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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, 2,937 funds (~33%) 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)
DB&C Advisors
2826
DB&C Advisors
Michigan
$96.3M +$3.92M +4% 5.12% – 79 7.59% 0.7
Holland Advisory Services
2827
Holland Advisory Services
Florida
$95.6M +$5.07M +6% 0.6% 63% 51 5.88% 3.1
Meadowbrook Wealth Management
2828
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
York GP
2829
York GP
Cayman Islands
$95.2M -$31.2M -25% 24.2% – 3 0% 1.7
WealthSpring Partners
2830
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
Measured Risk Portfolios
2831
Measured Risk Portfolios
California
$93.8M -$18.6M -17% 0.02% – 66 7.58% 1.5
Capitol Family Office
2832
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
HCM
2833
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
Pacific Excel Wealth Advisors
2834
Pacific Excel Wealth Advisors
California
$90.1M -$168M -65% 2.26% – 307 87.95% 0.2
MA
2835
McGrath & Associates
North Carolina
$89.8M +$13.1M +17% 0.96% – 44 27.27% 1.1
Mowery & Schoenfeld Wealth Management
2836
Mowery & Schoenfeld Wealth Management
Illinois
$89.6M +$16.3M +22% 1.97% 96.9% 404 20.54% 1.7
Lionsbridge Wealth Management
2837
Lionsbridge Wealth Management
Florida
$89.6M -$12.3M -12% 1.42% 65.5% 73 20.55% 2.1
Walleye Partners
2838
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
GBA
2839
Garrison Bradford & Associates
New York
$88.1M -$4.07M -4% 1.61% 62.2% 38 26.32% 7.2
John W. Brooker & Co
2840
John W. Brooker & Co
California
$88M +$5.19M +6% 0.06% 43.4% 78 14.1% 2.4
AIS
2841
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
Vermillion Wealth Management
2842
Vermillion Wealth Management
Minnesota
$87.4M -$339M -80% 0.77% – 1,604 64.84% 0.7
Courant Investment Management
2843
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
Pictet Bank & Trust
2844
Pictet Bank & Trust
Bahamas
$85.5M -$7.81M -8% 5.72% 82.7% 42 28.57% 4.5
Fiscal Wisdom Wealth Management
2845
Fiscal Wisdom Wealth Management
Connecticut
$84.1M -$33.8M -29% 1.66% – 118 23.73% 0.7
Centennial Advisors
2846
Centennial Advisors
Texas
$83.7M -$139K -0.2% 0.45% – 89 30.34% 0.5
Pensionfund Sabic
2847
Pensionfund Sabic
Netherlands
$82.9M -$10.6M -11% 6.97% 63.6% 76 3.95% 7.9
WPA
2848
WIT Partners Advisory
Singapore
$82.3M -$131M -61% 2.64% 22.7% 16 62.5% 1.2
ProCore Advisors
2849
ProCore Advisors
California
$82.2M +$1.44M +2% 1.47% – 99 23.23% 0.6
Nordflint Capital Partners Fondsmaeglerselskab
2850
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$81.2M -$106M -57% 27% – 1 0% 1.8