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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)
Pillar Financial Advisors
3526
Pillar Financial Advisors
Kentucky
$183M -$8.36M -4% 0.9% – 125 19.2% 1.5
Robinson Value Management
3527
Robinson Value Management
Texas
$183M -$4.09M -2% 1.82% 79.3% 82 14.63% 3.4
DecisionMap Wealth Management
3528
DecisionMap Wealth Management
Virginia
$183M +$3.9M +2% 2.33% – 147 6.8% 1.4
Fee-Only Financial Planning
3529
Fee-Only Financial Planning
South Carolina
$182M -$4.27M -2% 0.09% 72.6% 45 4.44% 3.1
Forbes Financial Planning
3530
Forbes Financial Planning
Rhode Island
$182M -$4.12M -2% 0.62% 52.3% 39 5.13% 2.7
Hudson Canyon Capital Management
3531
Hudson Canyon Capital Management
New York
$182M -$4.71M -3% 5.82% 182% 52 5.77% 3.4
Ridgepath Capital Management
3532
Ridgepath Capital Management
Tennessee
$182M -$44.4M -20% 0.45% 73.5% 62 17.74% 1.7
GA
3533
Gagnon Advisors
New York
$182M +$24.8M +16% 22.9% 214% 26 19.23% 4.7
Innealta Capital
3534
Innealta Capital
Texas
$182M -$5.4M -3% 0.16% 69.8% 101 34.65% 2.5
TLW Wealth Management
3535
TLW Wealth Management
Florida
$182M +$5.13M +3% 3.75% 98.3% 23 13.04% 4.3
Andrews Lucia Wealth Management
3536
Andrews Lucia Wealth Management
California
$182M -$9.46M -5% 0.33% 64% 40 17.5% 3
BNB Wealth Management
3537
BNB Wealth Management
Maryland
$182M -$1.31M -0.7% 0.25% – 100 12% 0.7
Brewster Financial Planning
3538
Brewster Financial Planning
New York
$181M -$644K -0.4% 1.83% 44.3% 31 3.23% 2.8
Addis & Hill
3539
Addis & Hill
Pennsylvania
$181M $0 0% 0.58% 65.1% 29 0% 2.3
Ledgewood Wealth Advisors
3540
Ledgewood Wealth Advisors
New Hampshire
$181M -$6.88M -4% 1.43% 42.8% 79 10.13% 2.2
TI-Trust
3541
TI-Trust
Illinois
$181M -$4.64M -2% 2.03% 88.8% 135 2.96% 4.9
W.H. Cornerstone Investments
3542
W.H. Cornerstone Investments
Massachusetts
$181M +$4.4M +2% 1.68% 58.2% 144 7.64% 2.1
Columbia Advisory Partners
3543
Columbia Advisory Partners
Washington
$181M -$112K -0.1% 1.06% 69.7% 121 25.62% 1.8
Dean Jacobson Financial Services
3544
Dean Jacobson Financial Services
Texas
$181M -$556K -0.3% 1.01% 59.6% 23 4.35% 1.6
Gaddis Premier Wealth Advisors
3545
Gaddis Premier Wealth Advisors
Oklahoma
$181M +$16.4M +10% 0.01% – 117 21.37% 0.5
WealthTrust Asset Management
3546
WealthTrust Asset Management
Florida
$181M -$3.79M -2% 1.1% 102% 121 20.66% 2
Canandaigua National Trust of Florida
3547
Canandaigua National Trust of Florida
New York
$181M – – 1.65% – 143 – 1.2
Madrid Financial Services
3548
Madrid Financial Services
California
$181M -$8.13M -4% 1.65% – 29 24.14% 1
Holcombe Financial
3549
Holcombe Financial
Georgia
$181M +$3.7M +2% 3.3% – 53 7.55% 1.3
WFG
3550
Wormser Freres Gestion
France
$181M +$3.74M +2% 6.05% 67.4% 74 14.86% 1.4