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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)
Thompson Davis & Co
3901
Thompson Davis & Co
Virginia
$149M -$18.1M -11% 7.14% 179% 189 27.51% 2.4
Newport Capital Group
3902
Newport Capital Group
New Jersey
$149M -$29M -16% 0.56% – 85 95.29% 0.2
Dalton Investments
3903
Dalton Investments
Nevada
$149M +$38.1M +34% 28.5% 125% 17 23.53% 3.3
Clear Retirement Advice
3904
Clear Retirement Advice
California
$149M +$2.96M +2% 0.45% – 62 16.13% 0.6
Cassilly Financial Group
3905
Cassilly Financial Group
Maryland
$149M +$11.1M +8% 0.24% – 83 15.66% 0.6
Heffernan Advisory
3906
Heffernan Advisory
Arizona
$149M +$29.4M +25% 2.31% – 60 33.33% 0.4
RF&L Wealth Management
3907
RF&L Wealth Management
Massachusetts
$149M +$1.03M +0.7% 0.2% 73.8% 53 9.43% 3.2
LightSquare Wealth Management
3908
LightSquare Wealth Management
Michigan
$149M +$3.72M +3% 1.2% – 115 13.91% 0.4
Split Rock Private Trading & Wealth Management
3909
Split Rock Private Trading & Wealth Management
Minnesota
$149M +$2.92M +2% 2.37% – 53 13.21% 0.6
Fiduciary Advisors Inc
3910
Fiduciary Advisors Inc
Missouri
$149M +$125K +0.1% 0.8% – 174 28.16% 1.2
LiftPoint Family Wealth Advisors
3911
LiftPoint Family Wealth Advisors
New Jersey
$149M +$1.07M +0.7% 1.05% – 71 11.27% 0.6
RHL Group
3912
RHL Group
Michigan
$149M +$28.4M +24% 3.1% – 418 45.93% 0.4
Phillip James Consulting
3913
Phillip James Consulting
Minnesota
$149M -$1.08M -0.7% 0.09% – 389 19.54% 0.4
Sound Financial Strategies Group
3914
Sound Financial Strategies Group
Mississippi
$148M -$9.02M -6% 1.03% 27.1% 128 24.22% 1.6
VUB Generali dochodkova spravcovska spolocnost
3915
VUB Generali dochodkova spravcovska spolocnost
$148M +$3.43M +2% 4.34% – 97 11.34% 0.7
Bingham Private Wealth
3916
Bingham Private Wealth
California
$148M +$3.05M +2% 2.4% – 188 13.3% 1.2
Whipplewood Advisors
3917
Whipplewood Advisors
Colorado
$148M -$253K -0.2% 1.25% – 649 71.19% 1.5
Renasant Bank
3918
Renasant Bank
Mississippi
$148M -$7.32M -5% 1.82% 72.3% 155 21.29% 3.2
Elevation Wealth Management
3919
Elevation Wealth Management
Minnesota
$148M +$14.4M +11% 3.8% – 157 12.1% 0.6
Washington Capital Management
3920
Washington Capital Management
Washington
$148M -$3.42M -2% 1.01% 81.8% 128 19.53% 2.7
OIA
3921
Oakmont Investment Advisors
Pennsylvania
$148M +$3.93M +3% 0.98% – 133 27.82% 0.5
Gilpin Wealth Management
3922
Gilpin Wealth Management
Colorado
$148M +$3.22M +2% 1.43% – 1,484 32.48% 0.5
Essential Investment Partners
3923
Essential Investment Partners
Colorado
$148M +$23.2M +19% 5.49% – 463 34.13% 0.5
Commons Capital
3924
Commons Capital
Massachusetts
$148M +$4.8M +3% 8.02% 166% 101 16.83% 2.2
Lionshead Wealth Management
3925
Lionshead Wealth Management
New York
$148M -$6.31M -4% 2.34% – 118 12.71% 1.4