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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)
Northern Lights Advisors
3426
Northern Lights Advisors
Washington
$192M +$8.17M +4% 3.64% – 80 17.5% 0.6
Hibernia Wealth Partners
3427
Hibernia Wealth Partners
Louisiana
$192M +$7.16M +4% 1.14% 40.6% 95 23.16% 1.5
BluePath Capital Management
3428
BluePath Capital Management
Georgia
$192M +$9.11M +5% 1.44% 106% 140 17.14% 1.4
Lavelle Capital
3429
Lavelle Capital
California
$191M -$40.8M -18% 0.41% – 88 19.32% 0.5
TCM
3430
Thoma Capital Management
Maryland
$191M +$3.78M +2% 1.29% – 56 8.93% 1.5
Emergent Wealth Advisors
3431
Emergent Wealth Advisors
New York
$191M -$1.18M -0.6% 0.27% 74.2% 128 7.81% 1.8
Compass Planning Associates
3432
Compass Planning Associates
Massachusetts
$191M +$6.18M +3% 1.38% – 37 16.22% 1.2
Persium Advisors
3433
Persium Advisors
Georgia
$191M +$37.7M +25% 2.48% – 77 19.48% 1.3
Magnolia Wealth Management
3434
Magnolia Wealth Management
Alabama
$191M -$91.3K -0% 1.26% 48.7% 17 11.76% 2.9
Mithaq Capital SPC
3435
Mithaq Capital SPC
Saudi Arabia
$191M -$13.2M -6% 4.95% 27.4% 3 0% 3.4
Cooper Investors
3436
Cooper Investors
Australia
$190M -$27.3M -13% 4.03% 57.5% 43 23.26% 1.6
Jacksonville Wealth Management
3437
Jacksonville Wealth Management
Florida
$190M +$13.7M +8% 2.34% – 79 7.59% 1.4
Clayton Financial Group
3438
Clayton Financial Group
Missouri
$190M +$9.5M +5% 1.21% 69.8% 304 78.62% 0.4
Clearwave Capital
3439
Clearwave Capital
California
$190M +$8.99M +5% 1.04% – 185 15.14% 0.6
BancFirst Trust & Investment Management
3440
BancFirst Trust & Investment Management
Oklahoma
$190M -$46.8M -20% 2.31% 44.1% 65 23.08% 2.5
Trust Company of Kansas
3441
Trust Company of Kansas
Kansas
$190M -$4.83M -2% 4.49% 100% 62 11.29% 3.4
Crystal Rock Capital Management
3442
Crystal Rock Capital Management
Illinois
$190M -$6.07M -3% 0.12% 164% 37 16.22% 5
Swiss Re
3443
Swiss Re
Switzerland
$190M -$908M -83% 3.9% – 240 3.33% 0.6
Crew Capital Management
3444
Crew Capital Management
Ohio
$190M +$6.99M +4% 1.6% 111% 123 13.82% 2.7
Channing Global Advisors
3445
Channing Global Advisors
Florida
$190M -$3.24M -2% 1.72% 128% 43 11.63% 2.7
BayBridge Capital Group
3446
BayBridge Capital Group
California
$190M -$2.01M -1% 1.24% 78.5% 111 26.13% 1.7
OceanIQ Capital
3447
OceanIQ Capital
California
$190M +$24.3M +15% 8.32% – 125 30.4% 0.2
Millennium Capital Advisors
3448
Millennium Capital Advisors
Arkansas
$190M +$6.26M +3% 5.63% 134% 143 8.39% 3
IAMH
3449
IvyRock Asset Management (HK)
Hong Kong
$190M +$12.8M +7% 9.89% 64.5% 28 39.29% 1.3
Cosner Financial Group
3450
Cosner Financial Group
Colorado
$189M -$5.44M -3% 0.09% 56.1% 38 5.26% 2.4