We are live on ! Find out more

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)
NAMP
2776
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$553M +$22.1M +4% 5.23% 90.2% 266 7.89% 4.3
HughesLittle Investment Management
2777
HughesLittle Investment Management
$553M -$24.3M -4% 2.97% 113% 14 7.14% 6.2
Kozak & Associates
2778
Kozak & Associates
Colorado
$553M -$23.4M -4% 3.08% 111% 449 16.48% 3.4
Technology Crossover Management IX
2779
Technology Crossover Management IX
California
$552M -$137M -20% 19.3% 6.24% 6 0% 6.9
Contravisory Investment Management
2780
Contravisory Investment Management
Massachusetts
$552M -$14.5M -3% 0.69% 135% 497 30.78% 1.5
Technology Crossover Management XI
2781
Technology Crossover Management XI
California
$551M +$18M +3% 3.84% 135% 2 0% 2.9
Wiser Wealth Management
2782
Wiser Wealth Management
Georgia
$550M +$27.6M +5% 1.23% 53% 82 19.51% 2.3
MWM
2783
Mascoma Wealth Management
New Hampshire
$550M +$10.8M +2% 0.71% 43.7% 676 27.37% 3.4
New Republic Capital
2784
New Republic Capital
North Carolina
$549M +$115M +27% 4.2% 107% 424 20.05% 1.7
Lantz Financial
2785
Lantz Financial
Illinois
$549M +$3.19M +0.6% 1.47% 74.3% 272 9.19% 3.7
YLHM
2786
Yelin Lapidot Holdings Management
Israel
$549M +$21.6M +4% 5.78% 144% 94 12.77% 2.3
Leverty Financial Group
2787
Leverty Financial Group
Wisconsin
$549M +$34.4M +7% 0.35% 57.3% 51 9.8% 2.5
Harbour Capital Advisors
2788
Harbour Capital Advisors
Virginia
$548M -$676K -0.1% 0.19% 168% 335 23.58% 3.2
Alliance Wealth Advisors (Utah)
2789
Alliance Wealth Advisors (Utah)
Utah
$548M +$18.1M +3% 1.71% 70.7% 248 14.92% 2.1
VHMC
2790
Value Holdings Management Company
New York
$548M -$50.1M -8% 5.59% 110% 27 18.52% 7.7
Adamsbrown Wealth Consultants
2791
Adamsbrown Wealth Consultants
Kansas
$548M +$17.9M +3% 0.12% 60.6% 187 12.83% 2.1
Blue Owl Capital Holdings
2792
Blue Owl Capital Holdings
New York
$548M -$117M -18% 11.6% 118% 93 33.33% 1.1
Bricktown Capital
2793
Bricktown Capital
Michigan
$548M -$5.88M -1% 0.23% 46.2% 30 6.67% 2.3
Chemung Canal Trust
2794
Chemung Canal Trust
New York
$547M +$5.51M +1% 2.94% 93.4% 116 6.9% 8.6
Riverpoint Wealth Management Holdings
2795
Riverpoint Wealth Management Holdings
Illinois
$546M +$2.19M +0.4% 1.02% 59.2% 63 3.17% 5.9
Acumen Wealth Advisors
2796
Acumen Wealth Advisors
Tennessee
$546M +$74.4M +16% 1.49% – 738 39.02% 0.4
PPI
2797
Platinum Paramount Investment
$546M -$158M -22% 11% – 4 25% 0.4
MBM Wealth Consultants
2798
MBM Wealth Consultants
Missouri
$546M +$27.1M +5% 0.7% 57.1% 125 6.4% 4.2
Global Wealth Strategies & Associates
2799
Global Wealth Strategies & Associates
Colorado
$546M +$18M +3% 0% 68.7% 115 16.52% 2.3
Louisbourg Investments
2800
Louisbourg Investments
New Brunswick, Canada
$545M +$3.22M +0.6% 6.52% 93.1% 221 10.41% 2