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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)
South Shore Capital Advisors
3951
South Shore Capital Advisors
Massachusetts
$146M -$3.54M -2% 2.7% – 187 33.69% 1.6
PR
3952
PSP Research
Pennsylvania
$146M -$42.1M -22% 0.09% – 76 43.42% 0.6
Bridgelight Financial Advisors
3953
Bridgelight Financial Advisors
Connecticut
$146M -$225K -0.2% 1.27% – 49 6.12% 0.6
Post Resch Tallon Group
3954
Post Resch Tallon Group
New York
$146M +$1.07M +0.7% 0.71% – 151 17.22% 1.2
Delta Wealth Advisors
3955
Delta Wealth Advisors
Indiana
$146M +$5.6M +4% 0.51% – 48 4.17% 1.8
Piscataqua Savings Bank
3956
Piscataqua Savings Bank
New Hampshire
$146M -$2.61M -2% 3.17% 96.8% 416 2.4% 4
KL
3957
Keenan LLC
Massachusetts
$146M +$3.97M +3% 0.58% – 48 8.33% 0.7
Greenhouse Wealth Management
3958
Greenhouse Wealth Management
Connecticut
$145M +$3.18M +2% 0.93% 87.2% 56 8.93% 3.9
Blake Schutter Theil Wealth Advisors
3959
Blake Schutter Theil Wealth Advisors
Ohio
$145M -$2.46M -2% 0.66% – 114 7.89% 1.6
Strategic Advisory Partners
3960
Strategic Advisory Partners
North Carolina
$145M +$4.14M +3% 0.26% – 44 4.55% 0.7
Platt Investment Counsel
3961
Platt Investment Counsel
Florida
$145M -$3.96M -3% 1.93% 62.9% 15 6.67% 2.8
Tepp RIA
3962
Tepp RIA
New Jersey
$145M -$2.38M -2% 0.43% – 53 11.32% 0.9
Leibman Financial Services
3963
Leibman Financial Services
Nebraska
$145M -$5.45M -4% 1.84% 59.2% 49 14.29% 1.6
Lesa Sroufe & Co
3964
Lesa Sroufe & Co
Washington
$145M +$4.47M +3% 7.38% – 71 11.27% 5.5
ML
3965
MILFAM LLC
Florida
$145M +$16.5M +13% 20.9% – 16 31.25% 0.3
Renaissance Capital
3966
Renaissance Capital
Connecticut
$145M -$36.7M -20% 3.3% 392% 61 26.23% 0.9
Bright Futures Wealth Management
3967
Bright Futures Wealth Management
New York
$145M -$10.2M -7% 0.08% – 224 20.09% 1.2
Vanguard Capital Wealth Advisors
3968
Vanguard Capital Wealth Advisors
Colorado
$145M -$3.02M -2% 1.23% 234% 151 27.81% 3.4
4Wealth Advisors
3969
4Wealth Advisors
Illinois
$145M +$14.3M +11% 0.15% – 169 25.44% 1.2
Ares Financial Consulting
3970
Ares Financial Consulting
California
$145M +$5.17M +4% 0.94% – 1,148 8.28% 0.7
LC
3971
Lawood & Co
Pennsylvania
$145M -$3.1M -2% 0.5% – 97 5.15% 0.7
New Covenant Trust Company
3972
New Covenant Trust Company
Indiana
$144M +$11.8M +9% 2.38% – 115 10.43% 1.7
DWR Wealth Management
3973
DWR Wealth Management
California
$144M +$10.7M +8% 0.83% – 59 6.78% 0.7
Enhancing Capital
3974
Enhancing Capital
Pennsylvania
$144M -$1.24M -0.8% 2.81% – 93 8.6% 3.4
Carbahal Olsen Financial Services Group
3975
Carbahal Olsen Financial Services Group
California
$144M +$146K +0.1% 1.23% – 41 9.76% 1.5