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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, 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)
Foundation Wealth Management (Pennsylvania)
4126
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$300M -$31.6M -10% 0.65% – 107 10.28% 1.5
American Financial Group Inc 401(K) Retirement & Savings Plan
4127
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$299M -$14.8M -5% 2.27% 22.5% 1 0% 13.3
Wealth Advisors Northwest
4128
Wealth Advisors Northwest
Oregon
$299M +$6.1M +2% 0.34% – 65 4.62% 1.5
Aisling Capital Management
4129
Aisling Capital Management
New York
$299M -$172M -37% 14.8% 490% 14 0% 3.8
Trellis Wealth Advisors
4130
Trellis Wealth Advisors
California
$299M +$7.93M +3% 0.03% 62.2% 116 58.62% 0.9
First Dallas Securities
4131
First Dallas Securities
Texas
$299M -$3.57M -1% 1.01% 160% 135 17.04% 3.4
BWA
4132
BlueChip Wealth Advisors
Georgia
$298M +$34.6M +13% 1.04% 62.2% 197 17.26% 1.5
Monte Financial Group
4133
Monte Financial Group
Connecticut
$298M -$14M -4% 3.25% 66.7% 105 8.57% 4.1
Henrickson Nauta Wealth Advisors
4134
Henrickson Nauta Wealth Advisors
Michigan
$298M -$113M -27% 1.45% 66.9% 126 12.7% 2.6
Campbell Capital Management
4135
Campbell Capital Management
Florida
$298M +$19.1M +7% 3.57% 123% 46 36.96% 2.4
Maestria Partners
4136
Maestria Partners
Georgia
$298M +$10.3M +4% 1.96% – 15 6.67% 1.2
Sage Private Wealth Group
4137
Sage Private Wealth Group
Illinois
$298M +$75.3M +34% 0.28% 72.3% 138 29.71% 2
SC
4138
Sawyer & Company
Massachusetts
$298M -$249K -0.1% 5.26% 111% 210 9.05% 4.6
Shrier Wealth Management
4139
Shrier Wealth Management
California
$298M +$1.14M +0.4% 1% – 137 5.11% 0.7
VFG
4140
V2 Financial group
Illinois
$298M +$29.1M +11% 2.5% 75.6% 137 12.41% 2.5
Weitzel Financial Services
4141
Weitzel Financial Services
Iowa
$298M +$3.41M +1% 0.71% 46.3% 56 14.29% 3.5
HCC
4142
Hatch Cove Capital
Illinois
$297M +$72M +32% 15.6% – 32 40.63% 0.3
Lodestone Wealth Management
4143
Lodestone Wealth Management
Washington
$297M +$14M +5% 2.05% 87.1% 821 7.67% 1.2
Citrine Capital
4144
Citrine Capital
California
$297M +$27.1M +10% 4.58% – 65 15.38% 1.2
Mainsail Financial Group
4145
Mainsail Financial Group
Washington
$297M +$2.69M +0.9% 0.87% 61.9% 75 9.33% 2.5
RGC
4146
Rubicon Global Capital
United Kingdom
$297M +$24.2M +9% 10.3% – 14 14.29% 1.3
Torrey Growth & Income Advisors
4147
Torrey Growth & Income Advisors
California
$297M +$2.55M +0.9% 4.39% – 121 17.36% 0.8
Marathon Wealth Advisors
4148
Marathon Wealth Advisors
Massachusetts
$297M +$4.33M +1% 3.21% – 77 3.9% 0.7
Fidelity D&D Bancorp
4149
Fidelity D&D Bancorp
Pennsylvania
$297M +$5.2M +2% 0.01% 63.8% 118 5.93% 2.5
1492 Capital Management
4150
1492 Capital Management
Wisconsin
$296M -$42.3M -12% 6.16% 298% 139 15.11% 1.6