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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, 4,149 funds (~46%) 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)
True Wind Capital Management
3401
True Wind Capital Management
California
$156M -$69.8M -31% 22.9% 59.6% 2 50% 4.8
Paradigm Strategies in Wealth Management
3402
Paradigm Strategies in Wealth Management
Minnesota
$156M -$8.06M -5% 0.34% 41.2% 62 11.29% 3
Madison Park Capital Advisors
3403
Madison Park Capital Advisors
Washington
$156M +$15.6M +11% 2.1% 62.4% 76 18.42% 1.9
Winebrenner Capital Management
3404
Winebrenner Capital Management
Kentucky
$155M -$8.78M -5% 0.54% – 161 13.04% 1.3
Terra Nova Asset Management
3405
Terra Nova Asset Management
New York
$155M -$7.91M -5% 1.29% 172% 107 24.3% 3.2
Seek First
3406
Seek First
California
$155M -$3.1M -2% 0.89% – 68 8.82% 1.3
Lederer & Associates Investment Counsel
3407
Lederer & Associates Investment Counsel
California
$155M +$3.18M +2% 5.63% 92.7% 90 8.89% 5.9
ML
3408
MTCO Ltd
$155M -$116M -43% 26.3% – 6 33.33% 0.4
DW
3409
Durante & Waters
New York
$155M +$2.14M +1% 0.42% 59.1% 37 16.22% 2.2
MJT & Associates Financial Advisory
3410
MJT & Associates Financial Advisory
Minnesota
$155M +$3.41M +2% 0.33% – 490 15.92% 1.2
Richard Young Associates
3411
Richard Young Associates
Georgia
$155M +$4.08M +3% 1.62% – 33 18.18% 0.6
Rye Brook Capital
3412
Rye Brook Capital
Connecticut
$154M +$11.9M +8% 0.98% 77.2% 44 18.18% 1.1
Koa Wealth Management
3413
Koa Wealth Management
California
$154M +$7.38M +5% 6.45% 74.8% 57 8.77% 2
Abbington Investment Group
3414
Abbington Investment Group
Connecticut
$154M -$2.8M -2% 7.53% – 53 5.66% 0.9
Sage Investment Advisers
3415
Sage Investment Advisers
New York
$154M +$5.51M +4% 1.2% – 101 7.92% 2.8
DIS
3416
Diversified Investment Strategies
Louisiana
$154M -$455K -0.3% 5.81% 93.8% 57 10.53% 5.4
Oath Planning
3417
Oath Planning
Oklahoma
$154M +$19.4M +14% 1.14% – 78 14.1% 0.7
Steinberg Asset Management
3418
Steinberg Asset Management
New York
$154M -$6.67M -4% 2.34% 108% 46 6.52% 4.2
SageOak Financial
3419
SageOak Financial
Oklahoma
$154M -$60.8K -0% 1.28% – 37 5.41% 1.5
Visa Foundation
3420
Visa Foundation
California
$154M -$1.54M -1% 2.2% 58.1% 2 0% 2.5
TMT General Partner
3421
TMT General Partner
Hong Kong
$154M -$40.3M -21% 19.2% – 3 0% 1.6
AC
3422
Anson Capital
Georgia
$153M -$239K -0.2% 0.31% 50.5% 97 7.22% 2.5
Spartan Planning & Wealth Management
3423
Spartan Planning & Wealth Management
North Carolina
$153M +$3.19M +2% 3.68% – 88 30.68% 1.3
Morey & Quinn Wealth Partners
3424
Morey & Quinn Wealth Partners
Nebraska
$153M -$2.1M -1% 1.28% – 147 8.16% 1.5
Sincerus Advisory
3425
Sincerus Advisory
New York
$153M +$6.01M +4% 0.83% – 87 6.9% 1.4