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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)
Brown Financial Advisory
3026
Brown Financial Advisory
Alabama
$240M +$643K +0.3% 0.36% 73.2% 50 8% 3.1
Clarity Capital Advisors
3027
Clarity Capital Advisors
Florida
$240M +$1.43M +0.6% 0.1% 57.9% 97 5.15% 2.4
Corecam Pte Ltd
3028
Corecam Pte Ltd
$240M -$24.2M -9% 4.94% 93.6% 89 19.1% 0.8
LS
3029
LCW Services
Virginia
$240M +$10.1M +4% 1.16% – 42 7.14% 0.7
JW Asset Management
3030
JW Asset Management
Florida
$240M -$80.2M -25% 17.4% 251% 32 43.75% 1.2
Socha Financial Group
3031
Socha Financial Group
New York
$240M -$6.22M -3% 0.3% 88.4% 15 20% 2.8
Catalyst Private Wealth
3032
Catalyst Private Wealth
California
$239M +$32.4M +16% 12.9% 120% 107 24.3% 2.9
Koesten Hirschmann & Crabtree
3033
Koesten Hirschmann & Crabtree
Kansas
$239M -$827K -0.3% 0.24% 68.7% 57 14.04% 2.5
Econ Financial Services
3034
Econ Financial Services
Pennsylvania
$239M +$25.1M +12% 4.5% 16.9% 115 63.48% 0.6
Olistico Wealth
3035
Olistico Wealth
Oklahoma
$239M +$5.29M +2% 2.7% 108% 367 12.53% 1.4
Bright Financial Advisors
3036
Bright Financial Advisors
Michigan
$239M +$149K +0.1% 0.34% – 73 2.74% 1.8
Brighton Securities
3037
Brighton Securities
New York
$239M +$6.14M +3% 0.51% – 57 28.07% 1.2
One Plus One Wealth Management
3038
One Plus One Wealth Management
Florida
$239M +$7.15M +3% 2.87% 71.9% 97 11.34% 2.9
International Private Wealth Advisors
3039
International Private Wealth Advisors
California
$239M +$44.6M +23% 1.15% 63.4% 185 16.76% 1.4
Ryan Investment Management
3040
Ryan Investment Management
Colorado
$239M +$17.8M +8% 0.32% – 46 41.3% 0.5
Blue Sky Capital Consultants Group
3041
Blue Sky Capital Consultants Group
California
$239M +$4.73M +2% 7.41% – 81 11.11% 1.2
Sustainable Insight Capital Management
3042
Sustainable Insight Capital Management
New York
$238M +$5.32M +2% 4.01% 168% 104 44.23% 1.5
Oasis Advisors
3043
Oasis Advisors
Iowa
$238M +$84.3M +55% 0.12% – 93 50.54% 0.2
Brucke Financial
3044
Brucke Financial
Indiana
$238M +$13.3M +6% 2.36% – 202 21.78% 1.1
10Elms LLP
3045
10Elms LLP
Oklahoma
$238M +$1.85M +0.8% 0.97% – 571 16.11% 1.3
Saxony Capital Management
3046
Saxony Capital Management
Missouri
$238M +$19.8M +9% 3.06% 90% 215 24.19% 1.3
FCFC
3047
First Citizens Financial Corp
Iowa
$238M -$1.26M -0.5% 0.45% 72.9% 142 5.63% 3.9
NFL
3048
Nova Financial LLC
Arizona
$238M – – 2.88% – 865 – 0
Wealth Science Advisors
3049
Wealth Science Advisors
Georgia
$238M +$12.9M +6% 0.01% – 98 19.39% 0.6
Truxt Investmentos
3050
Truxt Investmentos
Brazil
$238M +$151M +174% 2.33% – 34 85.29% 0.1