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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)
Stage Harbor Financial
3601
Stage Harbor Financial
Massachusetts
$176M +$2.87M +2% 0.12% 56.4% 68 11.76% 1.9
Guerra Pan Advisors
3602
Guerra Pan Advisors
New Jersey
$176M -$3.29M -2% 3.16% 149% 119 5.88% 3.4
Forthright Family Wealth Advisory
3603
Forthright Family Wealth Advisory
Texas
$176M -$927K -0.5% 0.34% 60.2% 58 5.17% 1.5
Dedeker Financial
3604
Dedeker Financial
Minnesota
$176M -$251K -0.1% 2.56% – 60 15% 0.6
Andera Partners
3605
Andera Partners
$176M -$30.8M -15% 0.51% – 8 12.5% 0.6
Herbst Group
3606
Herbst Group
Connecticut
$176M -$7.78M -4% 0.31% 142% 84 36.9% 1.5
Orser Capital Management
3607
Orser Capital Management
Texas
$176M -$26M -13% 0.8% 128% 68 19.12% 3.7
Southern Capital Services
3608
Southern Capital Services
Alabama
$176M -$2.61M -1% 1.15% – 31 9.68% 0.7
Sugar Maple Asset Management
3609
Sugar Maple Asset Management
Wisconsin
$175M +$20.3M +13% 5.88% – 98 26.53% 1.3
Cathy Pareto & Associates
3610
Cathy Pareto & Associates
Florida
$175M +$4.87M +3% 1.04% – 106 11.32% 1.4
Salvus Wealth Management
3611
Salvus Wealth Management
New Jersey
$175M -$3.1M -2% 1.69% 108% 137 12.41% 3.2
TPC
3612
Twin Peaks Capital
$175M -$27.8M -14% 5.18% – 30 50% 0.3
OMC Financial Services
3613
OMC Financial Services
New York
$175M -$127M -42% 8.93% – 63 53.97% 2.2
Braun-Bostich & Associates
3614
Braun-Bostich & Associates
Pennsylvania
$175M -$4.01M -2% 0.26% 64.5% 145 13.79% 2.2
SGH
3615
Sivik Global Healthcare
Connecticut
$175M +$43.4M +33% 10.7% 83.8% 46 50% 1.8
Bannerman Wealth Management Group
3616
Bannerman Wealth Management Group
Texas
$175M +$3.31M +2% 0.64% – 39 10.26% 1.4
Longview Financial Advisors
3617
Longview Financial Advisors
Alabama
$175M +$3.72M +2% 2.78% 47.4% 48 14.58% 2.2
Marshall & Sterling Wealth Advisors
3618
Marshall & Sterling Wealth Advisors
New York
$175M +$5.78M +3% 0.16% – 383 15.14% 1.4
Cedar Point Capital Partners
3619
Cedar Point Capital Partners
Iowa
$175M +$812K +0.5% 0.16% 55.4% 82 14.63% 1.9
Arlington Capital Management
3620
Arlington Capital Management
Illinois
$174M +$13.6M +8% 3.4% 146% 135 33.33% 1
Wildcat Capital Management
3621
Wildcat Capital Management
New York
$174M -$54.1M -24% 23.8% 77.7% 6 66.67% 1.9
Providence Wealth Advisors
3622
Providence Wealth Advisors
Illinois
$174M +$4.6M +3% 3.01% 121% 89 6.74% 5.3
Hopwood Financial Services
3623
Hopwood Financial Services
Virginia
$174M +$1.68M +1% 0.36% – 95 8.42% 1.5
Elevate Capital Advisors
3624
Elevate Capital Advisors
Colorado
$174M -$7.58M -4% 1.32% – 87 31.03% 1
NDWM LLC
3625
NDWM LLC
California
$174M +$4.06M +2% 0.43% 50.3% 42 7.14% 1.7