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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)
Retirement Wealth Solutions
3451
Retirement Wealth Solutions
Wisconsin
$189M +$7.75M +4% 0.01% – 933 16.18% 1
Affinity Wealth
3452
Affinity Wealth
Ohio
$189M +$2.94M +2% 1.42% – 50 58% 0.6
CF
3453
Carlson Financial
Oregon
$189M -$7M -4% 0.71% – 205 12.2% 0.7
BC
3454
Bulwark Capital
Florida
$189M +$11.3M +6% 0.94% – 112 11.61% 1.1
Bay Capital Advisors
3455
Bay Capital Advisors
Virginia
$189M +$2.42M +1% 0.6% – 111 6.31% 1.6
HCM
3456
Horrell Capital Management
Arkansas
$189M -$30M -14% 4.1% 55.6% 205 8.29% 7.3
Gutierrez Wealth Advisory
3457
Gutierrez Wealth Advisory
Arkansas
$188M +$15.4M +9% 1.31% – 82 17.07% 1.2
Rolek Wealth Management
3458
Rolek Wealth Management
Pennsylvania
$188M +$9.9M +6% 1.8% – 24 4.17% 1.2
ACMH
3459
Andar Capital Management (HK)
Hong Kong
$188M -$34.5M -15% 15.1% 863% 16 37.5% 0.5
Farrow Financial
3460
Farrow Financial
Vermont
$188M +$914K +0.5% 1.09% 79.9% 56 5.36% 2.3
Atmos Advisory
3461
Atmos Advisory
Pennsylvania
$188M -$3.51M -2% 2.67% 31.9% 21 4.76% 4.5
FFG Retirement Advisors
3462
FFG Retirement Advisors
Colorado
$188M -$1.08M -0.6% 2.14% 43.4% 48 27.08% 1.8
Palacios Wealth Management
3463
Palacios Wealth Management
Florida
$188M +$18.5M +11% 8.88% – 85 12.94% 1.3
Dynamic Wealth Strategies
3464
Dynamic Wealth Strategies
California
$188M -$19.1K -0% 0.14% 52.2% 305 6.89% 1.5
Keystone Financial Group (Georgia)
3465
Keystone Financial Group (Georgia)
Georgia
$188M -$2.82M -1% 1.34% – 122 4.92% 1.5
Vista Finance
3466
Vista Finance
Missouri
$188M +$8.78M +5% 4.06% 50.7% 71 25.35% 1.4
RS
3467
R Squared
Hong Kong
$188M -$2.81M -1% 0.42% – 726 59.37% 0.4
BCM
3468
BML Capital Management
Indiana
$188M +$11.6M +7% 4.01% 376% 21 19.05% 1.3
Fingerlakes Wealth Management
3469
Fingerlakes Wealth Management
New York
$187M +$1.63M +0.9% 1.73% 92.1% 103 9.71% 3.7
TA
3470
TPG Advisors
Illinois
$187M +$5.03M +3% 0.9% – 120 5.83% 1.7
Zynergy Retirement Planning
3471
Zynergy Retirement Planning
New Jersey
$187M +$2.82M +2% 2.51% – 26 3.85% 2.2
BF
3472
Baring Financial
Washington
$187M +$5.44M +3% 2.4% – 92 15.22% 1.3
LeConte Wealth Management
3473
LeConte Wealth Management
Tennessee
$187M +$3.6M +2% 1.73% – 212 22.64% 0.8
Farrell Financial
3474
Farrell Financial
New York
$187M +$1.98M +1% 0.91% 57.8% 84 4.76% 2.1
RIAL
3475
Rothwell Investment Advisors, LLC
Massachusetts
$187M – – 4.24% – 1,140 – 0