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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)
SJBenen ADVISORY
3726
SJBenen ADVISORY
North Carolina
$165M -$11.5M -6% 7.65% – 37 18.92% 0.6
BAWM
3727
Bennett Associates Wealth Management
Pennsylvania
$165M +$3.31M +2% 0.61% 51% 62 29.03% 1.4
Ahara Advisors
3728
Ahara Advisors
New Jersey
$165M +$17M +12% 6.28% – 61 9.84% 0.6
Nabity-Jensen Investment Management
3729
Nabity-Jensen Investment Management
Nebraska
$165M +$1.74M +1% 1.81% 85.3% 71 2.82% 2.4
PIA
3730
Prakash Investment Advisors
Massachusetts
$165M -$9.27M -5% 1.22% – 106 14.15% 0.9
McAlvany Wealth Management
3731
McAlvany Wealth Management
Colorado
$165M +$31M +23% 11.4% – 49 6.12% 0.6
Boyce & Associates Wealth Consulting
3732
Boyce & Associates Wealth Consulting
Texas
$165M +$20.5M +14% 1.6% 58.2% 89 19.1% 2.5
LWM
3733
Lighthouse Wealth Management
Ohio
$165M +$3.66M +2% 1.43% – 52 13.46% 1.3
Ibex Investors
3734
Ibex Investors
Colorado
$165M -$29.4M -15% 4.69% 1.71% 16 31.25% 1.4
Somnio Financial Group
3735
Somnio Financial Group
Connecticut
$165M -$4.15M -2% 2.09% – 14 0% 2.1
Avant Financial Advisors
3736
Avant Financial Advisors
Texas
$164M +$3.86M +2% 0.24% – 71 4.23% 1.6
Flagship Capital Management
3737
Flagship Capital Management
Pennsylvania
$164M +$5.9M +4% 5.79% – 53 7.55% 0.7
Beacon Hill Wealth Management
3738
Beacon Hill Wealth Management
$164M +$19.9M +14% 1.05% – 28 17.86% 0.2
SWM
3739
SpringVest Wealth Management
Texas
$164M +$4.86M +3% 1.24% – 82 10.98% 1.3
Lancaster Investment Management
3740
Lancaster Investment Management
United Kingdom
$164M -$1.72M -1% 5.92% 0.78% 12 33.33% 0.7
Robinson Smith Wealth Advisors
3741
Robinson Smith Wealth Advisors
Maine
$164M -$3.25M -2% 1.11% 62.6% 100 3% 2
Climber Capital
3742
Climber Capital
Switzerland
$164M +$125K +0.1% 0.83% – 68 8.82% 1.5
Income Research & Management
3743
Income Research & Management
Massachusetts
$164M -$20.9M -11% 0.5% 1.19% 33 9.09% 1.5
KRAVCF
3744
Karnit Road Accident Victims Compensation Fund
$164M -$12.4M -7% 1.85% – 20 15% 0.6
BFS
3745
Burr Financial Services
California
$164M +$2.39M +1% 3.08% 478% 31 32.26% 1.7
Merkkuri Wealth Advisors
3746
Merkkuri Wealth Advisors
New York
$163M +$2.21M +1% 0.32% – 84 10.71% 1.8
KLCM
3747
KG&L Capital Management
Louisiana
$163M -$4.8M -3% 1.14% 91.9% 150 16.67% 3.9
Cooksen Wealth
3748
Cooksen Wealth
Texas
$163M +$4.49M +3% 0.08% 70.7% 45 2.22% 2.7
Zeit Capital
3749
Zeit Capital
Colorado
$163M -$2.78M -2% 0.47% 56.5% 53 15.09% 3.1
Cushing Capital Partners
3750
Cushing Capital Partners
Wisconsin
$163M +$17.8M +12% 2.04% – 115 15.65% 1.1