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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)
Brady Family Wealth
3776
Brady Family Wealth
Missouri
$345M -$1.19M -0.3% 4.46% 74.7% 116 10.34% 3.2
Bregal Sagemount IV
3777
Bregal Sagemount IV
$345M -$104M -23% 13.2% – 1 0% 0.8
Matthew 25 Management Corp
3778
Matthew 25 Management Corp
Pennsylvania
$345M -$446K -0.1% 5.22% 155% 21 9.52% 6
G&S Capital
3779
G&S Capital
Colorado
$345M -$166K -0% 2.13% 85.6% 171 17.54% 2.9
Mayfair Advisory Group
3780
Mayfair Advisory Group
Alabama
$345M +$13M +4% 1.31% 71.5% 195 9.74% 3.2
Acima Private Wealth
3781
Acima Private Wealth
Virginia
$344M +$33.8K +0% 0.47% 51.1% 177 3.95% 6.3
Goepper Burkhardt
3782
Goepper Burkhardt
South Carolina
$344M +$11.1M +3% 1.76% 58.2% 104 6.73% 3.4
Tandem Financial
3783
Tandem Financial
Colorado
$344M +$11.7M +4% 0.79% – 106 9.43% 0.9
Etesian Wealth Advisors
3784
Etesian Wealth Advisors
Oregon
$344M +$5.75M +2% 1.34% 60.6% 144 4.17% 2.8
PIP
3785
Palisades Investment Partners
California
$344M -$7.67M -2% 7.7% – 57 12.28% 1.4
United Bank (Georgia)
3786
United Bank (Georgia)
Georgia
$344M +$15M +5% 3.66% 93.7% 130 13.08% 4.8
Ferguson Shapiro
3787
Ferguson Shapiro
Georgia
$344M +$1.93M +0.6% 0.61% 42.7% 97 16.49% 1.5
Mosley Wealth Management
3788
Mosley Wealth Management
California
$343M +$29.2M +9% 0.77% – 826 8.11% 0.6
Pamplona Capital Management
3789
Pamplona Capital Management
New York
$343M -$18M -5% 0.21% – 5 20% 1.5
Francisco Partners Management
3790
Francisco Partners Management
California
$343M -$18.1M -5% 2.51% 7.11% 3 0% 5.6
Worth Asset Management
3791
Worth Asset Management
Texas
$343M +$30.5M +10% 1.45% 115% 267 34.83% 1.2
Whitegate Investment Counselors
3792
Whitegate Investment Counselors
New Hampshire
$343M -$8.18M -2% 1.3% 51% 76 9.21% 6.4
Master's Wealth Management
3793
Master's Wealth Management
Pennsylvania
$343M +$10.6M +3% 0.85% – 94 12.77% 1
MCG
3794
McCollum Christoferson Group
New York
$343M +$1.72M +0.5% 3.26% 59.4% 93 19.35% 3.8
WOCP
3795
White Oak Capital Partners
Singapore
$343M -$82.6M -19% 5.74% – 21 23.81% 1.1
Midwest Heritage Bank
3796
Midwest Heritage Bank
Iowa
$342M -$10.4M -3% 1.31% 52.2% 54 5.56% 3.2
Ketron Financial
3797
Ketron Financial
California
$342M +$20.3M +6% 8.12% – 69 10.14% 0.6
Realta Investment Advisors
3798
Realta Investment Advisors
Delaware
$342M +$20.4M +6% 6.59% 151% 423 25.53% 2.9
Hi-Line Capital Management
3799
Hi-Line Capital Management
South Dakota
$342M -$13.3M -4% 0.63% 55.4% 33 9.09% 2
Hartree Partners
3800
Hartree Partners
New York
$342M -$127M -27% 7.55% 133% 156 71.79% 0.5