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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)
Stillwater Wealth Management Group
3476
Stillwater Wealth Management Group
Florida
$187M +$7.1M +4% 2.81% – 78 16.67% 1.4
Arsenal Capital Advisors
3477
Arsenal Capital Advisors
Pennsylvania
$187M +$17.4M +10% 5.96% – 114 10.53% 0.6
BXM Wealth
3478
BXM Wealth
Colorado
$187M +$2.97M +2% 1.91% – 172 13.95% 1.1
Hidden Cove Wealth Management
3479
Hidden Cove Wealth Management
Washington
$187M +$5.2M +3% 3.59% – 164 28.05% 0.8
Shade Tree Advisors
3480
Shade Tree Advisors
New York
$187M +$15M +9% 2.61% – 69 65.22% 0.5
Erickson Financial Group
3481
Erickson Financial Group
Pennsylvania
$187M +$35.9K +0% 0.77% 69.3% 25 0% 4
General Partner Inc
3482
General Partner Inc
Pennsylvania
$187M +$751K +0.4% 1.97% 83.1% 171 4.09% 3
GCA
3483
Gallagher Capital Advisors
Texas
$187M +$11.6M +7% 9.79% – 77 15.58% 1.1
Foundation Wealth Management (Missouri)
3484
Foundation Wealth Management (Missouri)
Missouri
$186M +$17.2M +10% 2.97% 74.9% 67 31.34% 1.9
CPC
3485
CFC Planning Company
Indiana
$186M +$15.3M +9% 4.47% – 80 27.5% 1.2
EIM
3486
Ervin Investment Management
Washington
$186M +$2.13M +1% 2.84% 92.9% 47 2.13% 3.4
Granite FO LLC
3487
Granite FO LLC
New Hampshire
$186M -$2.88M -2% 0.91% 112% 172 0.58% 2.4
CFA
3488
Collaborative Fund Advisors
Nevada
$186M +$14.3M +8% 5.13% – 240 50.83% 0.3
Alan N. Hoffman Investment Management
3489
Alan N. Hoffman Investment Management
Massachusetts
$186M +$16.7M +10% 13% 114% 14 0% 4.4
Sage Advisory Services
3490
Sage Advisory Services
Texas
$186M -$17.6M -9% 0.57% 37.8% 47 12.77% 3.7
Opinicus Capital
3491
Opinicus Capital
Florida
$186M -$1.2M -0.6% 2.62% 129% 107 10.28% 2.2
FSLI
3492
Funde Sino Life Insurance
China
$186M -$121M -40% 24.2% – 8 62.5% 0.2
Investment Partners Asset Management
3493
Investment Partners Asset Management
New Jersey
$186M +$5.64M +3% 3.26% 86.1% 178 5.06% 2.1
BWM
3494
BCO Wealth Management
New Mexico
$185M +$2.11M +1% 1.23% – 45 6.67% 1.5
CFP
3495
Comprehensive Financial Planning
Pennsylvania
$185M -$2.14M -1% 4.43% – 462 20.35% 1.3
Flavin Financial Services
3496
Flavin Financial Services
Florida
$185M +$9.7M +6% 2.13% – 83 9.64% 1.3
Live Oak Investment Partners
3497
Live Oak Investment Partners
Texas
$185M -$639K -0.3% 1.62% – 96 7.29% 2.3
Paladin Wealth
3498
Paladin Wealth
Minnesota
$185M +$13.1M +8% 0.79% – 159 17.61% 1.2
WinCap Financial
3499
WinCap Financial
Massachusetts
$185M -$166K -0.1% 1.47% – 93 9.68% 1.3
Hilton Head Capital Partners
3500
Hilton Head Capital Partners
South Carolina
$185M -$13.5M -7% 1.26% – 935 8.66% 0.7