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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, 4,060 funds (~45%) 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)
Challenger Wealth Management
3526
Challenger Wealth Management
California
$137M +$1.13M +0.8% 3.16% – 66 6.06% 1.6
Robocap Asset Management
3527
Robocap Asset Management
United Kingdom
$137M +$12.9M +10% 3.63% 274% 24 12.5% 2
Aventus Investment Advisors
3528
Aventus Investment Advisors
Florida
$137M +$377K +0.3% 0.96% – 181 17.68% 0.9
Aegon USA Investment Management
3529
Aegon USA Investment Management
Iowa
$137M -$2.88M -2% 0.27% 44.9% 47 14.89% 2.1
Titan Investment Management
3530
Titan Investment Management
Indiana
$137M +$1.75M +1% 3.84% – 52 50% 0.5
TT Capital Management
3531
TT Capital Management
California
$137M +$8.42M +7% 2.49% – 91 19.78% 1
AA
3532
Alpha Advisors
Virginia
$137M +$3.68M +3% 2.88% – 53 9.43% 1.4
Financial Planning Fort Collins
3533
Financial Planning Fort Collins
Colorado
$137M +$4.68M +4% 2.35% – 34 2.94% 0.7
OF
3534
Outfitter Financial
Maine
$137M -$5.93M -4% 0.65% 97.6% 80 7.5% 3.6
Chung Wu Investment Group
3535
Chung Wu Investment Group
Texas
$137M -$15.5M -10% 2.83% – 330 27.27% 0.9
Koenig Investment Advisory
3536
Koenig Investment Advisory
Oregon
$137M +$7.85M +6% 2.68% – 38 2.63% 0.7
Roan Capital Partners
3537
Roan Capital Partners
Tennessee
$137M +$16M +13% 0.54% – 81 7.41% 0.4
ICG Advisors
3538
ICG Advisors
California
$136M +$106M +354% 1.37% – 7 28.57% 0.5
TABR Capital Management
3539
TABR Capital Management
California
$136M +$19.1M +16% 0.27% – 82 62.2% 0.6
Targeted Financial Services
3540
Targeted Financial Services
Florida
$136M +$906K +0.7% 0.53% – 67 11.94% 0.6
Summit Financial Consulting
3541
Summit Financial Consulting
Michigan
$136M -$11.1M -8% 1.6% – 53 16.98% 1
Lynch Investment Planning
3542
Lynch Investment Planning
Pennsylvania
$136M +$6.17M +5% 0.91% – 232 75.86% 0.2
Seelaus Asset Management
3543
Seelaus Asset Management
New Jersey
$136M -$6.08M -4% 3.88% 134% 216 17.59% 3.3
Eagle Wealth Advisors
3544
Eagle Wealth Advisors
Connecticut
$136M +$5.1M +4% 4.65% – 103 3.88% 0.6
Avail Investment Partners
3545
Avail Investment Partners
Pennsylvania
$136M +$6.25M +5% 3.5% – 225 20.44% 0.4
Industrial Alliance Investment Management
3546
Industrial Alliance Investment Management
Quebec, Canada
$136M -$76.4M -36% 0.18% 88.8% 8 0% 3.4
Donalies Financial Planning
3547
Donalies Financial Planning
District of Columbia
$136M +$366K +0.3% 0.81% – 82 9.76% 0.7
CrossGen Wealth
3548
CrossGen Wealth
North Carolina
$136M +$7.29M +6% 7.07% – 231 19.91% 0.7
SeedSafe Financial
3549
SeedSafe Financial
Texas
$136M -$3.25M -2% 1.31% – 42 14.29% 0.6
Finward Bancorp
3550
Finward Bancorp
Indiana
$136M +$3.77M +3% 3.04% – 109 7.34% 1.6