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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)
Financial Futures
2776
Financial Futures
New Jersey
$270M +$7.22M +3% 0.6% 48.5% 87 18.39% 2.3
QTR Family Wealth
2777
QTR Family Wealth
Florida
$270M -$17.5M -6% 4.86% – 375 27.47% 0.9
Retirement Guys Formula
2778
Retirement Guys Formula
Ohio
$269M +$3.65M +1% 0.36% 75.7% 182 18.13% 1.8
Oak Harbor Wealth Partners
2779
Oak Harbor Wealth Partners
North Carolina
$269M +$712K +0.3% 0.96% 73.9% 233 4.72% 3.1
Alliance Private Wealth
2780
Alliance Private Wealth
Massachusetts
$269M -$19M -7% 0.25% – 86 5.81% 0.7
Quarry Hill Advisors
2781
Quarry Hill Advisors
Minnesota
$269M +$8.55M +3% 0.7% 65% 60 13.33% 2.8
Cane Capital Partners
2782
Cane Capital Partners
Louisiana
$269M +$15.9M +6% 1.52% – 170 35.29% 0.5
Alternative Investment Advisors
2783
Alternative Investment Advisors
Florida
$268M +$5M +2% 2.99% 78.6% 90 38.89% 1.5
Brindle & Bay Financial Advisors
2784
Brindle & Bay Financial Advisors
Texas
$268M +$67.9M +34% 1.38% – 105 20.95% 0.5
Purkiss Capital Advisors
2785
Purkiss Capital Advisors
Connecticut
$268M +$5.1M +2% 4.66% – 194 11.34% 1.3
Shaker Investments
2786
Shaker Investments
Ohio
$268M -$10.6M -4% 0.46% 216% 96 16.67% 2.2
Gables Capital Management
2787
Gables Capital Management
Florida
$267M -$9.41M -3% 4.8% 173% 519 5.59% 4.7
One Wealth Capital Management
2788
One Wealth Capital Management
Arizona
$267M -$87.6M -25% 7.15% – 261 65.13% 0.9
MRA Advisory Group
2789
MRA Advisory Group
New Jersey
$267M -$8.61M -3% 1.47% 86.8% 178 25.28% 2.4
Orange County Employees Retirement System
2790
Orange County Employees Retirement System
California
$267M -$12.8M -5% 4.77% – 3 33.33% 0.5
Heritage Wealth Management (Texas)
2791
Heritage Wealth Management (Texas)
Texas
$267M +$7M +3% 0.88% 55.9% 46 13.04% 2.5
OGF
2792
Orin Green Financial
California
$267M -$4.52M -2% 0.64% 59.1% 84 3.57% 1.3
Eurizon SLJ Capital
2793
Eurizon SLJ Capital
$267M -$4.65M -2% 6.93% – 188 13.83% 0.6
MYeCFO
2794
MYeCFO
California
$266M +$1.33M +0.5% 0.65% 58.5% 74 4.05% 2.6
Southern Capital Advisors
2795
Southern Capital Advisors
Tennessee
$266M +$26.7M +11% 0.01% 66.8% 89 6.74% 2.9
Altus Wealth Group
2796
Altus Wealth Group
Colorado
$266M -$10.9M -4% 1.39% 76.7% 158 8.86% 3.3
Ballentine Capital Advisors
2797
Ballentine Capital Advisors
South Carolina
$266M +$491K +0.2% 0.94% 48.8% 27 7.41% 2.4
AAG
2798
Avalon Advisory Group
Pennsylvania
$266M -$4.9M -2% 1.13% 46% 15 6.67% 4
Horizon Financial Services
2799
Horizon Financial Services
North Carolina
$266M +$4.74M +2% 1.11% 42.6% 698 28.65% 1.2
Mach-1 Financial Group
2800
Mach-1 Financial Group
Arkansas
$265M +$7.32M +3% 1.01% 85.3% 152 32.89% 1