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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, 7,143 funds (~80%) 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)
Auour Investments
3726
Auour Investments
Massachusetts
$353M +$4.41M +1% 0.12% 39.2% 97 4.12% 2.4
Westwood Wealth Management
3727
Westwood Wealth Management
California
$353M +$7.89M +2% 9.19% 495% 48 12.5% 1.5
Alaethes Wealth
3728
Alaethes Wealth
Nevada
$353M +$8.11M +2% 3.64% 106% 118 16.95% 2.9
Your Advocates Ltd
3729
Your Advocates Ltd
Texas
$352M +$2.58M +0.7% 0.26% 53.6% 217 6.45% 3.2
Financial Life Advisors
3730
Financial Life Advisors
Texas
$352M +$512K +0.1% 1.05% 47% 68 23.53% 3.1
RR Advisors
3731
RR Advisors
Texas
$352M +$6.58M +2% 4.55% 89.8% 31 25.81% 3.9
Lumbard & Kellner
3732
Lumbard & Kellner
New Hampshire
$352M +$22.1M +7% 0.7% 135% 117 10.26% 3.2
Pines Wealth Management
3733
Pines Wealth Management
North Carolina
$352M +$4.08M +1% 1.93% – 228 6.14% 1.5
FCM
3734
Fieldview Capital Management
Michigan
$352M +$793K +0.2% 6.59% – 761 64.78% 0.3
Riverview Capital Advisers
3735
Riverview Capital Advisers
Massachusetts
$351M +$2.65M +0.8% 3.23% 98.7% 95 18.95% 2.8
ODFS
3736
O'Donnell Financial Services
California
$351M +$11.5M +3% 0.91% 64.3% 80 13.75% 1.8
Silverleafe Capital Partners
3737
Silverleafe Capital Partners
Tennessee
$351M -$15.5M -4% 2.29% 87.7% 117 29.91% 2.4
USAdvisors Wealth Management
3738
USAdvisors Wealth Management
Minnesota
$351M +$2.18M +0.6% 0.51% 59.6% 152 7.89% 3.2
PAM
3739
Pegasus Asset Management
New York
$351M -$207K -0.1% 3.04% 101% 77 11.69% 5.3
Boothe Investment Group
3740
Boothe Investment Group
Delaware
$351M +$33.2M +10% 6.8% 75.6% 40 7.5% 2.5
Jeppson Wealth Management
3741
Jeppson Wealth Management
California
$350M +$11.1M +3% 4.57% 107% 257 10.89% 3.7
Wilson Asset Management
3742
Wilson Asset Management
Australia
$350M -$13.7M -4% 3.83% 58% 47 38.3% 1.3
VC
3743
Vision Capital
Ontario, Canada
$350M +$41.3M +13% 13.7% 13.9% 22 59.09% 0.6
Ameliora Wealth Management
3744
Ameliora Wealth Management
Switzerland
$350M +$13.4M +4% 0.77% 73.9% 251 13.55% 2.3
Inlight Wealth Management
3745
Inlight Wealth Management
Georgia
$350M +$35.6M +11% 1.35% – 79 22.78% 1.1
Chesapeake Wealth Management
3746
Chesapeake Wealth Management
Virginia
$350M -$6.94M -2% 2.06% 74.9% 169 7.69% 6.1
Argyle Capital Management
3747
Argyle Capital Management
Pennsylvania
$349M +$2.22M +0.6% 3.81% 106% 140 5% 9.5
DHJJ Financial Advisors
3748
DHJJ Financial Advisors
Illinois
$349M +$1.89M +0.5% 0.04% 62.5% 1,110 4.41% 2.6
Ascension Capital Advisors
3749
Ascension Capital Advisors
Texas
$349M -$7.41M -2% 0.47% 64.1% 105 28.57% 1.9
Jacobsen Capital Management
3750
Jacobsen Capital Management
Utah
$348M +$6.31M +2% 1.75% 97.3% 133 10.53% 2.7