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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, 4,133 funds (~46%) 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)
CPWA  LLC
3951
CPWA LLC
Oregon
$92M +$5.89M +7% 2.8% – 101 13.86% 0.5
HCM
3952
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
S2L
3953
Sparta 24 Ltd
Israel
$90.5M -$18.5M -17% 1.33% 86% 31 58.06% 0.3
WestBridge Capital Management
3954
WestBridge Capital Management
Mauritius
$90.1M +$10.6M +13% 26.4% 21.9% 1 0% 4.3
Pacific Excel Wealth Advisors
3955
Pacific Excel Wealth Advisors
California
$90.1M -$168M -65% 2.26% – 307 87.95% 0.2
MA
3956
McGrath & Associates
North Carolina
$89.8M +$13.1M +17% 0.96% – 44 27.27% 1.1
Mowery & Schoenfeld Wealth Management
3957
Mowery & Schoenfeld Wealth Management
Illinois
$89.6M +$16.3M +22% 1.97% 96.9% 404 20.54% 1.7
Lionsbridge Wealth Management
3958
Lionsbridge Wealth Management
Florida
$89.6M -$12.3M -12% 1.42% 65.5% 73 20.55% 2.1
Walleye Partners
3959
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
1888 Investments
3960
1888 Investments
Colorado
$88.4M +$31.9M +57% 1.02% 43.2% 8 50% 0.8
GBA
3961
Garrison Bradford & Associates
New York
$88.1M -$4.07M -4% 1.61% 62.2% 38 26.32% 7.2
John W. Brooker & Co
3962
John W. Brooker & Co
California
$88M +$5.19M +6% 0.06% 43.4% 78 14.1% 2.4
AIS
3963
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
Vermillion Wealth Management
3964
Vermillion Wealth Management
Minnesota
$87.4M -$339M -80% 0.77% – 1,604 64.84% 0.7
Courant Investment Management
3965
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
Pictet Bank & Trust
3966
Pictet Bank & Trust
Bahamas
$85.5M -$7.81M -8% 5.72% 82.7% 42 28.57% 4.5
OWM
3967
Omnitrust Wealth Management
Florida
$85.4M – – 1.66% – 64 – 0.9
YIM
3968
Yoffe Investment Management
Pennsylvania
$84.9M -$2.47M -3% 1.6% – 116 4.31% 1.6
ACM
3969
Ariose Capital Management
Hong Kong
$84.3M -$150M -64% 20.2% 2,106% 25 96% 0
Fiscal Wisdom Wealth Management
3970
Fiscal Wisdom Wealth Management
Connecticut
$84.1M -$33.8M -29% 1.66% – 118 23.73% 0.7
Centennial Advisors
3971
Centennial Advisors
Texas
$83.7M -$139K -0.2% 0.45% – 89 30.34% 0.5
FinDec Wealth Services
3972
FinDec Wealth Services
California
$83.5M -$1.1M -1% 0.19% 52.7% 33 12.12% 3.1
BCM
3973
Beaumont Capital Management
Massachusetts
$83.4M -$3.04M -4% 0.02% 49.6% 45 48.89% 1.1
Solutions 4 Wealth
3974
Solutions 4 Wealth
Texas
$83.3M +$5.78M +7% 0.03% 54.9% 63 14.29% 1.9
Pensionfund Sabic
3975
Pensionfund Sabic
Netherlands
$82.9M -$10.6M -11% 6.97% 63.6% 76 3.95% 7.9