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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)
Guidance Capital
3176
Guidance Capital
Kentucky
$454M -$13.3M -3% 1.24% 63.7% 238 8.4% 1.8
CWS Financial Advisors
3177
CWS Financial Advisors
Michigan
$454M +$3.5M +0.8% 0.72% 55.7% 176 5.68% 3.6
Empirical Asset Management
3178
Empirical Asset Management
Massachusetts
$454M +$9.9M +2% 2.63% 102% 518 27.22% 1.6
Mokosak Advisory Group
3179
Mokosak Advisory Group
Iowa
$454M -$7.87M -2% 2.99% 59.2% 43 11.63% 4.2
RS
3180
Retirement Solution
Washington
$454M +$229M +102% 1.62% 77.3% 66 22.73% 2
MIO Partners
3181
MIO Partners
New York
$454M +$82.1M +22% 2.12% – 6 33.33% 0.6
Syquant Capital SAS
3182
Syquant Capital SAS
France
$453M +$6.27M +1% 6.4% 160% 71 61.97% 0.3
Sollinda Capital Management
3183
Sollinda Capital Management
Florida
$453M -$15M -3% 0.52% 37.4% 93 20.43% 1.7
Boston Research & Management
3184
Boston Research & Management
Massachusetts
$453M +$722K +0.2% 2.46% 63.6% 124 4.84% 8.9
Briaud Financial Planning
3185
Briaud Financial Planning
Texas
$453M +$73.1M +19% 5.67% 113% 46 13.04% 2.1
Medina Value Partners
3186
Medina Value Partners
California
$453M -$57.1M -11% 2.34% 83% 34 50% 0.7
Brown, Lisle/Cummings
3187
Brown, Lisle/Cummings
Rhode Island
$453M +$7.22M +2% 3.36% 82.3% 1,081 4.63% 2.5
Virtus Investment Advisers
3188
Virtus Investment Advisers
Connecticut
$453M +$23.6M +5% 7.31% 195% 506 17.98% 1.1
Level Financial Advisors
3189
Level Financial Advisors
New York
$453M +$5.01M +1% 1.07% 44% 99 12.12% 3.3
Seven Springs Wealth Group
3190
Seven Springs Wealth Group
Tennessee
$452M -$5.6M -1% 0.39% 62.6% 89 8.99% 3.9
Global Assets Advisory
3191
Global Assets Advisory
Florida
$452M -$6M -1% 2.64% 95.9% 341 15.25% 1
Atticus Wealth Management
3192
Atticus Wealth Management
Florida
$452M +$31.5M +8% 2.38% 73.9% 192 11.46% 3.8
Progressive Investment Management
3193
Progressive Investment Management
Oregon
$452M -$2.86M -0.6% 3.14% 139% 56 0% 5.1
DG Capital Management
3194
DG Capital Management
New York
$451M -$23.5M -5% 8.49% 82% 41 53.66% 0.6
MAM
3195
Mystic Asset Management
Rhode Island
$451M -$17M -4% 2.02% 114% 229 8.3% 3.3
CGC Financial Services
3196
CGC Financial Services
Oregon
$451M +$6.15M +1% 0.21% 46% 347 5.48% 2.6
Prosperity Planning
3197
Prosperity Planning
Missouri
$451M +$14.4M +3% 1% 43.5% 124 8.06% 3.3
CWM
3198
Cordatus Wealth Management
Pennsylvania
$451M -$4.73M -1% 4.99% 108% 196 32.65% 1.7
Eldred Rock Partners
3199
Eldred Rock Partners
Texas
$451M -$14.5M -3% 1.44% 109% 29 0% 2.3
Speece Thorson Capital Group
3200
Speece Thorson Capital Group
Minnesota
$450M -$17.8M -4% 2.44% 38.5% 38 2.63% 7.8