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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)
K2 Financial
3976
K2 Financial
California
$144M +$2.47M +2% 1.48% – 62 4.84% 1.6
Exane Asset Management
3977
Exane Asset Management
France
$144M -$133M -48% 1.4% 74.5% 36 66.67% 0.6
Merited Wealth
3978
Merited Wealth
Florida
$144M +$2.68M +2% 0.52% – 77 12.99% 0.7
Bradyco Inc
3979
Bradyco Inc
Massachusetts
$144M +$56.8M +65% 6.73% – 37 10.81% 1.6
Corepath Wealth Partners
3980
Corepath Wealth Partners
Arizona
$144M -$16.3M -10% 0.09% 62.1% 46 30.43% 3.9
HAM
3981
Hedges Asset Management
Nevada
$144M -$8.44M -6% 2.32% – 110 5.45% 3.2
GPCM
3982
Guardsman Private Capital Management
Florida
$144M +$1.26M +0.9% 0.28% – 44 2.27% 0.7
Prosperity Advisers
3983
Prosperity Advisers
Pennsylvania
$144M +$5.81M +4% 0.32% – 48 12.5% 0.6
Illumine Investment Management
3984
Illumine Investment Management
Washington
$144M -$9.9M -6% 0.84% – 107 0% 0
Fulcrum Wealth Advisors
3985
Fulcrum Wealth Advisors
Washington
$144M +$12.8M +10% 3.61% – 92 25% 0.6
Semitam Bonam
3986
Semitam Bonam
New York
$144M +$7.54M +6% 0.86% – 52 15.38% 1.1
Wiregrass Investment Management
3987
Wiregrass Investment Management
Georgia
$144M -$3.1M -2% 1% – 116 9.48% 0.6
Rubicon Advisors
3988
Rubicon Advisors
California
$144M +$6.35M +5% 2.91% – 93 11.83% 0.6
Madson Wealth Advisors
3989
Madson Wealth Advisors
California
$144M -$3.47M -2% 1.14% – 101 11.88% 0.4
Fountainhead AM
3990
Fountainhead AM
New Jersey
$143M +$8.93M +7% 5.02% 80.4% 229 56.33% 2.4
DMC Group
3991
DMC Group
Alabama
$143M -$2.51M -2% 5.73% 116% 137 17.52% 2.8
Hofer & Associates
3992
Hofer & Associates
California
$143M -$63.5M -31% 1.85% 61.7% 130 86.15% 0.8
Red Crane Wealth Management
3993
Red Crane Wealth Management
California
$143M +$7.4M +5% 1.85% – 82 8.54% 1.4
SIMA Wealth Partners
3994
SIMA Wealth Partners
Virginia
$143M +$2.21M +2% 0.55% – 138 5.8% 2
Slocum, Gordon & Co
3995
Slocum, Gordon & Co
Rhode Island
$143M -$7.22M -5% 2.53% 65.3% 72 11.11% 2.4
Sacks & Associates
3996
Sacks & Associates
New Jersey
$143M -$4.99M -3% 0.31% – 83 8.43% 0.7
Fundamenta Capital
3997
Fundamenta Capital
$143M -$29.3M -17% 2.94% – 16 37.5% 0.3
Vested Financial Planning
3998
Vested Financial Planning
California
$143M -$5.87M -4% 0.65% – 36 36.11% 1.2
RCM
3999
RMR Capital Management
California
$143M -$2.31M -2% 0.35% 57% 79 10.13% 2.3
Cannon Capital Management
4000
Cannon Capital Management
Utah
$143M +$25.1M +21% 1.73% – 31 9.68% 0.7