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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)
Sellwood Investment Partners
2726
Sellwood Investment Partners
Oregon
$279M -$4.29M -2% 0.61% – 60 3.33% 1.5
Martin Capital Partners
2727
Martin Capital Partners
Oregon
$279M +$7.14M +3% 2.79% 42.3% 74 4.05% 4.5
Parker Financial
2728
Parker Financial
Washington
$279M +$5.44M +2% 0.67% 49.7% 38 5.26% 3.1
My Personal CFO LLC
2729
My Personal CFO LLC
Washington
$279M +$22.6M +9% 6.78% 83.4% 96 7.29% 1.6
Keystone Global Partners
2730
Keystone Global Partners
Colorado
$278M +$13.9M +5% 0.5% – 66 21.21% 1.1
WJ Interests
2731
WJ Interests
Texas
$278M +$18.4M +7% 1.67% 55.2% 23 4.35% 2.4
Meritas Wealth Management
2732
Meritas Wealth Management
California
$278M +$21.5M +8% 2.14% 69.4% 74 16.22% 2.3
Evolution Advisers
2733
Evolution Advisers
Virginia
$277M +$5.4M +2% 0.98% 44.8% 949 94.31% 3.6
Mendel Money Management
2734
Mendel Money Management
Illinois
$277M +$4.08M +1% 2.94% 88.8% 129 9.3% 4.8
Mitchell & Pahl Private Wealth
2735
Mitchell & Pahl Private Wealth
Oklahoma
$277M +$4.99M +2% 2% 82.3% 149 1.34% 5
Dupree Financial Group
2736
Dupree Financial Group
Kentucky
$277M +$10.3M +4% 4.82% 75.8% 90 22.22% 1.7
Howard Wealth Management
2737
Howard Wealth Management
Connecticut
$277M +$6.4M +2% 2.05% 69.9% 158 6.33% 3.1
Bell Asset Management
2738
Bell Asset Management
Australia
$277M -$97.8M -26% 5.19% 45.3% 75 25.33% 2.5
HIC
2739
Harbor Island Capital
Massachusetts
$276M -$99.1M -26% 8.68% 218% 16 0% 7.3
MFC
2740
Mechanics Financial Corp
Ohio
$276M -$3.11M -1% 0.07% 82.7% 319 15.99% 2.9
Investors Asset Management of Georgia
2741
Investors Asset Management of Georgia
Georgia
$276M -$11.4M -4% 1.5% 118% 199 4.52% 6.7
Christensen King & Associates Investment Services
2742
Christensen King & Associates Investment Services
Washington
$276M +$24.5M +10% 0.11% 57.9% 124 15.32% 2.1
INCA Investments
2743
INCA Investments
Florida
$276M -$77.2M -22% 8.93% 120% 10 0% 5.7
Henderson Brothers Financial Partners
2744
Henderson Brothers Financial Partners
Pennsylvania
$276M +$64.5M +31% 0.94% – 82 14.63% 1.3
AAF Wealth Management
2745
AAF Wealth Management
Massachusetts
$275M +$4.02M +1% 1.48% 75.1% 64 18.75% 2.9
Iridian Asset Management
2746
Iridian Asset Management
Connecticut
$275M -$16.2M -6% 0.12% 88.4% 44 13.64% 4.2
Johnson & White Wealth Management
2747
Johnson & White Wealth Management
Pennsylvania
$275M +$7.44M +3% 0.77% 85.1% 120 6.67% 2.1
DLK Investment Management
2748
DLK Investment Management
California
$275M +$39.6M +17% 4.71% 80.4% 130 50% 1.6
Clarus Wealth Advisors
2749
Clarus Wealth Advisors
Arizona
$275M +$15.2M +6% 1.76% 89.7% 96 20.83% 3.1
Burford Brothers
2750
Burford Brothers
Texas
$275M +$2.02M +0.7% 2.76% 97.4% 199 15.08% 2