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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, 421 funds (~5%) 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 Time
Held (Qtrs)
BFS
326
Burr Financial Services
California
$164M +$2.39M +1% 3.08% 478% 31 32.26% 6.8
PP
327
Paladin Partners
Wisconsin
$162M +$11.2M +7% 2.39% – 218 9.63% 2.9
PAM
328
PartnerRe Asset Management
Connecticut
$162M +$20.1M +14% 2.62% – 3 33.33% 2
EB
329
Exchange Bank
California
$162M +$955K +0.6% 1.75% 75.2% 135 8.15% 9.7
MFG
330
Mendota Financial Group
Wisconsin
$161M -$127K -0.1% 1.76% 50.1% 34 8.82% 8.9
AWA
331
Arbor Wealth Advisors
Michigan
$161M -$2.99M -2% 1.82% 58.7% 62 6.45% 8.7
HWM
332
Horizons Wealth Management
North Carolina
$160M – – 1.83% – 165 – 13.5
CCP
333
Crocodile Capital Partners
Germany
$160M +$13.1M +9% 2.08% 126% 13 7.69% 5.2
BTC
334
Bank & Trust Company
Illinois
$159M +$573K +0.4% 4% – 309 2.27% 7.9
MSA
335
McAlister Sweet & Associates
Texas
$158M -$28.8M -15% 2.53% 83.6% 42 19.05% 7.5
DWM
336
DKM Wealth Management
California
$158M +$4.93M +3% 0.68% – 77 5.19% 5.6
JWM
337
JP Wealth Management
South Carolina
$158M -$1.02M -0.6% 1.04% – 14 0% 6
GFA
338
Gladwyn Financial Advisors
Virginia
$157M -$3.3M -2% 1.22% – 82 1.22% 4.9
PF
339
Prota Financial
Texas
$157M +$4.61M +3% 0.41% – 71 4.23% 2.8
KAM
340
Kopion Asset Management
Texas
$156M -$1.73M -1% 4.38% 80.5% 21 4.76% 17.2
WCM
341
Winebrenner Capital Management
Kentucky
$155M -$8.78M -5% 0.54% – 161 13.04% 5.4
ML
342
MTCO Ltd
$155M -$116M -43% 26.3% – 6 33.33% 1.7
MAFA
343
MJT & Associates Financial Advisory
Minnesota
$155M +$3.41M +2% 0.33% – 490 15.92% 4.9
RBC
344
Rye Brook Capital
Connecticut
$154M +$11.9M +8% 0.98% 77.2% 44 18.18% 4.2
SA
345
Sincerus Advisory
New York
$153M +$6.01M +4% 0.83% – 87 6.9% 5.5
HFAS
346
Hummer Financial Advisory Services
Illinois
$153M +$984K +0.6% 3.87% 71.8% 135 10.37% 17
SCFS
347
Stewardship Concepts Financial Services
Washington
$153M +$4.05M +3% 0.2% – 74 10.81% 2.4
HCA
348
Harpswell Capital Advisors
Maine
$152M -$3.42M -2% 1.41% – 53 32.08% 2.6
AT
349
Adelphi Trust
Florida
$152M +$1.24M +0.8% 3.57% – 120 10.83% 2.5
RB
350
Robert Bosch
Germany
$151M -$15M -9% 5.73% – 3 0% 5.3