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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, 7,143 funds (~80%) 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)
Keating Investment Counselors
3526
Keating Investment Counselors
Florida
$382M +$17.7M +5% 5.48% 50% 62 8.06% 6.8
TM
3527
TigerOak Management
New Mexico
$382M +$25.8M +7% 6.7% – 141 4.96% 1.4
FC Advisory
3528
FC Advisory
Pennsylvania
$382M +$4.04M +1% 1.21% 46.6% 121 9.09% 5.9
HWM
3529
HFR Wealth Management
New York
$381M -$28.2M -7% 0.21% 51.4% 54 5.56% 4.4
GFG Capital
3530
GFG Capital
Florida
$381M +$17.9M +5% 7.4% 152% 105 20% 2.9
Congress Park Capital
3531
Congress Park Capital
New York
$381M +$10.5M +3% 0.96% 99.9% 146 19.18% 3.9
Kaleidoscope Capital
3532
Kaleidoscope Capital
Massachusetts
$381M +$110M +41% 42.5% – 20 35% 2.2
HighVista Strategies
3533
HighVista Strategies
Massachusetts
$381M -$57.7M -13% 2.4% 561% 171 34.5% 1.2
360 Financial
3534
360 Financial
Minnesota
$381M -$12.9M -3% 1.5% 86.1% 90 16.67% 3.3
SFMG
3535
Sage Financial Management Group
Virginia
$381M +$16.8M +5% 0.63% 51.6% 64 9.38% 2
New Wave Wealth Advisors
3536
New Wave Wealth Advisors
Arkansas
$380M +$13M +4% 0.5% – 236 24.58% 1.1
Alpha Financial Advisors
3537
Alpha Financial Advisors
North Carolina
$380M -$1.76M -0.5% 0.76% 46.6% 121 8.26% 1.4
Luminvest Wealth Management
3538
Luminvest Wealth Management
Arizona
$380M -$49.9M -12% 1.12% 47.7% 59 23.73% 1.9
Kings Path Partners
3539
Kings Path Partners
Texas
$380M +$4.33M +1% 0.86% – 393 14.5% 1.4
Corundum Group
3540
Corundum Group
Colorado
$380M +$42.9M +13% 0.89% 89.5% 126 14.29% 4.8
Alta Wealth Advisors
3541
Alta Wealth Advisors
Massachusetts
$380M +$10.7M +3% 2.12% 134% 194 19.07% 2.3
Smart Money Group
3542
Smart Money Group
Texas
$380M -$10M -3% 2.26% 58.6% 90 7.78% 3.3
Websterrogers Financial Advisors
3543
Websterrogers Financial Advisors
South Carolina
$379M -$10.9M -3% 0.74% 46% 107 10.28% 3
Boyd Watterson Asset Management
3544
Boyd Watterson Asset Management
Ohio
$379M +$8.12M +2% 5.21% 116% 400 5.5% 5.2
denkapparat Operations
3545
denkapparat Operations
Germany
$379M +$73.3M +24% 1.6% – 455 22.42% 0.8
Davis Rea
3546
Davis Rea
Ontario, Canada
$379M +$28.6M +8% 10.3% 66.9% 46 13.04% 3.9
Starr Indemnity & Liability Company
3547
Starr Indemnity & Liability Company
New York
$379M +$2.23M +0.6% 0.46% – 5 20% 1.1
AB
3548
Atlas Brown
Kentucky
$379M +$6.68M +2% 3.03% 115% 244 6.15% 6.8
Concord Investment Counsel
3549
Concord Investment Counsel
California
$379M +$12.6M +3% 5.89% – 54 7.41% 1.6
Flynn Zito Capital Management
3550
Flynn Zito Capital Management
New York
$379M +$11.1M +3% 1.51% 109% 178 8.99% 2.2