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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)
SummerHaven Investment Management
3576
SummerHaven Investment Management
Connecticut
$179M -$7.72M -4% 4.81% 150% 323 78.33% 0.7
Capstone Capital
3577
Capstone Capital
Nevada
$179M +$3.63M +2% 0.32% 62.8% 27 11.11% 2
Refined Wealth Management
3578
Refined Wealth Management
Utah
$179M +$12.9M +8% 6.91% 99.4% 50 6% 2.6
Astra Wealth Partners
3579
Astra Wealth Partners
New Jersey
$179M -$9.5M -5% 1.53% – 120 24.17% 1.1
Cox Capital Management
3580
Cox Capital Management
Massachusetts
$179M -$1.14M -0.6% 2.04% 106% 84 15.48% 3.2
Fjell Capital
3581
Fjell Capital
North Dakota
$178M +$31.8M +22% 1.17% – 86 25.58% 1.1
M.E. Allison & Co
3582
M.E. Allison & Co
Texas
$178M +$4.58M +3% 1.12% – 201 7.46% 1.4
Accelerate Investment Advisors
3583
Accelerate Investment Advisors
California
$178M +$4.14M +2% 0.49% – 161 16.15% 1.3
Welch Financial Planning
3584
Welch Financial Planning
Colorado
$178M +$6.57M +4% 0.36% – 85 21.18% 0.5
Hartmann Taylor Wealth Management
3585
Hartmann Taylor Wealth Management
Texas
$178M +$27.1M +18% 0.95% – 64 20.31% 1.2
Strong Retirement Solutions
3586
Strong Retirement Solutions
Washington
$178M +$11.1M +7% 5.18% – 87 9.2% 0.7
Ariston Services Group
3587
Ariston Services Group
California
$178M -$3.44M -2% 2.65% 71.7% 73 5.48% 0.2
DeLarme Wealth Management
3588
DeLarme Wealth Management
California
$178M +$5.31M +3% 0.72% – 76 17.11% 0.6
Valley Brook Capital Group
3589
Valley Brook Capital Group
Pennsylvania
$178M +$1.31M +0.7% 3.86% 122% 123 6.5% 4
GK Wealth Management
3590
GK Wealth Management
Nevada
$178M -$12.8M -7% 1.33% – 1,634 86.05% 0
Patrick M. Sweeney & Associates
3591
Patrick M. Sweeney & Associates
Illinois
$177M +$3.28M +2% 2.84% 90.4% 181 7.18% 2.2
Wilkins Miller Wealth Management
3592
Wilkins Miller Wealth Management
Alabama
$177M -$4.76M -3% 0.2% – 99 8.08% 1.5
CWD
3593
Clarity Wealth Development
Oregon
$177M -$3.1M -2% 0.86% – 60 18.33% 1.2
Thor Investment Management
3594
Thor Investment Management
Ohio
$177M +$1.06M +0.6% 3.95% 122% 61 24.59% 1.9
Five Pine Wealth Management
3595
Five Pine Wealth Management
Idaho
$177M +$110K +0.1% 1.05% – 55 16.36% 1.4
Prentiss Smith & Co
3596
Prentiss Smith & Co
Vermont
$177M -$5.61M -3% 0.33% 67.4% 71 7.04% 6.3
Ridgeline Wealth
3597
Ridgeline Wealth
Arizona
$176M +$5.48M +3% 0.75% – 63 7.94% 1.3
Richardson Financial Services
3598
Richardson Financial Services
Massachusetts
$176M +$2.42K +0% 1.87% 77.4% 647 14.37% 1.8
Aurora Investment Managers
3599
Aurora Investment Managers
Florida
$176M +$12.8M +8% 12.2% 74.4% 53 3.77% 1.9
Brookmont Capital Management
3600
Brookmont Capital Management
Texas
$176M -$10.4M -6% 5.59% 32.2% 66 10.61% 6.2