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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, 421 funds (~5%) 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 Time
Held (Qtrs)
DCM
351
Dorato Capital Management
Colorado
$150M +$2.69M +2% 1.67% – 258 3.1% 2.9
EFG
352
Elm3 Financial Group
Georgia
$150M +$3.93M +3% 0.19% – 162 24.07% 4
CTA
353
Camelot Technology Advisors
California
$150M +$880K +0.6% 1.57% 71% 64 7.81% 8.7
CFG
354
Cassilly Financial Group
Maryland
$149M +$11.1M +8% 0.24% – 83 15.66% 2.3
GWM
355
Gilpin Wealth Management
Colorado
$148M +$3.22M +2% 1.43% – 1,484 32.48% 1.9
GAA
356
Green Alpha Advisors
Colorado
$148M -$1.44M -1% 7.35% 316% 120 14.17% 14.6
PRTG
357
Post Resch Tallon Group
New York
$146M +$1.07M +0.7% 0.71% – 151 17.22% 4.7
DWA
358
Delta Wealth Advisors
Indiana
$146M +$5.6M +4% 0.51% – 48 4.17% 7.1
PIC
359
Platt Investment Counsel
Florida
$145M -$3.96M -3% 1.93% 62.9% 15 6.67% 11
LC
360
Lawood & Co
Pennsylvania
$145M -$3.1M -2% 0.5% – 97 5.15% 2.8
NCTC
361
New Covenant Trust Company
Indiana
$144M +$11.8M +9% 2.38% – 115 10.43% 6.9
SA
362
Sacks & Associates
New Jersey
$143M -$4.99M -3% 0.31% – 83 8.43% 2.7
MCFP
363
Mallini Complete Financial Planning
Florida
$143M +$2.5M +2% 1.23% – 73 4.11% 5.1
MCM
364
Magnolia Capital Management
New York
$141M -$3.67M -3% 1.26% 85.9% 75 5.33% 18.8
RIA
365
Rhodes Investment Advisors
Texas
$141M +$5.11M +4% 4% – 141 21.99% 2.4
PWM
366
Partnership Wealth Management
Maryland
$140M -$7.78M -5% 1.26% 67.6% 69 5.8% 9.7
JRPIM
367
Journey Retirement Planning & Investment Management
Idaho
$140M +$11.3M +9% 4.21% – 181 20.99% 2.2
ICMP
368
Integrated Capital Management (Pennsylvania)
Pennsylvania
$139M -$3.83M -3% 1.35% 39.7% 66 13.64% 11.5
AWM
369
Athena Wealth Management
Nevada
$139M +$4.83M +4% 3.85% – 113 16.81% 2.3
MWM
370
MFG Wealth Management
Indiana
$138M -$2.09M -1% 1.65% – 69 18.84% 4.2
BHPW
371
Box Hill Private Wealth
Arizona
$138M +$12.9M +10% 1.57% – 79 20.25% 2.2
AIA
372
Aventus Investment Advisors
Florida
$137M +$377K +0.3% 0.96% – 181 17.68% 3.7
KIA
373
Koenig Investment Advisory
Oregon
$137M +$7.85M +6% 2.68% – 38 2.63% 2.8
RCP
374
Roan Capital Partners
Tennessee
$137M +$16M +13% 0.54% – 81 7.41% 1.8
LA
375
LWM Advisors
California
$132M -$1.63M -1% 0.87% – 40 20% 4.8