We are live on ! Find out more

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)
Collar Capital Management
3701
Collar Capital Management
Wisconsin
$167M -$2.4M -1% 4.32% – 75 12% 1.4
Avantra Family Wealth
3702
Avantra Family Wealth
Pennsylvania
$167M +$10.4M +7% 4.77% – 178 16.29% 1.1
SMP
3703
Santa Monica Partners
Florida
$167M -$18.4M -10% 7.02% 102% 13 0% 6.6
GreatBanc Trust
3704
GreatBanc Trust
Illinois
$167M +$5.75M +4% 0.36% – 71 8.45% 0.9
Macroview Investment Management
3705
Macroview Investment Management
Maryland
$167M +$4.87M +3% 1.92% 76.6% 112 10.71% 4.7
Alpha Wealth Funds
3706
Alpha Wealth Funds
Utah
$167M -$16.6M -9% 0.16% – 76 60.53% 0.7
BRWM
3707
Blue Rock Wealth Management
North Carolina
$167M -$12.9M -7% 3.02% – 120 18.33% 1.3
Silvia McColl Wealth Management
3708
Silvia McColl Wealth Management
California
$167M +$314K +0.2% 1.73% 82.7% 125 8% 3
Westco Advisory Services
3709
Westco Advisory Services
New York
$166M +$775K +0.5% 2.85% – 103 8.74% 0.7
Hickory Point Bank & Trust
3710
Hickory Point Bank & Trust
Illinois
$166M +$1.4M +0.8% 1.53% – 485 12.99% 0.8
Lifetime Wealth Management
3711
Lifetime Wealth Management
Texas
$166M -$5.16M -3% 4.08% – 93 8.6% 0.7
Cottonwood Capital Advisors
3712
Cottonwood Capital Advisors
Utah
$166M +$176K +0.1% 1.42% 79% 91 4.4% 3.9
MidAtlantic Capital Management
3713
MidAtlantic Capital Management
Virginia
$166M +$5.14M +3% 0.37% 61.2% 251 65.74% 0.8
LDIC Inc
3714
LDIC Inc
$166M +$6.39M +4% 4.54% – 25 24% 0.3
Cogent Private Wealth
3715
Cogent Private Wealth
Florida
$166M +$5.86M +4% 0.18% – 131 15.27% 0.6
Albert D. Mason Inc
3716
Albert D. Mason Inc
Massachusetts
$166M -$10.2M -6% 1.89% 83.4% 147 10.2% 5.8
Seven Hills Financial
3717
Seven Hills Financial
Florida
$166M – – 1.69% – 109 – 0
MJPC
3718
Michael J. Porro & Co
New Jersey
$166M -$10.1M -6% 2.02% – 150 18% 0.6
MA
3719
McBroom & Associates
Nevada
$165M -$33.4M -17% 2.7% 148% 38 15.79% 3.2
JDH Wealth Management
3720
JDH Wealth Management
California
$165M +$1.09M +0.7% 0.08% – 64 12.5% 1.4
Macco Financial Group
3721
Macco Financial Group
Wisconsin
$165M +$11.5M +7% 0.71% – 25 12% 0.6
Mascagni Wealth Management
3722
Mascagni Wealth Management
Mississippi
$165M +$4.36M +3% 2.34% – 148 9.46% 1.3
Nautilus Advisors
3723
Nautilus Advisors
California
$165M -$4.33M -3% 1.5% – 186 11.29% 1.3
Navigate Wealth Management
3724
Navigate Wealth Management
Alabama
$165M +$3.87M +2% 0.22% – 87 16.09% 0.4
FIG Financial Advisory Services
3725
FIG Financial Advisory Services
Oklahoma
$165M -$5.51M -3% 0.91% – 107 71.96% 0.4