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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)
Mitsubishi UFJ Asset Management (UK)
3251
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$213M -$2.31M -1% 1.24% 151% 116 26.72% 1.9
Monument Group Wealth Advisors
3252
Monument Group Wealth Advisors
Massachusetts
$213M +$4.5M +2% 0.64% 68.6% 51 19.61% 2
ELCO Management
3253
ELCO Management
New York
$213M -$19.1M -8% 1.99% 98.3% 189 17.46% 4.2
Values First Advisors
3254
Values First Advisors
Tennessee
$213M -$6.26M -3% 2.82% 87.6% 195 12.31% 3.1
Vaughan & Co Securities
3255
Vaughan & Co Securities
New Jersey
$213M -$1.93M -0.9% 1.03% 70.7% 65 12.31% 4.4
Islay Capital Management
3256
Islay Capital Management
Texas
$213M -$3.77M -2% 3.37% 72% 235 61.28% 3.8
SPI
3257
Sutton Place Investors
New York
$212M +$5.84M +3% 1.73% 84% 158 10.13% 2.2
Destiny Capital
3258
Destiny Capital
Colorado
$212M -$2.83M -1% 0.89% 60.5% 63 9.52% 2.5
BFI Infinity
3259
BFI Infinity
Switzerland
$212M -$125M -37% 3.6% – 79 27.85% 0.9
Commerce Advisors
3260
Commerce Advisors
Tennessee
$212M +$27.9M +15% 1.91% – 137 13.14% 0.4
HFS
3261
Hoge Financial Services
Pennsylvania
$212M +$2.79M +1% 0.4% 60.8% 88 14.77% 1.8
Hager Investment Management Services
3262
Hager Investment Management Services
New Hampshire
$212M -$5.77M -3% 1.55% – 374 11.76% 1.3
Crown Oak Advisors
3263
Crown Oak Advisors
California
$212M -$3.11M -1% 0.9% 53.3% 23 0% 2.5
Rareview Capital
3264
Rareview Capital
Nevada
$212M +$32.7M +18% 4.81% 28.6% 62 20.97% 1.2
Gouws Capital LLC
3265
Gouws Capital LLC
North Carolina
$212M -$3.37M -2% 0.44% 114% 56 7.14% 3.5
Cedar Cove Wealth Partners
3266
Cedar Cove Wealth Partners
Minnesota
$211M -$1.4M -0.7% 0.11% – 95 15.79% 0.6
Code Waechter
3267
Code Waechter
Florida
$211M +$18.1M +9% 0.57% – 132 8.33% 1.4
SBCM
3268
Silverberg Bernstein Capital Management
New York
$211M -$49.7M -19% 10.3% 133% 71 14.08% 2.4
AUA Capital Management
3269
AUA Capital Management
Pennsylvania
$211M -$4.52M -2% 1.88% 70.2% 85 7.06% 7.2
Shearwater Capital
3270
Shearwater Capital
Colorado
$211M +$1.73M +0.8% 2.13% 74.4% 71 8.45% 2.9
Arta Finance Wealth Management
3271
Arta Finance Wealth Management
California
$211M -$22.5M -10% 3.43% – 116 18.97% 0.6
Independence Wealth Advisors (Ohio)
3272
Independence Wealth Advisors (Ohio)
Ohio
$211M +$11.5M +6% 3.36% – 93 15.05% 0.6
Insight Inv LLC
3273
Insight Inv LLC
California
$210M -$1.71M -0.8% 1.29% 139% 111 4.5% 3.5
Client First Investment Management
3274
Client First Investment Management
Wisconsin
$210M -$27.2M -11% 3.48% 243% 37 59.46% 0.8
William Marsh Rice University
3275
William Marsh Rice University
Texas
$210M -$9.13M -4% 2.22% 1.81% 2 0% 5.8