.1% 176 9.09% 7.2
Hollow Brook Wealth Management
2709
Hollow Brook Wealth Management
New York
$575M +$72M +14% 3.22% 97.8% 87 10.34% 4.7
Clarity Wealth Advisors
2710
Clarity Wealth Advisors
California
$575M +$8.11M +1% 1.68% 94.1% 120 5% 3.6
DecisionPoint Financial
2711
DecisionPoint Financial
Arizona
$574M +$34M +6% 1.41% 48% 1,495 10.37% 0.9
Second Line Capital
2712
Second Line Capital
Louisiana
$574M +$36.6M +7% 0.25% 68.4% 203 22.17% 1.7
Triumph Capital Management
2713
Triumph Capital Management
Colorado
$573M +$21.3M +4% 1.08% 55.5% 1,943 6.12% 1
WCMN
2714
Westchester Capital Management (Nebraska)
Nebraska
$573M +$17.8M +3% 4.89% 121% 46 0% 8.6
IDG-Accel China Capital II Associates
2715
IDG-Accel China Capital II Associates
California
$573M +$136M +31% 31.2% – 1 0% 0.8
WWMSC
2716
Wagner Wealth Management (South Carolina)
South Carolina
$573M +$32.3M +6% 1.57% 36.4% 298 20.81% 3.6
Diversified Management
2717
Diversified Management
Wisconsin
$573M +$105M +22% 2.6% – 246 34.55% 0.5
Verde Capital Management
2718
Verde Capital Management
Michigan
$573M +$31.9M +6% 4.21% 80.3% 81 11.11% 3.1
Cary Street Partners Investment Advisory
2719
Cary Street Partners Investment Advisory
Virginia
$573M +$78.4M +16% 1.8% 92.1% 825 12.97% 2.7
Coerente Capital Management
2720
Coerente Capital Management
Ontario, Canada
$572M +$28.8M +5% 7.68% 54.7% 43 0% 4.2
Attestor Capital
2721
Attestor Capital
Cayman Islands
$572M +$222M +63% 3.01% – 6 33.33% 0.4
Mandatum Life Insurance Company
2722
Mandatum Life Insurance Company
Finland
$572M +$31.5M +6% 3.99% 108% 91 13.19% 5.3
Crossingbridge Advisors
2723
Crossingbridge Advisors
New York
$571M +$4.32M +0.8% 0.25% – 198 43.43% 0.4
Rockport Wealth
2724
Rockport Wealth
Ohio
$571M -$24M -4% 2.32% – 117 16.24% 1.3
TBH Global Asset Management
2725
TBH Global Asset Management
Tennessee
$571M +$25.3M +5% 3.92% 83.3% 270 36.3% 3.4