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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)
Oxler Private Wealth
3601
Oxler Private Wealth
New York
$372M +$22.3M +6% 9.82% 119% 94 6.38% 4.2
Private Client Services
3602
Private Client Services
Kentucky
$372M -$9.16M -2% 1.1% 72% 271 29.89% 1.4
CVA
3603
Central Valley Advisors
California
$372M -$17.7M -5% 1.83% 77.8% 202 24.75% 1.8
Blackhawk Capital Partners
3604
Blackhawk Capital Partners
Wisconsin
$372M +$66M +22% 1.1% 92.9% 211 45.02% 1.5
Santori & Peters Inc
3605
Santori & Peters Inc
Pennsylvania
$372M +$17.3M +5% 3.73% 103% 88 7.95% 3.8
Veracity Capital
3606
Veracity Capital
Georgia
$372M +$1.23M +0.3% 1.86% 149% 248 20.56% 3.1
SA
3607
SAM Advisors
California
$372M +$5.26M +1% 0.92% 64.3% 49 2.04% 2.8
Argos Wealth Advisors
3608
Argos Wealth Advisors
California
$371M -$6.36M -2% 3.56% – 238 13.45% 0.6
Regimen Wealth
3609
Regimen Wealth
Georgia
$371M +$46.3K +0% 0.85% 37.8% 86 23.26% 2.2
Comprehensive Financial Consultants Institutional
3610
Comprehensive Financial Consultants Institutional
Indiana
$371M -$7.29M -2% 2.04% 78% 219 15.98% 2.8
Missouri Trust & Investment Company
3611
Missouri Trust & Investment Company
Missouri
$371M +$2.63M +0.7% 4.1% 81.6% 149 4.7% 4.3
Stone Summit Wealth
3612
Stone Summit Wealth
Florida
$370M -$23.8M -6% 0.35% 67% 145 6.21% 3.8
One Advisory Partners
3613
One Advisory Partners
Kansas
$370M +$2.85M +0.8% 1.25% 58.3% 79 22.78% 2.4
Rench Wealth Management
3614
Rench Wealth Management
Texas
$370M -$2.51M -0.7% 2.43% 121% 69 11.59% 5.5
Aspen Investment Management
3615
Aspen Investment Management
Michigan
$370M -$1.99M -0.5% 1.63% 92.6% 191 6.81% 6.2
Keeler & Nadler Financial Planning & Wealth Management
3616
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$370M +$17.5M +5% 0.48% 72.1% 89 8.99% 2.8
Commonwealth Retirement Investments
3617
Commonwealth Retirement Investments
Virginia
$370M +$1.34M +0.4% 2.87% 96.7% 415 69.4% 2.3
Wealth Effects
3618
Wealth Effects
Massachusetts
$370M -$964K -0.3% 1.52% 235% 270 11.85% 2.7
Solitude Financial Services
3619
Solitude Financial Services
Virginia
$370M +$8.29M +2% 1.64% 62.4% 42 9.52% 3.1
Reston Wealth Management
3620
Reston Wealth Management
Virginia
$369M -$2.08M -0.6% 0.18% 66.4% 72 11.11% 3.7
Fosun International
3621
Fosun International
China
$369M -$77.4M -17% 6.21% 37.8% 79 18.99% 1.7
Kentucky Farm Bureau Mutual Insurance
3622
Kentucky Farm Bureau Mutual Insurance
Kentucky
$369M +$8.41M +2% 4.5% 96.4% 70 1.43% 6.6
Seafarer Capital Partners
3623
Seafarer Capital Partners
California
$369M -$65.3M -15% 3.86% 61.3% 9 0% 3.8
FSA
3624
Financial Services Advisory
Maryland
$368M -$30.9M -8% 0.76% 82.5% 92 43.48% 1.2
PCA Investment Advisory Services
3625
PCA Investment Advisory Services
Ohio
$368M +$10M +3% 0.87% 71.4% 61 4.92% 2.5