We are live on ! Find out more

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, 7,143 funds (~80%) 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)
Sculati Wealth Management
4076
Sculati Wealth Management
Michigan
$306M +$6.42M +2% 2.73% 80.3% 125 5.6% 4.1
1776 Wealth
4077
1776 Wealth
Georgia
$306M +$22.5M +8% 10.9% 115% 156 7.05% 3.4
Kerusso Capital Management
4078
Kerusso Capital Management
North Carolina
$306M +$31.8M +12% 3.27% – 63 14.29% 1.6
Bull Oak Capital
4079
Bull Oak Capital
California
$306M +$5.97M +2% 1.23% 62.1% 41 7.32% 1.6
Meridian Financial Partners
4080
Meridian Financial Partners
Virginia
$306M +$12.8M +4% 2.33% 80.8% 128 10.16% 2.6
MBA Advisors
4081
MBA Advisors
Pennsylvania
$306M +$8.97M +3% 1.87% 66.1% 181 14.92% 3.2
EFM
4082
Eley Financial Management
Vermont
$306M -$2.95M -1% 0.26% 74.9% 73 5.48% 3.2
MG
4083
Magnolia Group
Nebraska
$306M -$171M -36% 5.53% 11.4% 25 36% 1.8
Freedom Financial Partners
4084
Freedom Financial Partners
Minnesota
$305M -$1.64M -0.5% 0.24% – 94 10.64% 1.4
Silphium Asset Management
4085
Silphium Asset Management
United Kingdom
$305M +$8.53M +3% 2.98% 118% 58 12.07% 1.4
Landing Point Financial Group
4086
Landing Point Financial Group
Ohio
$305M +$10.7M +4% 0.26% – 105 9.52% 1.2
Rede Wealth
4087
Rede Wealth
Virginia
$304M +$2.4M +0.8% 1.83% 84.4% 119 4.2% 1.8
Intrepid Capital Management
4088
Intrepid Capital Management
Florida
$304M +$22.2M +8% 0.64% 74.8% 114 8.77% 3
Endure Capital Management
4089
Endure Capital Management
Texas
$304M -$147M -33% 4.51% – 59 49.15% 0.3
BDA
4090
Borer Denton & Associates
Pennsylvania
$304M -$933K -0.3% 3.13% 54.4% 76 7.89% 3.2
Equity Wealth Partners
4091
Equity Wealth Partners
Missouri
$304M +$25.6M +9% 0.42% – 115 10.43% 0.7
FCG Investment Company
4092
FCG Investment Company
Tennessee
$304M +$14.5M +5% 3.18% – 130 13.08% 1
Brick & Kyle Associates
4093
Brick & Kyle Associates
Pennsylvania
$304M +$615K +0.2% 7.43% 116% 99 41.41% 5.3
ISFAN
4094
Investor's Fiduciary Advisor Network
Washington
$303M +$9.02M +3% 2.27% – 241 17.43% 1.2
Clarus Group
4095
Clarus Group
Texas
$303M +$8.27M +3% 1.95% 67.5% 134 13.43% 2.8
Shaker Financial Services
4096
Shaker Financial Services
Virginia
$303M -$16.1M -5% 5.35% 12.9% 167 25.15% 2.4
Wrenne Financial Planning
4097
Wrenne Financial Planning
Kentucky
$303M +$6.99M +2% 1.27% 54.3% 64 6.25% 1.8
RC
4098
Resolute Capital
South Carolina
$303M +$13.3M +5% 1.22% – 78 15.38% 0.6
Ted Buchan & Co
4099
Ted Buchan & Co
California
$303M -$2.63M -0.9% 0.75% 65.2% 100 11% 2.2
Alpha Zero
4100
Alpha Zero
Florida
$303M +$39.1M +15% 1.57% – 114 23.68% 1.2