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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)
Joseph Group Capital Management
2751
Joseph Group Capital Management
Ohio
$562M +$85.5M +18% 1.26% 64.3% 412 8.5% 1.1
FVCM
2752
F&V Capital Management
Florida
$561M +$12.6M +2% 4.32% 123% 64 7.81% 5.3
AW
2753
Avion Wealth
Texas
$561M +$23.8M +4% 0.06% 48.8% 1,793 25.1% 2.8
Altrius Capital Management
2754
Altrius Capital Management
North Carolina
$561M +$34.5M +7% 0.21% 43.1% 93 6.45% 2.9
Serenus Wealth Advisors
2755
Serenus Wealth Advisors
California
$561M -$12M -2% 0.54% – 78 7.69% 1.3
Auxano Advisors
2756
Auxano Advisors
Washington
$560M +$32.7M +6% 6.88% 103% 229 16.59% 2.8
Keystone Wealth Services
2757
Keystone Wealth Services
California
$560M +$21.2M +4% 3.51% 91.1% 343 8.75% 2.1
Commonwealth Financial Services
2758
Commonwealth Financial Services
West Virginia
$559M -$185M -25% 0.67% 64.2% 367 34.88% 3
Aegis Financial
2759
Aegis Financial
Virginia
$559M -$74.2M -12% 10.6% 226% 40 10% 2.2
Panview Capital
2760
Panview Capital
Hong Kong
$559M -$9.09M -2% 1.48% – 16 25% 0.7
AAM
2761
AR Asset Management
California
$559M +$12.5M +2% 3.73% 78.2% 126 5.56% 8.1
MHR
2762
Matthew Hamilton Rosenberg
$558M +$21.7M +4% 0.27% 52% 833 6.84% 4.4
Primavera Capital Management
2763
Primavera Capital Management
Cayman Islands
$558M -$7.12M -1% 0.46% 1.25% 5 0% 3.3
3Chopt Investment Partners
2764
3Chopt Investment Partners
Virginia
$558M +$25.7M +5% 2.59% 128% 312 17.95% 1.4
Thrive Capital Management (Pennsylvania)
2765
Thrive Capital Management (Pennsylvania)
Pennsylvania
$557M +$27M +5% 0.69% 65.3% 188 13.83% 1.5
Milestones Administradora de Recursos
2766
Milestones Administradora de Recursos
Brazil
$557M +$39.2M +8% 3.52% 116% 22 22.73% 2.9
Noble Family Wealth
2767
Noble Family Wealth
Florida
$556M -$2.77M -0.5% 1.5% 60% 75 1.33% 2.9
Abel Hall LLC
2768
Abel Hall LLC
Louisiana
$556M -$23.1M -4% 1.98% 133% 1,068 27.25% 0.8
J. Derek Lewis & Associates
2769
J. Derek Lewis & Associates
California
$555M +$25.5M +5% 0.23% – 248 18.55% 0.6
NFUMUML
2770
N.F.U. Mutual Unit Managers Ltd
$554M – – 5.86% – 190 – 0
ACM
2771
Aljian Capital Management
Nevada
$554M +$14.2M +3% 5.27% 162% 138 8.7% 2.8
New World Advisors
2772
New World Advisors
Massachusetts
$553M -$34.9M -6% 6.51% 66.5% 167 35.33% 1.4
Q3 Asset Management
2773
Q3 Asset Management
Michigan
$553M +$7.28M +1% 2.4% 105% 98 66.33% 0.5
WESPAC Advisors SoCal
2774
WESPAC Advisors SoCal
California
$553M -$7.14M -1% 1.28% 135% 127 10.24% 2.8
Winslow Asset Management
2775
Winslow Asset Management
Ohio
$553M -$22.1M -4% 1.43% 101% 84 4.76% 7.9