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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)
Winter & Associates
4051
Winter & Associates
Minnesota
$139M +$5.45M +4% 0.9% – 92 19.57% 0.6
Antonelli Financial Advisors
4052
Antonelli Financial Advisors
Michigan
$138M -$7.58M -5% 2.22% – 53 3.77% 1.4
Nvest Wealth Strategies
4053
Nvest Wealth Strategies
Ohio
$138M -$21.8M -14% 0.39% – 422 34.12% 0.5
ClientFirst Wealth Management
4054
ClientFirst Wealth Management
Arkansas
$138M +$16.4M +14% 16.1% – 54 5.56% 3.1
AG Asset Advisory
4055
AG Asset Advisory
California
$138M +$14.4M +12% 13% – 29 3.45% 1.4
Smith Partners Wealth Management
4056
Smith Partners Wealth Management
North Carolina
$138M +$12.1M +10% 0.55% – 80 25% 0.6
Ferguson Johnson Wealth Management
4057
Ferguson Johnson Wealth Management
Maryland
$138M +$612K +0.4% 2.07% – 40 7.5% 0.7
MFG Wealth Management
4058
MFG Wealth Management
Indiana
$138M -$2.09M -1% 1.65% – 69 18.84% 1
Box Hill Private Wealth
4059
Box Hill Private Wealth
Arizona
$138M +$12.9M +10% 1.57% – 79 20.25% 0.6
Dynamic Financial Group
4060
Dynamic Financial Group
Iowa
$138M +$5.11M +4% 0.95% – 80 7.5% 1.3
Innovative Advisory Group
4061
Innovative Advisory Group
Massachusetts
$137M +$5.55M +4% 5.85% – 37 29.73% 1.2
TL
4062
TowerView LLC
New York
$137M -$15.2M -10% 3.71% 16.3% 17 5.88% 6.2
Eagle Bay Advisors
4063
Eagle Bay Advisors
New York
$137M +$3.67M +3% 1.57% 85% 159 20.13% 2.6
Luts & Greenleigh Group
4064
Luts & Greenleigh Group
Maryland
$137M +$5.01M +4% 6.72% – 107 7.48% 2.4
MY Wealth Management
4065
MY Wealth Management
Maryland
$137M -$4.99M -4% 1.03% 41.2% 47 10.64% 2
VIS
4066
Vertex Investment Solutions
$137M -$11.2M -8% 3.13% – 30 30% 0.6
Challenger Wealth Management
4067
Challenger Wealth Management
California
$137M +$1.13M +0.8% 3.16% – 66 6.06% 1.6
Robocap Asset Management
4068
Robocap Asset Management
United Kingdom
$137M +$12.9M +10% 3.63% 274% 24 12.5% 2
Aventus Investment Advisors
4069
Aventus Investment Advisors
Florida
$137M +$377K +0.3% 0.96% – 181 17.68% 0.9
Aegon USA Investment Management
4070
Aegon USA Investment Management
Iowa
$137M -$2.88M -2% 0.27% 44.9% 47 14.89% 2.1
Titan Investment Management
4071
Titan Investment Management
Indiana
$137M +$1.75M +1% 3.84% – 52 50% 0.5
TT Capital Management
4072
TT Capital Management
California
$137M +$8.42M +7% 2.49% – 91 19.78% 1
AA
4073
Alpha Advisors
Virginia
$137M +$3.68M +3% 2.88% – 53 9.43% 1.4
Financial Planning Fort Collins
4074
Financial Planning Fort Collins
Colorado
$137M +$4.68M +4% 2.35% – 34 2.94% 0.7
OF
4075
Outfitter Financial
Maine
$137M -$5.93M -4% 0.65% 97.6% 80 7.5% 3.6