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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)
Omni 360 Wealth
3176
Omni 360 Wealth
New Jersey
$221M +$4.23M +2% 0.09% 59.9% 143 7.69% 2
Baugh & Associates
3177
Baugh & Associates
Georgia
$221M -$5.37M -2% 3.43% 98.8% 42 2.38% 6.3
Beech Hill Advisors
3178
Beech Hill Advisors
New York
$220M -$5.76M -3% 1.65% 117% 102 7.84% 5.4
Charter Capital Management
3179
Charter Capital Management
Wisconsin
$220M -$5.54M -2% 1.81% – 77 12.99% 1
Founders Capital Management (Texas)
3180
Founders Capital Management (Texas)
Texas
$220M -$10.8M -5% 2.72% 131% 420 84.05% 7.6
Stephenson & Company
3181
Stephenson & Company
California
$220M +$6.63M +3% 1.12% 47% 63 26.98% 1.6
Riverbend Wealth Management
3182
Riverbend Wealth Management
South Carolina
$220M +$20.9M +10% 2.71% – 185 12.43% 1.3
SCA
3183
Sander Capital Advisors
Washington
$220M +$30.9M +16% 19.8% 113% 13 15.38% 5.9
Nipun Capital
3184
Nipun Capital
California
$220M +$5.16M +2% 0.91% 30.2% 10 30% 1.6
SWP
3185
Semus Wealth Partners
Florida
$220M +$12.7M +6% 5% 107% 119 14.29% 2.5
Gerber LLC
3186
Gerber LLC
Ohio
$220M +$6.97M +3% 1.75% 137% 97 12.37% 2.1
Echo45 Advisors
3187
Echo45 Advisors
California
$219M +$25.8M +13% 0.77% 53.6% 122 37.7% 1.6
WBWA
3188
William B. Walkup & Associates
South Carolina
$219M +$11.6M +6% 6.39% – 258 5.81% 1.4
Essential Partners
3189
Essential Partners
California
$219M +$2.18M +1% 3.12% – 3,035 12.03% 1
Bradley & Co Private Wealth Management
3190
Bradley & Co Private Wealth Management
Florida
$219M +$9.03M +4% 4.53% – 237 12.24% 3.5
Avid Wealth Partners
3191
Avid Wealth Partners
Texas
$219M +$12.3M +6% 0.7% 93.7% 88 22.73% 1.3
Ayrshire Capital Management
3192
Ayrshire Capital Management
Connecticut
$219M +$5.29M +2% 1.53% 84.8% 54 14.81% 3.4
MH
3193
Mishpacha Holdings
$219M -$47.7M -18% 11.6% – 5 40% 0.4
Draper Asset Management
3194
Draper Asset Management
New York
$219M +$20.8M +11% 10.2% 187% 21 28.57% 2.7
Pinnacle Wealth Management Group
3195
Pinnacle Wealth Management Group
Michigan
$218M +$3.95M +2% 1.43% 64.3% 135 12.59% 2.7
SCM
3196
Sunbeam Capital Management
Georgia
$218M -$508K -0.2% 3.1% – 128 9.38% 1.3
CIA
3197
Citadel Investment Advisory
Ohio
$218M -$2.03M -0.9% 1.1% 66.1% 77 2.6% 5.1
CAP Partners LLC
3198
CAP Partners LLC
Tennessee
$218M +$13.7M +7% 4.05% 97% 170 9.41% 1.8
Canerector Inc
3199
Canerector Inc
Ontario, Canada
$218M -$1.08M -0.5% 0.83% – 9 0% 1.8
Wolff Wiese Magana
3200
Wolff Wiese Magana
California
$218M +$630K +0.3% 1.16% 149% 1,077 8.17% 3.1