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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, 4,403 funds (~49%) 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)
Meadowbrook Wealth Management
4201
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
York GP
4202
York GP
Cayman Islands
$95.2M -$31.2M -25% 24.2% – 3 0% 1.7
WealthSpring Partners
4203
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
Measured Risk Portfolios
4204
Measured Risk Portfolios
California
$93.8M -$18.6M -17% 0.02% – 66 7.58% 1.5
Deuterium Capital Management
4205
Deuterium Capital Management
Florida
$93.3M +$937K +1% 10.3% 262% 25 4% 2
FSR Wealth Management
4206
FSR Wealth Management
Illinois
$92.9M +$5.19M +6% 2.92% – 42 19.05% 0.8
Capitol Family Office
4207
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
MIL
4208
MFG Investments, LLC
New Jersey
$92.8M – – 0.65% – 79 – 0
CPWA  LLC
4209
CPWA LLC
Oregon
$92M +$5.89M +7% 2.8% – 101 13.86% 0.5
HCM
4210
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
S2L
4211
Sparta 24 Ltd
Israel
$90.5M -$18.5M -17% 1.33% 86% 31 58.06% 0.3
WestBridge Capital Management
4212
WestBridge Capital Management
Mauritius
$90.1M +$10.6M +13% 26.4% 21.9% 1 0% 4.3
Pacific Excel Wealth Advisors
4213
Pacific Excel Wealth Advisors
California
$90.1M -$168M -65% 2.26% – 307 87.95% 0.2
MA
4214
McGrath & Associates
North Carolina
$89.8M +$13.1M +17% 0.96% – 44 27.27% 1.1
Mowery & Schoenfeld Wealth Management
4215
Mowery & Schoenfeld Wealth Management
Illinois
$89.6M +$16.3M +22% 1.97% 96.9% 404 20.54% 1.7
Lionsbridge Wealth Management
4216
Lionsbridge Wealth Management
Florida
$89.6M -$12.3M -12% 1.42% 65.5% 73 20.55% 2.1
Walleye Partners
4217
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
1888 Investments
4218
1888 Investments
Colorado
$88.4M +$31.9M +57% 1.02% 43.2% 8 50% 0.8
GBA
4219
Garrison Bradford & Associates
New York
$88.1M -$4.07M -4% 1.61% 62.2% 38 26.32% 7.2
John W. Brooker & Co
4220
John W. Brooker & Co
California
$88M +$5.19M +6% 0.06% 43.4% 78 14.1% 2.4
Aflac Inc
4221
Aflac Inc
Georgia
$87.5M -$5.12M -6% 5.37% 13.4% 4 0% 3.2
AIS
4222
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
Vermillion Wealth Management
4223
Vermillion Wealth Management
Minnesota
$87.4M -$339M -80% 0.77% – 1,604 64.84% 0.7
Courant Investment Management
4224
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
Pictet Bank & Trust
4225
Pictet Bank & Trust
Bahamas
$85.5M -$7.81M -8% 5.72% 82.7% 42 28.57% 4.5