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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)
NWMP
3151
Noble Wealth Management PBC
Colorado
$223M +$496 +0% 1.51% – 881 22.47% 1
Acasta Partners UK
3152
Acasta Partners UK
$223M +$33.7M +18% 0.73% – 23 26.09% 0.5
Broadway Wealth Solutions
3153
Broadway Wealth Solutions
Texas
$223M +$8.94M +4% 0.54% – 96 12.5% 1.4
StoryOne LLC
3154
StoryOne LLC
Kansas
$223M +$11.3M +5% 0.68% – 87 18.39% 0.6
Grant Private Wealth Management
3155
Grant Private Wealth Management
California
$223M -$14.2M -6% 7.19% – 190 31.58% 0.9
Two Point Capital Management
3156
Two Point Capital Management
New York
$223M -$25.5M -10% 0.32% – 32 12.5% 2.9
Alchemi Wealth
3157
Alchemi Wealth
Connecticut
$223M +$9.19M +4% 4.74% – 178 11.24% 0.7
Holos Integrated Wealth
3158
Holos Integrated Wealth
Pennsylvania
$223M +$8.39M +4% 0.64% – 399 7.27% 1.4
Center For Asset Management
3159
Center For Asset Management
Florida
$222M -$3.09M -1% 0.45% 66.6% 189 25.93% 2.1
Apricus Wealth
3160
Apricus Wealth
South Carolina
$222M +$12.6M +6% 2.86% 80.6% 141 17.73% 2.8
LF
3161
Lighthouse Financial
Florida
$222M +$29.2M +15% 1.62% – 98 20.41% 1.1
Burrus Financial Services
3162
Burrus Financial Services
Utah
$222M -$8.63M -4% 2.16% 31.3% 11 0% 2.5
Sitrin Capital Management
3163
Sitrin Capital Management
California
$222M -$4M -2% 5.06% 139% 41 7.32% 4.8
Meriwether Wealth & Planning
3164
Meriwether Wealth & Planning
Louisiana
$222M +$19.9M +10% 0.4% – 874 86.27% 0.2
CH
3165
Cromwell Holdings
Wyoming
$222M -$1.28M -0.6% 4.49% – 1,137 3.78% 1.6
Solano Wealth Investment Advisors
3166
Solano Wealth Investment Advisors
California
$221M +$1.65M +0.7% 0% – 38 7.89% 1.5
1GI
3167
180 GPS Investments
$221M +$86M +64% 0.35% – 39 48.72% 0.4
SIAIK
3168
Summit Investment Advisors, Inc.\KS
Kansas
$221M +$2.54M +1% 1.02% – 106 11.32% 0.7
Bull Street Advisors
3169
Bull Street Advisors
Georgia
$221M +$2.22M +1% 2.73% 48.5% 96 5.21% 6.1
Kennicott Capital Management
3170
Kennicott Capital Management
California
$221M +$5.35M +2% 1.21% 98% 49 6.12% 3.6
Seven Bridges Advisors
3171
Seven Bridges Advisors
New York
$221M +$13.8M +7% 1.08% – 17 5.88% 1.3
Summit Place Financial Advisors
3172
Summit Place Financial Advisors
New Jersey
$221M -$7.18M -3% 2.6% 111% 124 16.94% 3.1
Wealth Forward LLC
3173
Wealth Forward LLC
North Dakota
$221M +$20.1M +10% 1.02% 48.8% 55 20% 1.8
Comprehensive Wealth Management
3174
Comprehensive Wealth Management
Washington
$221M +$1.98M +0.9% 1.26% 40.6% 44 2.27% 2.1
Grove Street Fiduciary
3175
Grove Street Fiduciary
New Hampshire
$221M -$16.1M -7% 1.21% – 80 10% 1.4