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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)
IMPACTfolio
2751
IMPACTfolio
Colorado
$274M +$8.84M +3% 0.26% 58.8% 37 5.41% 3.1
Financial Planning Navigators
2752
Financial Planning Navigators
Minnesota
$274M +$7.17M +3% 0.34% – 81 24.69% 0.5
ERFOTCOFW
2753
Employees Retirement Fund of the City of Fort Worth
Texas
$274M -$5.92M -2% 4.21% 30.5% 21 4.76% 2.1
Integrated Capital Management (Michigan)
2754
Integrated Capital Management (Michigan)
Michigan
$274M -$3.62M -1% 0.86% – 62 12.9% 1.5
REDW Wealth
2755
REDW Wealth
New Mexico
$274M -$5.41M -2% 0.28% 59.1% 105 1.9% 4.8
B.A. Schrock Wealth Management
2756
B.A. Schrock Wealth Management
Ohio
$274M – – 0.35% – 132 – 0
Kellett Wealth Advisors
2757
Kellett Wealth Advisors
Ohio
$273M +$58.5M +27% 1.65% 76.3% 114 21.93% 2.1
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
2758
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$273M +$24.3M +10% 8.55% 133% 152 3.29% 3
FA
2759
FF Advisors
California
$273M +$6.18M +2% 0.88% 59.7% 132 12.12% 1.9
Key Capital Management
2760
Key Capital Management
Tennessee
$273M +$78.9M +41% 0.28% – 869 23.82% 0.5
Evergreen Private Wealth
2761
Evergreen Private Wealth
Colorado
$273M +$2.54M +0.9% 3.34% 80.2% 91 27.47% 2.5
Letson Investment Management
2762
Letson Investment Management
Georgia
$273M +$313K +0.1% 1.87% 56.7% 109 8.26% 2.2
MB, Levis & Associates
2763
MB, Levis & Associates
Pennsylvania
$273M +$1.42M +0.5% 1.55% 43.1% 259 5.79% 2.9
Unique Wealth Strategies
2764
Unique Wealth Strategies
Illinois
$273M -$2.38M -0.9% 0.21% 96.9% 227 3.96% 1.3
Carnegie Lake Advisors
2765
Carnegie Lake Advisors
New Jersey
$273M +$4.4M +2% 1.99% – 182 10.99% 1.6
Peirce Capital Management
2766
Peirce Capital Management
Texas
$272M -$582K -0.2% 0.22% 56.6% 48 8.33% 2
ARWA LLC
2767
ARWA LLC
Texas
$272M +$30.9M +13% 0.56% – 164 26.83% 0.5
SLA
2768
Silver Lake Advisory
Utah
$272M -$8.27M -3% 0.28% 76.7% 111 7.21% 5.1
Leslie Global Wealth
2769
Leslie Global Wealth
Illinois
$272M +$14.8M +6% 0.23% – 94 13.83% 1.4
Ridgewood Investments
2770
Ridgewood Investments
New Jersey
$271M +$4.16M +2% 0.04% – 221 7.69% 3.8
PCG
2771
PFC Capital Group
California
$271M +$10.9M +4% 6.01% 118% 92 5.43% 2.1
Reliant Investment Management
2772
Reliant Investment Management
Tennessee
$271M -$9.9M -4% 2.52% 129% 57 7.02% 4.1
True Blue Financial
2773
True Blue Financial
Michigan
$270M +$33.5M +14% 1.83% – 65 16.92% 0.6
Verisail Partners
2774
Verisail Partners
Georgia
$270M +$318K +0.1% 1.43% – 30 16.67% 1.2
Creekside Partners
2775
Creekside Partners
California
$270M -$6.15M -2% 0.88% – 197 6.6% 1.9