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, 3,953 funds (~44%) 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)
Wells Financial Advisors
3901
Wells Financial Advisors
Massachusetts
$10.8M -$11.1K -0.1% 0.01% 58.9% 43 13.95% 3.9
Compound Global Advisors
3902
Compound Global Advisors
Washington
$9.22M +$5.17M +128% 1.15% – 45 48.89% 1.1
Acute Investment Advisory
3903
Acute Investment Advisory
Arizona
$8.99M -$463K -5% 0.38% 15% 18 5.56% 1.5
Price Financial Group Wealth Management
3904
Price Financial Group Wealth Management
Oregon
$8.2M +$2.18M +36% 3.91% – 24 37.5% 0.4
Revelation Capital Management
3905
Revelation Capital Management
California
$8.01M -$102M -93% 50.8% – 3 66.67% 0.4
Spurstone Advisory Services
3906
Spurstone Advisory Services
Connecticut
$7.64M +$313K +4% 10.6% – 101 3.96% 1.2
EWML
3907
Eiger Wealth Management, LLC
California
$4.62M +$1.43M +45% 0.47% – 17 29.41% 0.5
American International Group
3908
American International Group
New York
$4.18M +$1.25M +43% 42.6% 161% 1 0% 2.3
Mizuho Securities
3909
Mizuho Securities
Japan
$3.98M – – 0.86% – 19 – 0.3
Longboard Asset Management
3910
Longboard Asset Management
Arizona
$3.72M -$2.25M -38% 6.64% – 32 46.88% 0.8
FM
3911
Factorial Management
Hong Kong
$3.48M -$135K -4% 4.88% – 3 0% 1.2
PayPay Securities
3912
PayPay Securities
Japan
$2.9M +$132K +5% 0.8% 96.8% 316 6.33% 2.7
PharVision Advisers
3913
PharVision Advisers
Florida
$2.46M -$2.84M -54% 13.7% – 80 87.5% 0.2
Cohalo Advisory
3914
Cohalo Advisory
Washington
$1.82M +$169K +10% 0.76% – 19 31.58% 1
FSC Wealth Advisors
3915
FSC Wealth Advisors
New York
$624K +$111K +22% 21.5% 66.4% 1 0% 4.8
USCF Advisers
3916
USCF Advisers
California
$410K +$311K +311% 87.1% 19.5% 1 0% 0.8
FP
3917
Factorial Partners
New York
$75.7K -$265K -78% 0.05% 88.7% 2 100% 0