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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, 421 funds (~5%) 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 Time
Held (Qtrs)
HCP
276
Hardin Capital Partners
South Carolina
$205M -$10.6M -5% 5.71% – 156 15.38% 6.6
SG
277
Stephens Group
Arkansas
$204M -$1.93M -0.9% 1.28% 45% 4 0% 14
BA
278
Ballew Advisors
Mississippi
$201M +$7.76M +4% 0.23% 68% 146 20.55% 13.5
GP
279
Gridiron Partners
Pennsylvania
$199M +$8.94M +5% 4.45% 15.5% 52 1.92% 9.7
AIM
280
Ausbil Investment Management
Australia
$199M -$22.2M -10% 5.95% 115% 78 32.05% 5.2
MSRI
281
Michael S. Ryan Inc
New York
$198M -$2.12M -1% 1.75% 63.3% 58 5.17% 8.1
S
282
Systrade
Liechtenstein
$197M +$37.6M +24% 2.18% 152% 16 37.5% 4
LFWA
283
LBJ Family Wealth Advisors
Texas
$196M -$268K -0.1% 0.9% 64.9% 29 3.45% 31.7
DBFM
284
Dickmeyer Boyce Financial Management
Indiana
$195M +$2.36M +1% 1.06% – 132 6.06% 1.9
IFS
285
Integrated Financial Solutions
Virginia
$195M +$9.66M +5% 5.47% – 38 13.16% 3.5
LKWM
286
Lee-Kelleher Wealth Management
Maryland
$194M +$3.13M +2% 0.41% – 50 6% 5.6
FD
287
Financial Designs
California
$194M +$7.65M +4% 1.84% 49% 42 9.52% 5.4
ACA
288
Adirondack Capital Advisors
New York
$194M +$7.22M +4% 0.48% – 45 0% 2.9
AIMA
289
Ables Iannone Moore & Associates
Georgia
$193M +$5.19M +3% 4.97% 116% 66 10.61% 8.6
EWA
290
Emergent Wealth Advisors
New York
$191M -$1.18M -0.6% 0.27% 74.2% 128 7.81% 7.1
PA
291
Persium Advisors
Georgia
$191M +$37.7M +25% 2.48% – 77 19.48% 5.2
RWS
292
Retirement Wealth Solutions
Wisconsin
$189M +$7.75M +4% 0.01% – 933 16.18% 4.1
HCM
293
Horrell Capital Management
Arkansas
$189M -$30M -14% 4.1% 55.6% 205 8.29% 29
AA
294
Atmos Advisory
Pennsylvania
$188M -$3.51M -2% 2.67% 31.9% 21 4.76% 17.9
ZRP
295
Zynergy Retirement Planning
New Jersey
$187M +$2.82M +2% 2.51% – 26 3.85% 8.8
BF
296
Baring Financial
Washington
$187M +$5.44M +3% 2.4% – 92 15.22% 5.4
GPI
297
General Partner Inc
Pennsylvania
$187M +$751K +0.4% 1.97% 83.1% 171 4.09% 12.2
GCA
298
Gallagher Capital Advisors
Texas
$187M +$11.6M +7% 9.79% – 77 15.58% 4.4
IPAM
299
Investment Partners Asset Management
New Jersey
$186M +$5.64M +3% 3.26% 86.1% 178 5.06% 8.4
PVAMC
300
PPS&V Asset Management Consultants
Michigan
$185M -$484K -0.3% 1.43% 80.7% 41 7.32% 12.5