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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, 4,690 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)
Kitching Partners
4126
Kitching Partners
Pennsylvania
$132M +$15.9M +14% 1.16% 45.8% 43 16.28% 1.7
Global Strategic Management
4127
Global Strategic Management
Puerto Rico
$132M +$2.6M +2% 17.1% – 33 33.33% 3.8
Scheeler Financial
4128
Scheeler Financial
Ohio
$132M – – 1.87% – 78 – 0
SCC
4129
Seal Cove Capital
California
$132M +$1.65M +1% 2.2% – 11 18.18% 0.6
Veratis Advisors
4130
Veratis Advisors
North Carolina
$132M -$9.2M -7% 0.77% – 90 13.33% 0.7
Alliance Wealth Strategies
4131
Alliance Wealth Strategies
Virginia
$132M +$4.77M +4% 0.73% – 67 2.99% 0.7
Journey Beyond Wealth
4132
Journey Beyond Wealth
Georgia
$132M +$3.92M +3% 0.07% – 35 20% 1.3
NewCorp Financial Services
4133
NewCorp Financial Services
Georgia
$132M +$1.33M +1% 0.7% – 59 16.95% 0.6
CDKV Holdings
4134
CDKV Holdings
Colorado
$132M +$3.99M +3% 1.02% – 278 0.72% 0.7
Paragon Capital Management (Utah)
4135
Paragon Capital Management (Utah)
Utah
$132M -$3.06M -2% 0.9% 72.3% 83 19.28% 1.9
MCFP
4136
McCarley & Cook Financial Planners
Ohio
$132M +$3M +2% 0.17% – 282 9.57% 0.7
Miller Financial Services
4137
Miller Financial Services
Michigan
$132M +$7.63M +6% 0.94% – 163 17.79% 1.1
Guardian Capital (Pennsylvania)
4138
Guardian Capital (Pennsylvania)
Pennsylvania
$132M +$9.5M +8% 1.04% – 83 20.48% 0.7
Nightview Capital
4139
Nightview Capital
Texas
$132M -$1.84M -1% 7.27% 170% 15 20% 1.9
Vision Financial Markets
4140
Vision Financial Markets
Connecticut
$131M +$16M +14% 0.45% – 439 17.77% 1.4
AFG Fiduciary Services
4141
AFG Fiduciary Services
Massachusetts
$131M +$2.66M +2% 1.29% 72.4% 65 10.77% 2.9
TWM
4142
Todd Wealth Management
Florida
$131M -$895K -0.7% 3.85% – 116 10.34% 0.7
Asempa Wealth Advisors
4143
Asempa Wealth Advisors
Louisiana
$131M -$3.05M -2% 1.14% – 122 9.02% 0.7
SF
4144
Schaeffer Financial
Maryland
$131M +$1.7M +1% 0.89% 52.2% 31 16.13% 2.3
Legacy Solutions LLC
4145
Legacy Solutions LLC
Pennsylvania
$131M +$7.36M +6% 0.69% – 94 9.57% 1.4
Lord & Richards Wealth Management
4146
Lord & Richards Wealth Management
Colorado
$131M +$3.16M +2% 1.17% – 84 46.43% 0.9
Virtus Family Office
4147
Virtus Family Office
Texas
$131M +$4.39M +3% 4.63% 60.9% 63 3.17% 1.5
First Financial Group
4148
First Financial Group
North Carolina
$131M -$7.48M -5% 3.13% – 92 18.48% 1.3
Haven Capital Group
4149
Haven Capital Group
California
$131M +$6.31M +5% 4.34% – 41 14.63% 1.3
City Center Advisors LLC
4150
City Center Advisors LLC
Michigan
$131M +$7.28M +6% 1.43% – 208 29.33% 1.2