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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)
Sweeney & Michel
3576
Sweeney & Michel
California
$376M -$5.05M -1% 1.51% – 172 8.14% 2.3
HNH
3577
Hopwood Nicholas Hunter
$376M +$11.1M +3% 0.52% – 142 11.97% 0.6
Veery Capital
3578
Veery Capital
Delaware
$375M +$2.96M +0.8% 0.12% 63.4% 109 15.6% 3.3
SC
3579
Schiavi & Co
Delaware
$375M -$3.35M -0.9% 1.33% 43.6% 60 8.33% 2.4
Headlands Technologies
3580
Headlands Technologies
Illinois
$375M -$567M -60% 5.82% 178% 823 83.48% 0.3
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
3581
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$375M -$60.4M -14% 3.58% – 2 0% 1.5
FSB Premier Wealth Management
3582
FSB Premier Wealth Management
Iowa
$375M +$20M +6% 1.23% 61% 275 14.91% 3.1
Pinnacle Bancorp
3583
Pinnacle Bancorp
Nebraska
$375M -$9.5M -2% 1.31% 72.9% 950 5.79% 5.1
White Mountains Insurance Group
3584
White Mountains Insurance Group
New Hampshire
$375M -$18.7M -5% 9.72% 107% 2 0% 3.3
MJP
3585
Michael J. Puzo
$375M -$13.1M -3% 3.5% 104% 69 10.14% 7.4
KA
3586
Kooman & Associates
Pennsylvania
$375M +$2.32M +0.6% 0.77% 66% 57 7.02% 2.6
ShankerValleau Wealth Advisors
3587
ShankerValleau Wealth Advisors
Illinois
$374M -$5.14M -1% 1.01% 60.3% 50 22% 2.4
StrongBox Wealth
3588
StrongBox Wealth
Missouri
$374M +$23.3M +7% 1.26% 63.9% 358 27.37% 1.2
PCJ Investment Counsel
3589
PCJ Investment Counsel
Ontario, Canada
$374M +$25.8M +7% 4.32% 178% 70 21.43% 3.4
BFCFSI
3590
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$374M -$370M -50% 4.16% – 2,749 59.73% 1.4
Everpar Advisors
3591
Everpar Advisors
Oklahoma
$374M +$22.1M +6% 3.84% 130% 334 16.47% 1.7
Morling Financial Advisors
3592
Morling Financial Advisors
California
$374M +$13.5M +4% 0.33% 97.6% 154 26.62% 2.1
Cypress Financial Planning
3593
Cypress Financial Planning
New Jersey
$373M -$39.4M -10% 1.9% 41.2% 116 17.24% 2
Pine Harbor Wealth Management
3594
Pine Harbor Wealth Management
Maryland
$373M -$20.8K -0% 0.83% 59.8% 117 11.97% 2.1
HealthInvest Partners
3595
HealthInvest Partners
Sweden
$373M +$1.69M +0.5% 2.14% 146% 43 18.6% 1.9
Powszechne Towarzystwo Emerytalne Allianz Polska
3596
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$373M +$76.8M +26% 1.94% – 13 23.08% 1.7
Watershed Private Wealth
3597
Watershed Private Wealth
Illinois
$373M +$18.2M +5% 1.58% 80.3% 129 17.05% 2.3
LA
3598
LFL Advisers
Illinois
$373M -$815K -0.2% 4.27% 73.9% 10 10% 6.9
Lisanti Capital Growth
3599
Lisanti Capital Growth
New York
$373M -$81.7M -18% 16.6% 1,588% 161 73.29% 0.4
MKC
3600
M. Kraus & Co
Vermont
$373M -$4.18M -1% 3.17% 65.9% 88 7.95% 6.9