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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)
Kerntke Otto McGlone Wealth Management Group
3351
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$201M +$35.9M +22% 0.4% 64.9% 104 15.38% 3
Two West Capital Advisors
3352
Two West Capital Advisors
Kansas
$201M +$136K +0.1% 0.64% – 107 14.02% 1.5
Ballew Advisors
3353
Ballew Advisors
Mississippi
$201M +$7.76M +4% 0.23% 68% 146 20.55% 3.4
BCM
3354
Berbice Capital Management
New York
$201M +$7.98M +4% 5.06% – 114 28.07% 1
Manuka Financial
3355
Manuka Financial
Virginia
$201M +$8.23M +4% 1.66% – 56 1.79% 1.5
Torren Management
3356
Torren Management
California
$201M +$4.15M +2% 0.12% – 993 9.37% 0.7
Members Wealth
3357
Members Wealth
Pennsylvania
$200M +$17.9M +10% 0.87% – 138 20.29% 1.5
KTC
3358
Kentucky Trust Company
Kentucky
$200M -$7.77M -4% 0.06% – 320 2.5% 1.5
Kurv Investment Management
3359
Kurv Investment Management
California
$200M +$34.1M +21% 0% – 74 40.54% 0.4
Privium Fund Management (UK)
3360
Privium Fund Management (UK)
United Kingdom
$200M -$40.5M -17% 3.47% 34.4% 29 72.41% 0.6
Patrick Mauro Investment Advisor
3361
Patrick Mauro Investment Advisor
Illinois
$200M +$999K +0.5% 0.88% 38.7% 46 34.78% 2.7
DCM
3362
Dilation Capital Management
New York
$200M -$47.9M -19% 7.23% – 28 50% 0.6
Arena Capital Advisors
3363
Arena Capital Advisors
California
$200M -$8.13M -4% 1.75% 127% 24 8.33% 1.7
Gridiron Partners
3364
Gridiron Partners
Pennsylvania
$199M +$8.94M +5% 4.45% 15.5% 52 1.92% 2.4
William Allan Corp
3365
William Allan Corp
Colorado
$199M -$5.06M -2% 1.11% 94.2% 66 7.58% 2.7
Archvest Wealth Advisors
3366
Archvest Wealth Advisors
California
$199M +$26.6M +15% 0.13% 53.1% 83 15.66% 2.1
United Financial Planning Group
3367
United Financial Planning Group
New York
$199M +$2.19M +1% 0.24% – 510 30% 0.6
SFM LLC
3368
SFM LLC
New Hampshire
$199M +$3.93M +2% 2.55% 67.5% 73 10.96% 2
Ausbil Investment Management
3369
Ausbil Investment Management
Australia
$199M -$22.2M -10% 5.95% 115% 78 32.05% 1.3
LAM Group
3370
LAM Group
Oregon
$199M -$2.78M -1% 0.26% 61.8% 138 1.45% 2.1
Buttonwood Financial Group
3371
Buttonwood Financial Group
Missouri
$199M +$23.5M +13% 0.47% 77.9% 42 28.57% 1.7
Eads & Heald Wealth Management
3372
Eads & Heald Wealth Management
Georgia
$198M -$5.7M -3% 1.58% 93.3% 157 10.83% 8.2
Michael S. Ryan Inc
3373
Michael S. Ryan Inc
New York
$198M -$2.12M -1% 1.75% 63.3% 58 5.17% 2
Pioneer Family Office
3374
Pioneer Family Office
Florida
$198M +$3.98M +2% 1.03% – 136 8.09% 0.6
Marest Capital
3375
Marest Capital
California
$198M -$3M -1% 3.22% 84.5% 32 21.88% 1.4