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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, 421 funds (~5%) 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 Time
Held (Qtrs)
DQRIM
301
Dale Q Rice Investment Management
Washington
$184M -$930K -0.5% 0.84% – 70 5.71% 6.1
LWA
302
Ledgewood Wealth Advisors
New Hampshire
$181M -$6.88M -4% 1.43% 42.8% 79 10.13% 9
CNTOF
303
Canandaigua National Trust of Florida
New York
$181M – – 1.65% – 143 – 4.9
DWMS
304
Dominguez Wealth Management Solutions
Virginia
$181M -$848K -0.5% 3.02% 59.7% 79 8.86% 11.3
TWM
305
Thryve Wealth Management
Texas
$179M +$294K +0.2% 0.82% – 41 9.76% 2.6
BAM
306
Byrne Asset Management
New Jersey
$179M -$5.93M -3% 1.34% 126% 672 19.64% 7.1
CCM
307
Cox Capital Management
Massachusetts
$179M -$1.14M -0.6% 2.04% 106% 84 15.48% 12.9
MEAC
308
M.E. Allison & Co
Texas
$178M +$4.58M +3% 1.12% – 201 7.46% 5.6
SRS
309
Strong Retirement Solutions
Washington
$178M +$11.1M +7% 5.18% – 87 9.2% 2.6
GWM
310
GK Wealth Management
Nevada
$178M -$12.8M -7% 1.33% – 1,634 86.05% 0.2
BWMG
311
Bannerman Wealth Management Group
Texas
$175M +$3.31M +2% 0.64% – 39 10.26% 5.7
LFA
312
Longview Financial Advisors
Alabama
$175M +$3.72M +2% 2.78% 47.4% 48 14.58% 8.7
IIM
313
Invariant Investment Management
Pennsylvania
$173M +$2.42M +1% 1.01% – 75 17.33% 2.6
FLFS
314
Family Legacy Financial Solutions
North Carolina
$173M +$8.73M +5% 2.77% – 68 29.41% 3.8
SVWA
315
Sarver Vrooman Wealth Advisors
Missouri
$170M +$2.21M +1% 1.38% – 152 11.18% 5.2
PDN
316
Pensionfund DSM Netherlands
Netherlands
$170M -$24.4M -13% 7.06% 36.9% 76 5.26% 34
WN
317
Williams & Novak
California
$169M +$17.8M +12% 1.18% 61.6% 163 19.02% 6.4
PS
318
Planning Strategies
Pennsylvania
$169M +$8.58M +5% 1.24% – 1,198 14.11% 0.9
VEM
319
Vann Equity Management
Texas
$168M +$3.5M +2% 5.18% – 189 19.05% 1.6
VFP
320
Vilga Financial Planning
New Jersey
$168M +$35.6M +27% 1.72% – 105 14.29% 2.4
DCM
321
Davis Capital Management
Florida
$167M -$1.66M -1% 1.78% – 1,379 22.7% 6
SMWM
322
Silvia McColl Wealth Management
California
$167M +$314K +0.2% 1.73% 82.7% 125 8% 12.1
HPBT
323
Hickory Point Bank & Trust
Illinois
$166M +$1.4M +0.8% 1.53% – 485 12.99% 3
NA
324
Nautilus Advisors
California
$165M -$4.33M -3% 1.5% – 186 11.29% 5.4
FFAS
325
FIG Financial Advisory Services
Oklahoma
$165M -$5.51M -3% 0.91% – 107 71.96% 1.4