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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)
Meadow Creek Wealth Advisors
3676
Meadow Creek Wealth Advisors
Georgia
$170M +$6M +4% 2.57% 101% 149 16.78% 3.6
Aegis Wealth Management (Iowa)
3677
Aegis Wealth Management (Iowa)
Iowa
$170M +$14.6M +9% 0.29% – 143 25.17% 0.5
Penbrook Management
3678
Penbrook Management
New York
$169M +$12.7M +8% 1.85% 107% 106 8.49% 5.8
Rare Wolf Capital
3679
Rare Wolf Capital
Washington
$169M +$13.5M +9% 10.4% – 127 13.39% 0.7
Community Bank of Raymore
3680
Community Bank of Raymore
Missouri
$169M -$624K -0.4% 3.41% 91.9% 79 11.39% 6.4
Williams & Novak
3681
Williams & Novak
California
$169M +$17.8M +12% 1.18% 61.6% 163 19.02% 1.6
Planning Strategies
3682
Planning Strategies
Pennsylvania
$169M +$8.58M +5% 1.24% – 1,198 14.11% 0.2
Pacific Park Financial
3683
Pacific Park Financial
California
$169M -$3.41M -2% 0.48% – 82 7.32% 0.7
bLong Financial
3684
bLong Financial
Tennessee
$169M +$15.3M +10% 8.75% – 86 11.63% 1.4
AI
3685
Axecap Investments
Ohio
$169M -$12.1M -7% 0.41% – 87 27.59% 0.8
3WPFI
3686
365 WMG Private Fund I
Ohio
$169M – – 0.41% – 77 – 0
MWS
3687
MFA Wealth Services
California
$169M +$1.06M +0.6% 0.03% – 136 3.68% 1.4
Piedmont Capital Management (North Carolina)
3688
Piedmont Capital Management (North Carolina)
North Carolina
$168M +$4.69M +3% 2.58% – 134 14.93% 0.6
Azarias Capital Management
3689
Azarias Capital Management
Pennsylvania
$168M -$61.4M -27% 2.53% 58.2% 24 8.33% 2.8
Vann Equity Management
3690
Vann Equity Management
Texas
$168M +$3.5M +2% 5.18% – 189 19.05% 0.4
CSI
3691
Cross Staff Investments
New York
$168M -$9.5M -5% 1.32% 80.3% 136 6.62% 3.7
Gordian Advisors
3692
Gordian Advisors
Arizona
$168M -$2.15M -1% 0.16% 55.4% 65 7.69% 1.7
RiverTree Advisors
3693
RiverTree Advisors
Florida
$168M -$1.48M -0.9% 1.01% 25.4% 84 30.95% 1.7
Orca Wealth Management
3694
Orca Wealth Management
Florida
$168M +$1.2M +0.7% 0.64% – 89 12.36% 1.3
Vilga Financial Planning
3695
Vilga Financial Planning
New Jersey
$168M +$35.6M +27% 1.72% – 105 14.29% 0.6
AdviceOne Advisory Services
3696
AdviceOne Advisory Services
Connecticut
$168M -$9.41M -5% 3.65% – 46 10.87% 1.3
VFS
3697
Valpey Financial Services
New Hampshire
$167M -$572K -0.3% 1.2% – 77 2.6% 1.2
Good Steward Wealth Advisors
3698
Good Steward Wealth Advisors
Tennessee
$167M +$1.7M +1% 0.3% – 72 13.89% 1.3
Davis Capital Management
3699
Davis Capital Management
Florida
$167M -$1.66M -1% 1.78% – 1,379 22.7% 1.5
Jordan Park Trust
3700
Jordan Park Trust
New Hampshire
$167M +$23.9M +17% 16.6% – 17 11.76% 1.3