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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)
DCM
3351
Divisar Capital Management
California
$417M -$16.6M -4% 16.7% 173% 30 10% 3.6
Wellington Group
3352
Wellington Group
Indiana
$417M +$39.3M +10% 0.2% – 153 18.95% 0.7
Balance Wealth
3353
Balance Wealth
Ohio
$417M +$40.5M +11% 1% – 987 82.07% 0.2
ATI
3354
ARK & TLK Investments
Oklahoma
$416M +$10.3M +3% 0.24% 62.2% 130 5.38% 2.2
Elmwood Wealth Management
3355
Elmwood Wealth Management
California
$416M +$16.3M +4% 0.14% 42.1% 221 15.84% 3.2
Tactive Advisors
3356
Tactive Advisors
Florida
$416M +$10.1M +2% 2.96% – 340 34.41% 1.3
Globe Life
3357
Globe Life
Texas
$416M -$5.63M -1% 0.77% 67.5% 2 0% 6.4
RI
3358
Rinkey Investments
California
$416M -$9.07M -2% 0.44% 42.1% 144 19.44% 1.9
EnRich Financial Partners
3359
EnRich Financial Partners
Wisconsin
$416M -$5.32M -1% 1.29% 50.7% 68 4.41% 2.2
Roberts, Glore & Co
3360
Roberts, Glore & Co
Illinois
$416M +$11.2M +3% 3.37% 82.7% 257 9.34% 6.2
Pinnacle Financial Group
3361
Pinnacle Financial Group
Illinois
$416M +$5.86M +1% 0.84% 59.1% 124 8.87% 2.6
Kiltearn Partners
3362
Kiltearn Partners
United Kingdom
$416M +$3.42M +0.8% 0.12% 46.8% 30 3.33% 3.3
Elevatus Welath Management
3363
Elevatus Welath Management
New York
$415M +$4.35M +1% 2.45% 270% 294 36.39% 1.1
Turiya Advisors Asia
3364
Turiya Advisors Asia
Hong Kong
$415M -$24.1M -5% 22.4% 188% 4 50% 0.5
Centurion Wealth Management
3365
Centurion Wealth Management
Virginia
$415M -$2.89M -0.7% 2.15% – 308 16.88% 2.1
ECP
3366
Elemental Capital Partners
California
$415M -$61.1M -13% 13.2% – 12 0% 2
Landmark Wealth Management (New York)
3367
Landmark Wealth Management (New York)
New York
$415M -$2.79M -0.7% 1.15% 42.7% 162 9.88% 1.7
RIT Capital Partners
3368
RIT Capital Partners
United Kingdom
$415M -$206M -33% 2.55% 73.5% 13 30.77% 1
JRM Investment Counsel
3369
JRM Investment Counsel
Nebraska
$415M +$1.62M +0.4% 0.17% 65.1% 23 8.7% 5.9
Endeavor Private Wealth
3370
Endeavor Private Wealth
Kansas
$415M +$3.33M +0.8% 0.2% – 225 8% 1.2
LongView Wealth Management
3371
LongView Wealth Management
Georgia
$415M +$25M +6% 0.52% 60.8% 244 13.11% 1.9
Snider Financial Group
3372
Snider Financial Group
Washington
$415M +$21.9M +6% 4.98% 87% 108 10.19% 2.2
Pennsylvania Capital Management
3373
Pennsylvania Capital Management
Pennsylvania
$415M +$20M +5% 6.05% 90.8% 129 14.73% 3.5
Bond & Devick Financial Network
3374
Bond & Devick Financial Network
Minnesota
$414M +$8.3M +2% 0.31% 46.9% 216 11.11% 3.3
IAA
3375
Ironsides Asset Advisors
North Carolina
$414M -$12.8M -3% 2.86% 49.3% 93 17.2% 3.2