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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)
AMANSA Capital
3376
AMANSA Capital
Singapore
$198M -$37M -16% 7.97% 32% 2 0% 3.3
McClarren Financial Advisors
3377
McClarren Financial Advisors
Pennsylvania
$198M +$4.23M +2% 0.68% 63% 90 12.22% 1.9
WESPAC Advisors
3378
WESPAC Advisors
California
$198M -$7.59M -4% 3.39% 126% 240 32.5% 1.4
Klein Pavlis & Peasley Financial
3379
Klein Pavlis & Peasley Financial
California
$198M +$5.42M +3% 2.12% 97.4% 107 26.17% 1.3
Systrade
3380
Systrade
Liechtenstein
$197M +$37.6M +24% 2.18% 152% 16 37.5% 1
Park Avenue Institutional Advisers
3381
Park Avenue Institutional Advisers
New York
$197M -$1.33M -0.7% 0.67% – 2 0% 0.5
Walker Asset Management
3382
Walker Asset Management
Missouri
$197M -$873K -0.4% 1.12% 87.6% 155 5.81% 3.1
Seros Financial
3383
Seros Financial
Arizona
$197M +$4.91M +3% 1.55% – 76 23.68% 1.1
Eliot Finkel Investment Counsel
3384
Eliot Finkel Investment Counsel
California
$197M -$17.2M -8% 6.52% 85.5% 34 2.94% 5.9
PCM
3385
Park Capital Management
Wisconsin
$197M +$26.8M +16% 9.78% – 261 52.49% 0.5
Taylor Frigon Capital Management
3386
Taylor Frigon Capital Management
Arizona
$197M -$17M -8% 0.51% 152% 98 11.22% 4.6
WF
3387
Williams Financial
Vermont
$197M +$3.09M +2% 0.55% 33.1% 31 3.23% 1
FSBI
3388
Fearless Solutions (Best Invest)
Texas
$197M +$7.13M +4% 2.13% – 149 10.74% 1.3
GWMI
3389
Guardian Wealth Management (Illinois)
Illinois
$196M -$7.03M -3% 3.15% 98.1% 71 12.68% 3.3
Alamar Capital Management
3390
Alamar Capital Management
California
$196M -$1.3M -0.7% 4.51% – 92 14.13% 2.7
Carter Financial Group
3391
Carter Financial Group
Illinois
$196M +$3.4M +2% 2.45% – 145 16.55% 1.8
LFWA
3392
LBJ Family Wealth Advisors
Texas
$196M -$268K -0.1% 0.9% 64.9% 29 3.45% 7.9
Rainier Family Wealth
3393
Rainier Family Wealth
Washington
$196M +$20M +11% 3.12% – 106 3.77% 1.2
FAG
3394
Financial Architects (Georgia)
Georgia
$196M -$12.9M -6% 3.13% 35.9% 31 29.03% 1.6
Dickmeyer Boyce Financial Management
3395
Dickmeyer Boyce Financial Management
Indiana
$195M +$2.36M +1% 1.06% – 132 6.06% 0.5
AI
3396
Arrien Investments
Idaho
$195M -$3.15M -2% 2.23% 46% 49 14.29% 2.2
Mustard Seed Financial
3397
Mustard Seed Financial
Arkansas
$195M +$2.44M +1% 0.19% 59.2% 99 8.08% 2.2
Defined Wealth Management
3398
Defined Wealth Management
Oregon
$195M +$554K +0.3% 0.88% 78.1% 120 8.33% 3.7
IFS
3399
Integrated Financial Solutions
Virginia
$195M +$9.7M +5% 5.47% – 38 13.16% 0.9
SVRN Asset Management
3400
SVRN Asset Management
Texas
$195M +$167K +0.1% 0.02% – 52 3.85% 0.6