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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)
Future Financial Wealth Management
3751
Future Financial Wealth Management
Ohio
$163M +$2.56M +2% 0.96% 65.2% 142 16.9% 3.2
Opulen Financial Group
3752
Opulen Financial Group
Virginia
$163M +$3.96M +2% 0.27% – 119 5.04% 1.5
Murphy & Mullick Capital Management
3753
Murphy & Mullick Capital Management
New York
$163M +$1.76M +1% 1.91% – 700 5.29% 1.5
TF
3754
TME Financial
California
$163M +$934K +0.6% 1.89% – 71 2.82% 1.5
Oceanside Advisors
3755
Oceanside Advisors
South Carolina
$163M -$35.3M -18% 0.48% 52.4% 57 7.02% 2.3
Blue Jean Financial
3756
Blue Jean Financial
New York
$163M +$19.1M +13% 6.9% – 108 66.67% 0.2
Bonfire Financial
3757
Bonfire Financial
Colorado
$163M +$7.14M +5% 1.31% – 64 10.94% 1.4
Christian Investment Advisors
3758
Christian Investment Advisors
Texas
$163M -$6.98M -4% 4.59% – 15 33.33% 1.2
Sagace Wealth Management
3759
Sagace Wealth Management
Florida
$163M +$3.25M +2% 2.41% – 86 32.56% 1.4
Clark & Stuart Inc
3760
Clark & Stuart Inc
Maine
$162M +$3.1M +2% 2.03% – 59 15.25% 1.5
Paladin Partners
3761
Paladin Partners
Wisconsin
$162M +$11.2M +7% 2.39% – 218 9.63% 0.7
Bosman Wealth Management
3762
Bosman Wealth Management
California
$162M +$1.12M +0.7% 4.87% – 63 14.29% 0.8
S&A Financial Services
3763
S&A Financial Services
Kansas
$162M -$1.63M -1% 0.37% – 90 4.44% 0.5
Reyes Financial Architecture
3764
Reyes Financial Architecture
California
$162M -$16.4M -9% 2.54% – 579 50.43% 0.7
Sun Group Wealth Partners
3765
Sun Group Wealth Partners
California
$162M +$15.5M +11% 8.28% – 92 17.39% 0.5
Sierra Ocean
3766
Sierra Ocean
California
$162M +$17.5M +12% 1.28% – 84 27.38% 1.2
AMG Asset Management Group
3767
AMG Asset Management Group
Georgia
$162M +$2.22M +1% 2.34% – 113 25.66% 0.4
Hegarty Advisors
3768
Hegarty Advisors
New York
$162M +$16.5M +11% 0.28% – 70 12.86% 0.6
Aureum Wealth Management
3769
Aureum Wealth Management
Florida
$162M +$477K +0.3% 0.13% – 65 16.92% 0.6
Kagan Cocozza Asset Management
3770
Kagan Cocozza Asset Management
New Jersey
$162M +$2.09M +1% 0.77% – 67 1.49% 1.6
Argyle Capital Partners
3771
Argyle Capital Partners
California
$162M +$2.9M +2% 3.46% – 186 10.75% 1.4
PartnerRe Asset Management
3772
PartnerRe Asset Management
Connecticut
$162M +$20.1M +14% 2.62% – 3 33.33% 0.5
Exchange Bank
3773
Exchange Bank
California
$162M +$955K +0.6% 1.75% 75.2% 135 8.15% 2.4
Michels Family Financial
3774
Michels Family Financial
Texas
$162M +$5.58M +4% 1.81% – 159 10.06% 1.4
Gibson Wealth Advisors
3775
Gibson Wealth Advisors
Texas
$162M +$1.2M +0.7% 0.57% – 32 6.25% 3.9