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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)
Washington University
2876
Washington University
Missouri
$524M +$259M +98% 14.1% 30.4% 4 50% 1.5
Barry Investment Advisors
2877
Barry Investment Advisors
Massachusetts
$524M +$45.5M +10% 1.9% 66.7% 105 5.71% 4.4
Long Walk Management
2878
Long Walk Management
Connecticut
$523M +$82.6M +19% 4.83% 327% 19 36.84% 1
Moody Aldrich Partners
2879
Moody Aldrich Partners
Massachusetts
$523M -$33.5M -6% 4.55% 312% 215 35.35% 1.5
Fielder Capital Group
2880
Fielder Capital Group
Tennessee
$523M +$61M +13% 7.58% 161% 335 14.93% 1.7
Smith & Howard Wealth Management
2881
Smith & Howard Wealth Management
Georgia
$523M +$19.8M +4% 1.38% 43.8% 112 19.64% 4.4
Triangle Securities Wealth Management
2882
Triangle Securities Wealth Management
North Carolina
$522M +$18.4M +4% 0.75% 83.6% 221 10.41% 6.6
Beck Capital Management
2883
Beck Capital Management
Texas
$522M -$21.1M -4% 0.39% 284% 154 15.58% 2.1
Tempus Wealth Planning
2884
Tempus Wealth Planning
California
$522M +$10.2M +2% 0.67% 95% 301 12.62% 2.9
Optimize Financial
2885
Optimize Financial
California
$521M +$243M +87% 6.75% – 514 71.21% 0.3
First Fiduciary Investment Counsel
2886
First Fiduciary Investment Counsel
Ohio
$521M -$7.98M -2% 2.52% 60% 78 5.13% 4.7
Elite Wealth Management
2887
Elite Wealth Management
Washington
$521M +$184M +54% 11% 182% 53 22.64% 2.9
Integris Wealth Management
2888
Integris Wealth Management
California
$520M +$25.1M +5% 0.33% 60.3% 140 6.43% 2.4
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
2889
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
$520M +$2.61M +0.5% 0.74% – 12 0% 0.3
Chapin Davis
2890
Chapin Davis
Maryland
$520M -$48.4M -9% 2.09% 339% 278 15.11% 2.4
Next Level Private
2891
Next Level Private
New York
$520M +$9.29M +2% 1.21% 95.9% 190 9.47% 2.4
Bulltick Wealth Management
2892
Bulltick Wealth Management
Florida
$520M +$29.4M +6% 3.87% 69.1% 156 21.15% 1.6
Cat Rock Capital Management
2893
Cat Rock Capital Management
Connecticut
$520M +$88.7M +21% 0.1% 66.8% 7 0% 2.4
EGA
2894
E&G Advisors
Texas
$519M +$1.55M +0.3% 0.68% 97.7% 256 6.64% 3.4
Aries Wealth Management
2895
Aries Wealth Management
Maine
$519M +$10M +2% 4.03% 87.7% 254 8.27% 3.3
Compton Financial Group
2896
Compton Financial Group
Maryland
$519M +$78.9K +0% 2.07% 39.4% 90 12.22% 2.1
CWM
2897
Compass Wealth Management
Connecticut
$519M -$9.33M -2% 2.02% 103% 418 60.29% 0.6
Oakmont Corp
2898
Oakmont Corp
California
$518M +$15.4M +3% 8.73% 96% 32 9.38% 4.8
Total Clarity Wealth Management
2899
Total Clarity Wealth Management
Illinois
$518M +$3.17M +0.6% 0.5% 73.2% 419 25.3% 2
AMI Investment Management
2900
AMI Investment Management
Indiana
$518M +$47.1M +10% 0.65% 52% 97 22.68% 4.8