We are live on ! Find out more

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)
International City Management Association Retirement Corp
3226
International City Management Association Retirement Corp
District of Columbia
$444M +$214M +93% 0.83% 48.1% 17 76.47% 0.7
Headwater Capital
3227
Headwater Capital
China
$444M -$56M -11% 3.64% – 20 55% 0.6
DA
3228
DCF Advisers
Connecticut
$444M -$122M -21% 1.63% 379% 111 22.52% 2.4
E Fund Management (HK)
3229
E Fund Management (HK)
Hong Kong
$444M +$142M +47% 4.17% 137% 617 14.1% 1
Dodds Wealth
3230
Dodds Wealth
Colorado
$444M -$726K -0.2% 1.39% 35.4% 62 16.13% 2.3
Westend Capital Management
3231
Westend Capital Management
California
$444M +$6.61M +2% 7.54% – 268 31.34% 2
CSWG
3232
Cardinal Strategic Wealth Guidance
Kentucky
$444M +$2.53M +0.6% 1.06% 76% 68 13.24% 4.2
Creative Capital Management Investments
3233
Creative Capital Management Investments
California
$444M +$10.1M +2% 1.23% 53.6% 1,535 12.25% 0.7
LFGO
3234
Legacy Financial Group (Oklahoma)
Oklahoma
$444M +$15M +3% 0.63% 64.2% 114 14.04% 2.3
Boltwood Capital Management
3235
Boltwood Capital Management
California
$443M +$6.9M +2% 0.78% 63% 200 6.5% 6.5
IPA
3236
Investment Planning Advisors
Georgia
$443M +$11.2M +3% 0.8% – 123 10.57% 1.4
AWA
3237
Aquire Wealth Advisors
Utah
$443M +$6.54M +1% 0.25% 60.2% 56 7.14% 3.1
Nalanda India Equity Fund
3238
Nalanda India Equity Fund
Mauritius
$442M +$65.6M +17% 18.3% 13.6% 1 0% 7.8
CC
3239
Checkpoint Capital
California
$442M +$52.6M +13% 2.97% 279% 8 25% 1.3
BWM Planning
3240
BWM Planning
Texas
$442M +$11M +3% 0.97% – 100 8% 1.6
Continental Grain Company
3241
Continental Grain Company
New York
$442M -$6.29M -1% 2.96% 18.5% 4 0% 3.4
PA
3242
PSI Advisors
Florida
$442M +$11.3M +3% 1.42% 65% 163 14.11% 3.2
West Branch Capital
3243
West Branch Capital
Massachusetts
$442M +$11.5M +3% 4.56% 156% 394 11.42% 3.9
Prasad Wealth Partners
3244
Prasad Wealth Partners
Ohio
$441M +$25.7M +6% 0.96% – 188 18.09% 1.1
Peak Financial Management
3245
Peak Financial Management
Massachusetts
$441M +$5.66M +1% 0.07% 58.2% 123 13.01% 4.3
Pension & Wealth Management Advisors
3246
Pension & Wealth Management Advisors
Massachusetts
$441M +$70.2M +19% 0.58% 49.9% 1,363 61.41% 0.8
G2 Capital Management
3247
G2 Capital Management
Ohio
$441M -$17.6M -4% 0.79% 55.1% 73 10.96% 3
Astoria Strategic Wealth
3248
Astoria Strategic Wealth
Texas
$441M +$3.17M +0.7% 0.94% 46.1% 36 0% 4.7
City State Bank
3249
City State Bank
Iowa
$441M +$4.49M +1% 0.2% 79.1% 892 12.44% 3.3
Goodman Advisory Group
3250
Goodman Advisory Group
Massachusetts
$440M +$5.39M +1% 3.17% 101% 171 63.16% 0.7