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, 4,676 funds (~52%) 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)
Financial Management Inc
4226
Financial Management Inc
Arkansas
$123M +$937K +0.8% 1.9% – 53 24.53% 0.6
Smith Asset Management
4227
Smith Asset Management
Florida
$123M -$4.38M -3% 3.63% – 75 9.33% 1.5
TandemGrowth Financial Advisors
4228
TandemGrowth Financial Advisors
Georgia
$123M +$211K +0.2% 1.26% – 28 10.71% 0.7
Gallacher Capital Management
4229
Gallacher Capital Management
Colorado
$122M -$56M -31% 3.26% 82.8% 298 43.62% 2.1
Hanseatic Management Services
4230
Hanseatic Management Services
New Mexico
$122M -$13.9M -10% 1.73% – 113 46.02% 0.8
Hicks Capital Management
4231
Hicks Capital Management
Ohio
$122M $0 0% 0.94% – 39 0% 1
Wealth Advisory Team
4232
Wealth Advisory Team
Kentucky
$122M -$1.06M -0.9% 0.97% – 41 9.76% 1.1
Hobbs Wealth Management
4233
Hobbs Wealth Management
Indiana
$122M +$3.58M +3% 0.35% – 23 8.7% 1.3
Crescent Sterling
4234
Crescent Sterling
Louisiana
$122M +$10.1M +9% 5.01% 68.6% 96 15.63% 2.5
LCS
4235
Luma Capital SA
$122M +$9.7M +9% 0.05% – 13 7.69% 0.7
Portus Wealth Advisors
4236
Portus Wealth Advisors
North Carolina
$122M +$114K +0.1% 1.72% – 52 7.69% 0.9
Lotus Asset Management
4237
Lotus Asset Management
Tennessee
$122M +$8.52M +8% 4.89% – 49 16.33% 0.2
ETF Store
4238
ETF Store
Kansas
$122M +$2M +2% 0.22% 61% 117 9.4% 2.9
SFI Advisors
4239
SFI Advisors
New Jersey
$122M +$5.62M +5% 2.07% 95.9% 65 15.38% 2.4
DB Fitzpatrick & Co
4240
DB Fitzpatrick & Co
Idaho
$121M -$2.26M -2% 0.47% 42.7% 107 13.08% 2.8
Montgomery Financial Services
4241
Montgomery Financial Services
Maryland
$121M +$6.38M +6% 0.78% – 383 16.19% 0.2
ASCM
4242
Adkins Seale Capital Management
Louisiana
$121M +$8.9M +8% 1.94% – 242 4.55% 0.7
Hardworking Capital Advisors
4243
Hardworking Capital Advisors
California
$121M -$1.19M -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
4244
Wall Capital Group
Arizona
$121M -$994K -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
4245
North Forty Two & Co
Oregon
$121M +$3.31M +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
4246
Forteris Wealth Management
New York
$121M -$1.28M -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
4247
Investment Insight Wealth Management
New York
$121M +$5.51M +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
4248
MKD Wealth Coaches
Michigan
$121M +$3.87M +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
4249
3 Factor Indexing
California
$121M +$2.7M +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
4250
Portfolio Resources Advisor Group
Florida
$121M +$2.59M +2% 0.26% – 201 28.86% 0.4