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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)
APW
3801
Aurora Private Wealth
New Jersey
$159M +$1.11M +0.7% 2.33% – 184 12.5% 3.1
FWM
3802
FMA Wealth Management
Massachusetts
$159M +$2.37M +2% 0.69% 40.8% 44 9.09% 2
SC
3803
Settian Capital
New York
$158M +$2.64M +2% 3.08% 69% 28 21.43% 2.2
McAlister Sweet & Associates
3804
McAlister Sweet & Associates
Texas
$158M -$28.8M -15% 2.53% 83.6% 42 19.05% 1.9
Willner & Heller
3805
Willner & Heller
California
$158M -$1.6M -1% 1.7% 131% 173 6.36% 3.1
Granite Group Advisors
3806
Granite Group Advisors
Connecticut
$158M -$10.6M -6% 5.17% 74% 87 13.79% 1.9
Joel Adams & Associates
3807
Joel Adams & Associates
North Carolina
$158M +$2.31M +1% 1.5% – 70 8.57% 1.5
Bestgate Wealth Advisors
3808
Bestgate Wealth Advisors
Maryland
$158M +$95.2M +152% 0.01% – 77 41.56% 0.9
Eddie Patel Inc
3809
Eddie Patel Inc
Illinois
$158M -$9.35M -6% 3.13% – 147 31.29% 0.4
Entruity Wealth
3810
Entruity Wealth
California
$158M +$3.36M +2% 0.36% – 56 5.36% 1.2
DKM Wealth Management
3811
DKM Wealth Management
California
$158M +$4.93M +3% 0.68% – 77 5.19% 1.4
JWM
3812
JP Wealth Management
South Carolina
$158M -$1.02M -0.6% 1.04% – 14 0% 1.5
J2 Capital Management
3813
J2 Capital Management
Michigan
$158M +$9.07M +6% 1.77% – 137 23.36% 2.1
Mueller Wealth
3814
Mueller Wealth
Wisconsin
$158M +$10.9M +7% 0.2% – 19 5.26% 0.7
Madrid Wealth Management
3815
Madrid Wealth Management
New Mexico
$157M +$5.07M +3% 0.41% – 77 10.39% 0.7
Liberty Atlantic Advisors
3816
Liberty Atlantic Advisors
Texas
$157M +$18.4M +13% 0.07% – 94 15.96% 0.6
Schwallier Wealth Management
3817
Schwallier Wealth Management
Michigan
$157M -$1.04M -0.7% 0.83% 42.3% 72 9.72% 1.3
Outbound Financial Inc
3818
Outbound Financial Inc
Colorado
$157M +$2.82M +2% 0.07% – 47 6.38% 1.1
Lakeshore Capital Group
3819
Lakeshore Capital Group
Illinois
$157M +$22.1M +16% 1.61% – 79 7.59% 1.5
Chartist Inc
3820
Chartist Inc
California
$157M -$3.32M -2% 3.11% – 22 4.55% 6.7
Guardian Investment Management
3821
Guardian Investment Management
California
$157M +$1.94M +1% 3.97% 103% 61 3.28% 7.1
Covestor
3822
Covestor
United Kingdom
$157M -$16.3M -9% 1.73% 134% 2,984 12.63% 3.6
Guild Investment Management
3823
Guild Investment Management
California
$157M +$10.4M +7% 7.38% 119% 66 22.73% 2.1
Capital Squared Financial
3824
Capital Squared Financial
Maryland
$157M +$3.81M +2% 0.03% – 91 5.49% 1.1
Redwood Park Advisors
3825
Redwood Park Advisors
California
$157M +$4.49M +3% 3.24% – 466 25.97% 1.1