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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)
West Bancorporation
2876
West Bancorporation
Iowa
$255M +$21.2M +9% 1.8% 72.5% 102 18.63% 3.8
Elevation Capital Advisory
2877
Elevation Capital Advisory
Oregon
$255M -$3.95M -2% 1.05% – 90 53.33% 0.7
Melone Private Wealth
2878
Melone Private Wealth
Michigan
$255M -$7.63M -3% 4.85% 30.4% 58 6.9% 3.6
Seamount Financial Group
2879
Seamount Financial Group
Colorado
$255M +$6.76M +3% 1.92% 79.7% 148 8.11% 1.9
Integrity Investment Advisors
2880
Integrity Investment Advisors
Colorado
$255M +$25M +11% 0.03% – 86 20.93% 0.9
Woodward Diversified Capital
2881
Woodward Diversified Capital
California
$254M +$27.8M +12% 3.85% 118% 209 17.7% 2.7
Eos Management LP
2882
Eos Management LP
New York
$254M +$2.12M +0.8% 2.81% 149% 37 10.81% 3.5
RASP Wealth Solutions
2883
RASP Wealth Solutions
Indiana
$254M -$46M -15% 0.96% – 103 14.56% 0.2
Lynx Capital Group
2884
Lynx Capital Group
Ohio
$254M +$6.74M +3% 0.67% 65.6% 96 6.25% 2
Shelton Wealth Management
2885
Shelton Wealth Management
Texas
$254M -$498K -0.2% 1.07% 89.4% 166 28.31% 2.1
CCAM
2886
Capelight Capital Asset Management
New York
$254M +$45.9M +22% 5.78% – 64 67.19% 0.3
McKinney Capital Management
2887
McKinney Capital Management
Texas
$254M +$525K +0.2% 2.97% – 107 38.32% 0.3
Kaizen Financial Strategies
2888
Kaizen Financial Strategies
California
$254M -$53.5M -17% 1.19% 126% 190 14.21% 2.4
Physician Wealth Solutions
2889
Physician Wealth Solutions
Nevada
$254M -$9.6M -4% 1.86% 43.6% 47 8.51% 2.5
Hippocratic Financial Advisors
2890
Hippocratic Financial Advisors
California
$254M -$11M -4% 0.35% – 54 33.33% 0.8
Granville Capital
2891
Granville Capital
North Carolina
$254M +$30.1M +13% 0.41% – 105 20% 0.6
Woodward Financial Advisors
2892
Woodward Financial Advisors
North Carolina
$254M -$45.3M -15% 0.15% 55% 68 5.88% 3.2
Haven Private
2893
Haven Private
Florida
$253M -$9.5M -4% 3.17% – 180 10.56% 1.3
Udine Wealth Management
2894
Udine Wealth Management
Florida
$253M +$10.6M +4% 4.64% 141% 46 30.43% 1.9
State of New Jersey Common Pension Fund A
2895
State of New Jersey Common Pension Fund A
New Jersey
$253M +$30M +13% 4.52% – 4 25% 1.1
Ergawealth Advisors
2896
Ergawealth Advisors
Illinois
$253M -$4.12M -2% 1.58% 50% 54 1.85% 2.5
Davidson Kahn Capital Management
2897
Davidson Kahn Capital Management
California
$253M +$20.3M +9% 0.52% – 76 14.47% 1.3
TFG
2898
Team Financial Group
California
$253M +$17.5M +7% 0.99% 46% 306 81.7% 0.4
Davidson Trust Company
2899
Davidson Trust Company
Washington
$253M -$3.32M -1% 3.84% 77% 194 7.73% 3.9
CWMG
2900
Compass Wealth Management (Georgia)
Georgia
$253M +$2.02M +0.8% 0.9% – 79 10.13% 1