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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, 4,566 funds (~51%) 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)
KL
3851
Keenan LLC
Massachusetts
$146M +$3.97M +3% 0.58% – 48 8.33% 0.7
Greenhouse Wealth Management
3852
Greenhouse Wealth Management
Connecticut
$145M +$3.18M +2% 0.93% 87.2% 56 8.93% 3.9
Blake Schutter Theil Wealth Advisors
3853
Blake Schutter Theil Wealth Advisors
Ohio
$145M -$2.46M -2% 0.66% – 114 7.89% 1.6
Platt Investment Counsel
3854
Platt Investment Counsel
Florida
$145M -$3.96M -3% 1.93% 62.9% 15 6.67% 2.8
Tepp RIA
3855
Tepp RIA
New Jersey
$145M -$2.38M -2% 0.43% – 53 11.32% 0.9
Leibman Financial Services
3856
Leibman Financial Services
Nebraska
$145M -$5.45M -4% 1.84% 59.2% 49 14.29% 1.6
Lesa Sroufe & Co
3857
Lesa Sroufe & Co
Washington
$145M +$4.47M +3% 7.38% – 71 11.27% 5.5
ML
3858
MILFAM LLC
Florida
$145M +$16.5M +13% 20.9% – 16 31.25% 0.3
Renaissance Capital
3859
Renaissance Capital
Connecticut
$145M -$36.7M -20% 3.3% 392% 61 26.23% 0.9
Bright Futures Wealth Management
3860
Bright Futures Wealth Management
New York
$145M -$10.2M -7% 0.08% – 224 20.09% 1.2
Vanguard Capital Wealth Advisors
3861
Vanguard Capital Wealth Advisors
Colorado
$145M -$3.02M -2% 1.23% 234% 151 27.81% 3.4
4Wealth Advisors
3862
4Wealth Advisors
Illinois
$145M +$14.3M +11% 0.15% – 169 25.44% 1.2
Ares Financial Consulting
3863
Ares Financial Consulting
California
$145M +$5.17M +4% 0.94% – 1,148 8.28% 0.7
LC
3864
Lawood & Co
Pennsylvania
$145M -$3.1M -2% 0.5% – 97 5.15% 0.7
New Covenant Trust Company
3865
New Covenant Trust Company
Indiana
$144M +$11.8M +9% 2.38% – 115 10.43% 1.7
DWR Wealth Management
3866
DWR Wealth Management
California
$144M +$10.7M +8% 0.83% – 59 6.78% 0.7
Enhancing Capital
3867
Enhancing Capital
Pennsylvania
$144M -$1.24M -0.8% 2.81% – 93 8.6% 3.4
Carbahal Olsen Financial Services Group
3868
Carbahal Olsen Financial Services Group
California
$144M +$146K +0.1% 1.23% – 41 9.76% 1.5
K2 Financial
3869
K2 Financial
California
$144M +$2.47M +2% 1.48% – 62 4.84% 1.6
Exane Asset Management
3870
Exane Asset Management
France
$144M -$133M -48% 1.4% 74.5% 36 66.67% 0.6
Merited Wealth
3871
Merited Wealth
Florida
$144M +$2.68M +2% 0.52% – 77 12.99% 0.7
Bradyco Inc
3872
Bradyco Inc
Massachusetts
$144M +$56.8M +65% 6.73% – 37 10.81% 1.6
Corepath Wealth Partners
3873
Corepath Wealth Partners
Arizona
$144M -$16.3M -10% 0.09% 62.1% 46 30.43% 3.9
HAM
3874
Hedges Asset Management
Nevada
$144M -$8.44M -6% 2.32% – 110 5.45% 3.2
GPCM
3875
Guardsman Private Capital Management
Florida
$144M +$1.26M +0.9% 0.28% – 44 2.27% 0.7