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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)
Valicenti Advisory Services
2851
Valicenti Advisory Services
New York
$531M +$816K +0.2% 2.35% 134% 86 9.3% 5.8
Frontier Asset Management
2852
Frontier Asset Management
Wyoming
$530M -$28.6M -5% 0.06% 57.1% 94 18.09% 2.3
TGY2IT
2853
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$530M +$19.6M +4% 0.73% – 147 74.83% 0.3
Vickerman Investment Advisors
2854
Vickerman Investment Advisors
Washington
$530M +$14.4M +3% 1.47% 53.1% 103 3.88% 3
Kirr Marbach & Co
2855
Kirr Marbach & Co
Indiana
$530M -$64.3M -11% 6.67% 121% 61 13.11% 4.7
Morton Community Bank
2856
Morton Community Bank
Illinois
$529M +$38.3M +8% 0.19% 67.7% 126 11.11% 2.2
Cranbrook Wealth Management
2857
Cranbrook Wealth Management
Michigan
$529M -$5.09M -1% 0.41% 54.3% 418 13.4% 6.1
Trigran Investments
2858
Trigran Investments
Illinois
$529M -$16.1M -3% 1.23% 44.7% 19 15.79% 3.5
Bright Rock Capital Management
2859
Bright Rock Capital Management
Massachusetts
$529M +$30M +6% 6.08% 53.1% 80 18.75% 5.3
Beacon Financial Advisory
2860
Beacon Financial Advisory
Ohio
$529M +$20.5M +4% 1.37% 76.8% 448 12.95% 2.8
Waterway Wealth Management
2861
Waterway Wealth Management
Texas
$528M +$38.2M +8% 0.28% 52.2% 113 18.58% 1.2
Prudent Investors Network
2862
Prudent Investors Network
California
$528M +$11.5M +2% 1.51% – 94 10.64% 2.2
Schwarz Dygos Wheeler Investment Advisors
2863
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$528M +$3.78M +0.7% 2.3% 82.6% 182 8.24% 4.4
Aspire Capital Advisors
2864
Aspire Capital Advisors
Washington
$527M +$13.9M +3% 2.04% 68.6% 146 13.01% 2
MPS Loria Financial Planners
2865
MPS Loria Financial Planners
Illinois
$527M +$92.1M +21% 2.39% 80% 93 8.6% 5.4
Brown Capital Management
2866
Brown Capital Management
Maryland
$527M +$26.7M +5% 10.7% 107% 58 12.07% 3.8
Adams Wealth Management
2867
Adams Wealth Management
Utah
$527M +$4.53M +0.9% 0.21% 112% 153 8.5% 2.7
Highline Wealth Partners
2868
Highline Wealth Partners
California
$527M +$33.6M +7% 3.19% 93.8% 1,552 15.01% 1.5
Wendel SE
2869
Wendel SE
$526M +$7.56M +1% 1.46% – 1 0% 1.5
Continental General Insurance Company
2870
Continental General Insurance Company
Texas
$526M +$46.4M +10% 2.06% 117% 14 50% 1
Beacon Harbor Wealth Advisors
2871
Beacon Harbor Wealth Advisors
Virginia
$526M +$12.6M +2% 1.52% 150% 80 26.25% 2.6
Weaver Capital Management
2872
Weaver Capital Management
Georgia
$525M +$71.5M +16% 1.72% 79.4% 196 18.88% 1.9
Newman Dignan & Sheerar Inc
2873
Newman Dignan & Sheerar Inc
Rhode Island
$525M +$2.16M +0.4% 1.89% 82.6% 203 14.29% 6.4
Fulcrum Capital
2874
Fulcrum Capital
Washington
$525M +$32M +6% 5.88% 102% 106 7.55% 4.1
Bender Robert & Associates
2875
Bender Robert & Associates
California
$525M +$43.4M +9% 9.61% 146% 49 26.53% 1.5