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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)
Del-Sette Capital Management
3651
Del-Sette Capital Management
New York
$172M +$506K +0.3% 0.41% 112% 57 26.32% 2.3
Waypoint Wealth Counsel
3652
Waypoint Wealth Counsel
Georgia
$172M +$11.8M +7% 4.56% 111% 181 27.62% 1.8
Lugano Financial Advisors SA (LFA)
3653
Lugano Financial Advisors SA (LFA)
Switzerland
$171M +$5.32M +3% 1.56% 51.3% 296 26.01% 2.4
MontVue Capital Management
3654
MontVue Capital Management
Virginia
$171M -$2.5M -1% 0.56% 76% 78 6.41% 2.2
Lakeside Advisors
3655
Lakeside Advisors
Washington
$171M +$12.4M +8% 9.32% 83.7% 70 12.86% 3.7
CE
3656
Cornerstone Enterprises
Wisconsin
$171M -$50.9M -23% 0.87% 85.7% 56 33.93% 1.1
TopTier Wealth Management
3657
TopTier Wealth Management
Wisconsin
$171M +$5.56M +3% 0.77% – 138 7.25% 0.7
Evansbrook
3658
Evansbrook
Illinois
$171M +$3.45M +2% 2.38% – 130 5.38% 0.7
SLT Holdings
3659
SLT Holdings
Arizona
$171M +$8.26M +5% 11.7% – 196 44.39% 0.8
Northland Securities
3660
Northland Securities
Minnesota
$171M -$736K -0.4% 0.91% – 121 12.4% 0.7
MQS Management
3661
MQS Management
New York
$171M +$89M +109% 5.77% 4.55% 545 81.83% 0.1
Fairscale Capital
3662
Fairscale Capital
New Hampshire
$171M +$3.47M +2% 4.82% – 553 20.61% 1.5
Petros Family Wealth
3663
Petros Family Wealth
Minnesota
$171M +$7.35M +4% 1.77% – 146 17.81% 1.2
Hahn Capital Management
3664
Hahn Capital Management
California
$171M +$5.76M +3% 6.91% 71.7% 33 21.21% 7.3
Marathon Strategic Advisors
3665
Marathon Strategic Advisors
Pennsylvania
$171M -$6.45M -4% 3.56% 110% 53 11.32% 1.8
Stolz & Associates
3666
Stolz & Associates
Washington
$171M +$10.4M +6% 0.59% – 42 26.19% 0.5
State of Wisconsin - Board of Commissioners of Public Lands
3667
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$171M +$17.8M +12% 2.33% 4.78% 7 14.29% 3
Granite Islands Private Wealth
3668
Granite Islands Private Wealth
Connecticut
$170M +$35.2M +26% 5.24% – 94 25.53% 0.6
Capstone Wealth Management Group (Oregon)
3669
Capstone Wealth Management Group (Oregon)
Oregon
$170M +$4.06M +2% 2.78% – 129 9.3% 1.3
Sarver Vrooman Wealth Advisors
3670
Sarver Vrooman Wealth Advisors
Missouri
$170M +$2.21M +1% 1.38% – 152 11.18% 1.3
Pensionfund DSM Netherlands
3671
Pensionfund DSM Netherlands
Netherlands
$170M -$24.4M -13% 7.06% 36.9% 76 5.26% 8.5
Apex Wealth Management
3672
Apex Wealth Management
New Hampshire
$170M +$6.17M +4% 0.97% – 70 24.29% 1.1
Credit Capital Investments
3673
Credit Capital Investments
New Jersey
$170M -$4.77M -3% 1.01% 500% 51 37.25% 1.8
Mainstream Capital Management
3674
Mainstream Capital Management
California
$170M +$3.79M +2% 3.07% – 304 71.05% 0.5
Hemming & Wealth Management
3675
Hemming & Wealth Management
Michigan
$170M +$5.55M +3% 1.17% – 16 0% 0.7