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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, 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)
TAGStone Capital
3926
TAGStone Capital
North Carolina
$325M +$10.3M +3% 0.4% 62% 144 4.86% 2.7
Hapanowicz & Associates Financial Services
3927
Hapanowicz & Associates Financial Services
Pennsylvania
$325M +$3.36M +1% 0.05% 65% 39 7.69% 3.7
Macro Advisors
3928
Macro Advisors
Pennsylvania
$325M +$11.1M +4% 0.85% – 50 14% 0.4
Plum Street Advisors
3929
Plum Street Advisors
Louisiana
$325M +$11.5M +4% 0.31% 54.3% 111 5.41% 2
Sonoma Allocations
3930
Sonoma Allocations
California
$325M +$2.71M +0.8% 2.54% – 131 54.2% 0.7
Berkeley Inc
3931
Berkeley Inc
Idaho
$324M +$5.54M +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
3932
Robinswood Financial
Washington
$324M -$24.8M -7% 0.62% 43.1% 428 83.18% 3
River Street Advisors
3933
River Street Advisors
Illinois
$324M -$15.4M -5% 0.14% 93.5% 185 9.19% 2.3
Traveka Wealth
3934
Traveka Wealth
California
$324M +$23.4M +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
3935
ticino wealth
California
$324M +$6.87M +2% 1.92% – 140 6.43% 0.7
First Bankers Trust
3936
First Bankers Trust
Kentucky
$324M +$2.73M +0.9% 2.4% 89.6% 161 8.7% 6.9
Ranch Capital Advisors
3937
Ranch Capital Advisors
Florida
$324M +$8.08M +3% 0.81% 99.2% 160 4.38% 4.2
Wealth Management Resources
3938
Wealth Management Resources
Rhode Island
$324M -$427K -0.1% 2.21% 37.7% 31 6.45% 3.5
Mullooly Asset Management
3939
Mullooly Asset Management
New Jersey
$324M -$1.23M -0.4% 2.91% – 60 5% 1.3
VPC
3940
Valen Private Capital
Pennsylvania
$323M – – 0.58% – 88 – 0
TM
3941
Tikvah Management
North Carolina
$323M -$6M -2% 1% 176% 20 10% 5.9
Toews Corporation
3942
Toews Corporation
New Jersey
$323M -$363M -53% 2.25% 30.7% 153 8.5% 0.3
Essex Woodlands Management
3943
Essex Woodlands Management
Texas
$323M +$68.9M +27% 33.7% 119% 5 0% 7.4
Harper Investing
3944
Harper Investing
California
$323M +$26.5M +9% 2.84% 58.7% 88 6.82% 1.8
LA
3945
Latitude Advisors
Florida
$323M +$72.2M +29% 1.25% 79.6% 1,384 82.44% 0.5
Omega Financial Group
3946
Omega Financial Group
California
$323M -$5.77M -2% 2.87% 47% 107 16.82% 4.4
Biltmore Wealth Management
3947
Biltmore Wealth Management
Arizona
$323M +$2.48M +0.8% 0.85% 59.8% 61 8.2% 4.7
Bishop & Co Investment Management
3948
Bishop & Co Investment Management
Pennsylvania
$323M -$2.28M -0.7% 0.24% 53.7% 26 0% 7.2
LFP
3949
Lakeshore Financial Planning
Michigan
$323M +$11.9M +4% 2.28% 65.4% 102 14.71% 1.9
Davis Investment Partners
3950
Davis Investment Partners
North Carolina
$322M -$6.03M -2% 0.71% 97.8% 184 16.3% 2