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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, 3,011 funds (~34%) 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)
WealthSpring Partners
2901
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
Measured Risk Portfolios
2902
Measured Risk Portfolios
California
$93.8M -$18.6M -17% 0.02% – 66 7.58% 1.5
FSR Wealth Management
2903
FSR Wealth Management
Illinois
$92.9M +$5.19M +6% 2.92% – 42 19.05% 0.8
Capitol Family Office
2904
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
HCM
2905
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
Pacific Excel Wealth Advisors
2906
Pacific Excel Wealth Advisors
California
$90.1M -$168M -65% 2.26% – 307 87.95% 0.2
MA
2907
McGrath & Associates
North Carolina
$89.8M +$13.1M +17% 0.96% – 44 27.27% 1.1
Mowery & Schoenfeld Wealth Management
2908
Mowery & Schoenfeld Wealth Management
Illinois
$89.6M +$16.3M +22% 1.97% 96.9% 404 20.54% 1.7
Lionsbridge Wealth Management
2909
Lionsbridge Wealth Management
Florida
$89.6M -$12.3M -12% 1.42% 65.5% 73 20.55% 2.1
Walleye Partners
2910
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
GBA
2911
Garrison Bradford & Associates
New York
$88.1M -$4.07M -4% 1.61% 62.2% 38 26.32% 7.2
John W. Brooker & Co
2912
John W. Brooker & Co
California
$88M +$5.19M +6% 0.06% 43.4% 78 14.1% 2.4
AIS
2913
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
Vermillion Wealth Management
2914
Vermillion Wealth Management
Minnesota
$87.4M -$339M -80% 0.77% – 1,604 64.84% 0.7
Courant Investment Management
2915
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
Pictet Bank & Trust
2916
Pictet Bank & Trust
Bahamas
$85.5M -$7.81M -8% 5.72% 82.7% 42 28.57% 4.5
Fiscal Wisdom Wealth Management
2917
Fiscal Wisdom Wealth Management
Connecticut
$84.1M -$33.8M -29% 1.66% – 118 23.73% 0.7
Centennial Advisors
2918
Centennial Advisors
Texas
$83.7M -$139K -0.2% 0.45% – 89 30.34% 0.5
Pensionfund Sabic
2919
Pensionfund Sabic
Netherlands
$82.9M -$10.6M -11% 6.97% 63.6% 76 3.95% 7.9
WPA
2920
WIT Partners Advisory
Singapore
$82.3M -$131M -61% 2.64% 22.7% 16 62.5% 1.2
ProCore Advisors
2921
ProCore Advisors
California
$82.2M +$1.44M +2% 1.47% – 99 23.23% 0.6
Nordflint Capital Partners Fondsmaeglerselskab
2922
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$81.2M -$106M -57% 27% – 1 0% 1.8
LDR Capital Management
2923
LDR Capital Management
New York
$81M -$5.69M -7% 6.1% 28.4% 49 18.37% 1.3
Charis Legacy Partners
2924
Charis Legacy Partners
Texas
$80.9M -$420K -0.5% 2.02% – 29 3.45% 1.4
Trium Capital
2925
Trium Capital
United Kingdom
$79.4M -$83.1M -51% 8.97% 215% 73 54.79% 0.7