We are live on ! Find out more

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)
GIL
3076
Go Invest LLC
Utah
$473M +$47M +11% 0.53% – 137 28.47% 0.6
SWG
3077
Summit Wealth Group
Vermont
$472M -$17.9M -4% 1.24% 56.7% 131 7.63% 2.4
Brand Asset Management Group
3078
Brand Asset Management Group
Missouri
$472M +$19.7M +4% 0.11% 77.3% 252 20.24% 2.6
Uniting Wealth Partners
3079
Uniting Wealth Partners
Kansas
$472M -$20.5M -4% 0.41% – 237 17.72% 0.9
ASG
3080
Advisory Solutions Group
Minnesota
$472M +$177M +60% 0.85% – 304 35.86% 0.2
General Electric
3081
General Electric
Ohio
$472M +$103M +28% 29.4% 23.2% 2 0% 2.4
Leo Wealth LLC
3082
Leo Wealth LLC
Texas
$471M – – 0.91% – 269 – 1.8
Westmount Partners
3083
Westmount Partners
California
$471M +$14.3M +3% 5.35% 123% 296 12.16% 2.4
Natural Investments
3084
Natural Investments
California
$471M +$16M +4% 2.88% – 327 13.15% 1.1
Outlook Wealth Advisors
3085
Outlook Wealth Advisors
Texas
$470M +$7.57M +2% 1.35% 76% 329 12.16% 2.5
Cerity Partners Retirement Plan Advisors
3086
Cerity Partners Retirement Plan Advisors
New York
$470M +$230M +96% 0.46% – 72 59.72% 0.2
Accretive Wealth Partners
3087
Accretive Wealth Partners
New Jersey
$470M +$57.9M +14% 1.66% 64.4% 190 14.21% 3.1
Highland Financial Advisors
3088
Highland Financial Advisors
New Jersey
$469M +$14.8M +3% 0.58% 70% 83 13.25% 2.3
ArchPoint Investors
3089
ArchPoint Investors
Florida
$469M -$4.04M -0.9% 0.15% 106% 82 7.32% 4.3
Three Bridge Wealth Advisors
3090
Three Bridge Wealth Advisors
California
$469M +$69.4M +17% 1.52% 162% 583 85.08% 0.5
Hussman Strategic Advisors
3091
Hussman Strategic Advisors
Maryland
$469M +$34.6M +8% 2.44% 43.1% 319 45.14% 1.8
Wood Tarver Financial Group
3092
Wood Tarver Financial Group
Idaho
$468M +$44.8M +11% 0.09% – 182 11.54% 1.4
LAI
3093
Legal Advantage Investments
California
$468M +$183M +64% 0.89% 116% 87 16.09% 3
Ipswich Investment Management
3094
Ipswich Investment Management
Massachusetts
$468M -$5.46M -1% 3.61% 104% 196 8.16% 6.7
Whitcomb & Hess
3095
Whitcomb & Hess
Ohio
$467M +$3.93M +0.8% 0.07% 54% 69 10.14% 3.3
VELA Investment Management
3096
VELA Investment Management
Ohio
$467M +$7.72M +2% 0.89% 58.8% 187 24.06% 2.1
Princeton Capital Management
3097
Princeton Capital Management
New Jersey
$467M +$23.2M +5% 7.13% 206% 150 7.33% 4.2
Umpqua Bank
3098
Umpqua Bank
Oregon
$467M +$20.6M +5% 3.08% – 174 7.47% 2
Cadent Capital Advisors
3099
Cadent Capital Advisors
Oklahoma
$466M -$18.6M -4% 1% 106% 224 26.79% 2.2
PCG Wealth Advisors
3100
PCG Wealth Advisors
Kansas
$466M +$18M +4% 1.06% 92.6% 198 14.65% 1.8