We are live on ! Find out more

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)
Redmond Asset Management
3826
Redmond Asset Management
Virginia
$338M -$62.6M -16% 0.55% 68.2% 203 10.34% 5
Haverford Financial Services
3827
Haverford Financial Services
Pennsylvania
$338M -$1.3M -0.4% 5.91% 75.9% 51 5.88% 6.1
FP
3828
FFG Partners
Florida
$338M -$14.6M -4% 2.3% 277% 57 38.6% 0.9
IronBridge Private Wealth
3829
IronBridge Private Wealth
Texas
$338M +$33.2M +11% 9.38% 143% 58 36.21% 1.8
Red Lighthouse Investment Management
3830
Red Lighthouse Investment Management
New York
$338M +$1.97M +0.6% 1.4% 71.1% 86 2.33% 2.3
Aikya Investment Management
3831
Aikya Investment Management
United Kingdom
$337M -$3.17M -0.9% 5.92% 11.1% 5 0% 2
Passive Capital Management
3832
Passive Capital Management
Maryland
$337M +$17.3M +5% 1.81% 41% 118 25.42% 2.3
PFW Advisors
3833
PFW Advisors
Georgia
$337M -$6.26M -2% 0.21% – 135 17.78% 4.7
L.K. Benson & Company
3834
L.K. Benson & Company
Maryland
$337M +$5.16M +2% 3.61% – 125 13.6% 1.4
Investment Research & Advisory Group
3835
Investment Research & Advisory Group
Georgia
$337M +$12.7M +4% 5.35% 105% 352 16.76% 2.8
Sovereign Investment Advisors
3836
Sovereign Investment Advisors
Arizona
$337M -$196M -37% 1.09% 46.6% 119 13.45% 1.6
Cliffwater
3837
Cliffwater
California
$337M -$65.1M -16% 0.9% 28.7% 24 25% 5
NKCFO LLC
3838
NKCFO LLC
Illinois
$337M +$6.36M +2% 8.78% 237% 117 47.86% 1.1
Empirical Capital Management
3839
Empirical Capital Management
Tennessee
$336M -$29.5M -8% 1.33% 205% 34 47.06% 1.7
Triton Wealth Management
3840
Triton Wealth Management
Arizona
$336M +$10.8M +3% 2.1% – 149 20.13% 2.7
LWMM
3841
Legacy Wealth Management (Mississippi)
Mississippi
$336M -$53.3M -14% 4.47% 105% 132 19.7% 2.9
Corbyn Investment Management
3842
Corbyn Investment Management
Maryland
$336M -$10.1M -3% 4.95% 71% 68 4.41% 5.6
United Airlines Holdings
3843
United Airlines Holdings
Illinois
$336M -$49.1M -13% 12.6% – 4 0% 0.6
Nicollet Investment Management
3844
Nicollet Investment Management
Minnesota
$336M +$12.2M +4% 8.91% 104% 81 9.88% 5.2
Intrepid Financial Planning Group
3845
Intrepid Financial Planning Group
Indiana
$336M +$41.8M +14% 1.24% 100% 141 9.22% 2.6
Tieton Capital Management
3846
Tieton Capital Management
Washington
$336M -$11.9M -3% 4.63% 155% 37 5.41% 5.7
United Community Bank
3847
United Community Bank
South Carolina
$336M +$12.5M +4% 1.42% 72.7% 595 16.64% 2.3
HF Advisory Group
3848
HF Advisory Group
Maryland
$336M +$12.3M +4% 2.33% 73.2% 175 4.57% 3
Core Wealth Management
3849
Core Wealth Management
Florida
$336M -$20.1M -6% 1.42% 44.5% 44 31.82% 2.5
GSI Capital Advisors
3850
GSI Capital Advisors
California
$335M +$123M +58% 5.88% 41.1% 35 28.57% 2.2