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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)
CWAG
3001
Compton Wealth Advisory Group
Virginia
$489M -$6.48M -1% 0.69% 76.1% 91 8.79% 5
NI
3002
Naria Inc
Bahamas
$489M -$23.9M -5% 4.65% – 1 0% 1.8
Marathon Capital Management
3003
Marathon Capital Management
Maryland
$488M -$5.56M -1% 0.65% 74% 195 10.77% 3.5
TAA
3004
TB Alternative Assets
Cayman Islands
$488M -$135M -22% 1.68% 312% 47 53.19% 1
Hourglass Capital
3005
Hourglass Capital
Texas
$488M -$20.4M -4% 2.87% 94.4% 133 10.53% 4.6
Rempart Asset Management
3006
Rempart Asset Management
Canada
$488M $0 0% 3.54% 70.5% 36 0% 4.8
FFG
3007
Fortem Financial Group
California
$487M -$2.98M -0.6% 1.62% 183% 199 10.05% 2.7
Renaissance Investment Group
3008
Renaissance Investment Group
Massachusetts
$487M -$21.1M -4% 1.74% 110% 86 12.79% 7.6
Cornerstone Planning
3009
Cornerstone Planning
North Carolina
$487M +$55M +13% 0.72% – 143 5.59% 1.3
EOFM
3010
Eschaton Opportunities Fund Management
Florida
$487M -$554M -53% 13.2% – 7 28.57% 0.6
Old Mission Investment Co
3011
Old Mission Investment Co
Michigan
$487M +$6.08M +1% 2.22% 82% 170 9.41% 3.6
Atlantic Edge Private Wealth Management
3012
Atlantic Edge Private Wealth Management
Florida
$487M -$2.81M -0.6% 0.31% 84.4% 651 8.45% 2
Financial & Tax Architects
3013
Financial & Tax Architects
Missouri
$486M +$12.2M +3% 0.22% 50.2% 130 31.54% 2.2
Poehling Capital Management
3014
Poehling Capital Management
Wisconsin
$486M +$20.1M +4% 5.54% 83% 177 13.56% 3.7
Copper Harbor Investment Advisors
3015
Copper Harbor Investment Advisors
Wisconsin
$486M +$13.6M +3% 0.76% – 103 11.65% 0.2
Mason & Associates (Virginia)
3016
Mason & Associates (Virginia)
Virginia
$486M +$5.4M +1% 0.99% – 47 8.51% 1.8
Centennial Wealth Advisory
3017
Centennial Wealth Advisory
Michigan
$486M +$22.3M +5% 0.73% 63% 196 8.16% 2.1
Simcoe Capital Management
3018
Simcoe Capital Management
New York
$485M -$64M -12% 1.68% 39.8% 20 30% 0.7
Sector Gamma AS
3019
Sector Gamma AS
Norway
$485M +$24M +5% 9.01% 61.8% 47 27.66% 2.8
Sixth Street Partners
3020
Sixth Street Partners
Texas
$485M -$94.4M -16% 2.9% 10.1% 7 14.29% 3.3
Bill Few Associates
3021
Bill Few Associates
Pennsylvania
$485M +$14.6M +3% 1.81% 91.5% 242 9.5% 2.8
Erste Towarzystwo Funduszy Inwestycyjnych
3022
Erste Towarzystwo Funduszy Inwestycyjnych
$484M +$85M +21% 5.42% – 40 27.5% 0.4
Montis Financial
3023
Montis Financial
Massachusetts
$484M -$4.71M -1% 0.73% 53.8% 157 7.01% 2.7
Collective Family Office
3024
Collective Family Office
Pennsylvania
$484M -$4.82M -1% 0.81% 52.5% 167 6.59% 3.9
Wealth Advisory Solutions
3025
Wealth Advisory Solutions
Indiana
$484M -$3.04M -0.6% 0.09% 60.5% 157 9.55% 2.6