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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)
Cerro Pacific Wealth Advisors
3151
Cerro Pacific Wealth Advisors
California
$458M +$15.6M +4% 1.57% – 177 10.17% 3.4
Fusion Capital
3152
Fusion Capital
South Carolina
$458M +$27.2M +6% 2.04% 108% 119 17.65% 3.7
Uncommon Cents Investing
3153
Uncommon Cents Investing
Wisconsin
$457M -$4.17M -0.9% 0.16% 91.4% 218 2.29% 5.4
Aspen Capital Management
3154
Aspen Capital Management
Idaho
$457M +$3.93M +0.9% 0.37% – 88 10.23% 1.2
Warner Group
3155
Warner Group
Connecticut
$457M +$50.7M +12% 0.45% – 142 11.97% 0.6
SWMG LLC
3156
SWMG LLC
Texas
$457M +$32.2M +8% 0.65% 68.7% 127 28.35% 2
Peavine Capital
3157
Peavine Capital
Nevada
$457M -$14.9M -3% 1.18% 30.8% 10 20% 6.5
Proathlete Wealth Management
3158
Proathlete Wealth Management
Florida
$457M +$52.5M +13% 1.91% 73.9% 1,241 77.2% 0.3
MCM
3159
Magarian Capital Management
Texas
$457M +$133M +41% 6.62% – 17 41.18% 0.2
First Affirmative Financial Network
3160
First Affirmative Financial Network
Colorado
$456M – – 1.75% – 419 – 2
Mass General Brigham
3161
Mass General Brigham
Massachusetts
$456M +$95.2M +26% 1.01% – 10 50% 0.8
Legacy Wealth Asset Management
3162
Legacy Wealth Asset Management
Minnesota
$456M +$629K +0.1% 3.66% 116% 405 18.02% 3.2
PTB
3163
Pioneer Trust Bank
Oregon
$456M +$15.1M +3% 4.85% 75.7% 94 12.77% 7.7
BWM
3164
Brown Wealth Management
Illinois
$456M +$8.61M +2% 0.46% 51.2% 144 13.19% 1.8
AMJ Financial Wealth Management
3165
AMJ Financial Wealth Management
Virginia
$456M +$31.7M +7% 3.97% 180% 104 38.46% 2
Shelter Mutual Insurance
3166
Shelter Mutual Insurance
Missouri
$456M -$17.1M -4% 1.12% 53.4% 58 3.45% 7.8
Stokes Capital Advisors
3167
Stokes Capital Advisors
South Carolina
$455M -$11.5M -2% 0.01% 61.3% 125 11.2% 3.5
Coleford Investment Management
3168
Coleford Investment Management
Canada
$455M -$3.06M -0.7% 1.58% – 23 4.35% 1.4
Flagstone Financial Management
3169
Flagstone Financial Management
Nebraska
$455M +$8M +2% 0.85% 46.2% 78 5.13% 2.4
DI
3170
Diligent Investors
California
$455M +$5.91M +1% 2.43% 82.2% 373 7.24% 4.6
Able Wealth Management
3171
Able Wealth Management
New Jersey
$455M +$19M +4% 1.14% 58.1% 236 39.41% 1
Freedom Day Solutions
3172
Freedom Day Solutions
Texas
$455M +$2.87M +0.6% 0.32% 86.6% 146 17.12% 3.1
Aurdan Capital Management
3173
Aurdan Capital Management
Pennsylvania
$454M +$60.3M +15% 0.67% – 109 10.09% 1.3
Cincinnati Specialty Underwriters Insurance
3174
Cincinnati Specialty Underwriters Insurance
Ohio
$454M +$5.33M +1% 4.67% 137% 45 0% 7.3
Atwater Malick
3175
Atwater Malick
Pennsylvania
$454M -$4.83M -1% 1.01% 83.4% 139 12.23% 2.9