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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, 2,085 funds (~23%) 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)
First Pacific Financial
376
First Pacific Financial
Washington
$978M +$138M +16% 0.85% 53.6% 559 12.52% 2.2
LVZ Inc
377
LVZ Inc
Michigan
$975M -$9.31M -0.9% 0.41% 52.9% 183 12.02% 3.4
Barlow Wealth Partners
378
Barlow Wealth Partners
Kentucky
$970M +$44.6M +5% 4.71% 101% 158 9.49% 2
Bath Savings Trust
379
Bath Savings Trust
Maine
$966M +$711K +0.1% 3.36% 57.8% 185 8.11% 7
Financial Partners Group (Kansas)
380
Financial Partners Group (Kansas)
Kansas
$964M -$21.5M -2% 0.68% 76.7% 266 11.65% 3.2
Sheets Smith Wealth Management
381
Sheets Smith Wealth Management
North Carolina
$958M -$42.7M -4% 0.72% 83.4% 418 10.05% 5.5
Howard Financial Services
382
Howard Financial Services
Texas
$954M +$27M +3% 0.71% 55.9% 250 11.2% 3
Polaris Capital Management
383
Polaris Capital Management
Massachusetts
$953M -$108M -10% 1.47% 94.4% 89 8.99% 4.4
Central Pacific Bank - Trust Division
384
Central Pacific Bank - Trust Division
Hawaii
$952M -$32.1M -3% 0.79% – 940 14.26% 1.8
Foundation Resource Management
385
Foundation Resource Management
Arkansas
$939M +$79M +9% 11.4% 84.5% 57 3.51% 8.4
Wealth Enhancement Trust Services
386
Wealth Enhancement Trust Services
South Dakota
$937M +$36.5M +4% 1.11% – 1,577 53.46% 0.6
Capital Investment Counsel Inc
387
Capital Investment Counsel Inc
North Carolina
$935M +$6.06M +0.7% 5.09% 174% 279 9.68% 5.2
XY Planning Network
388
XY Planning Network
Montana
$929M +$132M +17% 0.13% – 396 18.18% 0.8
VCM
389
Violich Capital Management
California
$927M +$7.39M +0.8% 4.52% 111% 125 12% 7.1
Harvey Investment Company
390
Harvey Investment Company
Kentucky
$926M +$7.88M +0.9% 1.62% 56.4% 103 6.8% 9.1
CFGSD
391
Compass Financial Group (South Dakota)
South Dakota
$922M +$50.6M +6% 0.55% 72% 127 11.81% 2.6
KFG Wealth Management
392
KFG Wealth Management
Indiana
$922M +$36.1M +4% 0.81% 55.9% 232 9.48% 2.1
Baker Ellis Asset Management
393
Baker Ellis Asset Management
Washington
$917M -$47M -5% 1.62% 91.9% 270 8.52% 5.9
Johnson Bixby & Associates
394
Johnson Bixby & Associates
Washington
$916M +$20.1M +2% 0.52% 48.7% 135 8.89% 3.4
Stanley-Laman Group
395
Stanley-Laman Group
Pennsylvania
$915M -$69.1M -7% 2.79% 114% 317 11.67% 2.3
RTD Financial Advisors
396
RTD Financial Advisors
Pennsylvania
$914M -$2.96M -0.3% 1.51% 51.5% 129 10.85% 3.5
Wealthcare Capital Management
397
Wealthcare Capital Management
Virginia
$911M -$143M -14% 0.83% 46.2% 111 16.22% 4.5
Teamwork Financial Advisors
398
Teamwork Financial Advisors
Texas
$908M -$194M -18% 1.2% 134% 242 35.95% 2.3
Oak Root LLC
399
Oak Root LLC
California
$907M +$877K +0.1% 0.12% 75.4% 10 0% 2.8
Pathway Financial Advisors
400
Pathway Financial Advisors
Vermont
$905M +$47.8M +6% 0.13% 52.7% 133 6.02% 5