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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, 5,204 funds (~58%) 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)
Visa Foundation
4276
Visa Foundation
California
$154M -$1.54M -1% 2.2% 58.1% 2 0% 2.5
TMT General Partner
4277
TMT General Partner
Hong Kong
$154M -$40.3M -21% 19.2% – 3 0% 1.6
AC
4278
Anson Capital
Georgia
$153M -$239K -0.2% 0.31% 50.5% 97 7.22% 2.5
Spartan Planning & Wealth Management
4279
Spartan Planning & Wealth Management
North Carolina
$153M +$3.19M +2% 3.68% – 88 30.68% 1.3
Morey & Quinn Wealth Partners
4280
Morey & Quinn Wealth Partners
Nebraska
$153M -$2.1M -1% 1.28% – 147 8.16% 1.5
Sincerus Advisory
4281
Sincerus Advisory
New York
$153M +$6.01M +4% 0.83% – 87 6.9% 1.4
Stoic Point Capital Management
4282
Stoic Point Capital Management
California
$153M +$32.5M +27% 1.32% – 77 22.08% 0.5
Sankala Group
4283
Sankala Group
Colorado
$153M +$3.23M +2% 1.66% – 637 22.29% 0.7
HFAS
4284
Hummer Financial Advisory Services
Illinois
$153M +$984K +0.6% 3.87% 71.8% 135 10.37% 4.2
A4 Wealth Advisors
4285
A4 Wealth Advisors
North Carolina
$153M +$2.15M +1% 0.13% – 95 25.26% 0.8
RPS Advisory Solutions
4286
RPS Advisory Solutions
Kentucky
$153M +$1.37M +0.9% 4.94% – 111 28.83% 1.3
Stewardship Concepts Financial Services
4287
Stewardship Concepts Financial Services
Washington
$153M +$4.05M +3% 0.2% – 74 10.81% 0.6
Harpswell Capital Advisors
4288
Harpswell Capital Advisors
Maine
$152M -$3.42M -2% 1.41% – 53 32.08% 0.7
Pine Haven Investment Counsel
4289
Pine Haven Investment Counsel
Massachusetts
$152M +$3.57M +2% 4.73% 86.3% 118 5.08% 3.7
GraniteShares Advisors
4290
GraniteShares Advisors
New York
$152M -$3.23M -2% 0.92% 88.4% 91 2.2% 2
Womack Financial
4291
Womack Financial
Texas
$152M +$951K +0.6% 0.99% – 74 9.46% 1.5
AllStreet Capital Advisors
4292
AllStreet Capital Advisors
California
$152M -$1.6M -1% 0.21% – 70 5.71% 0.7
CFG
4293
Chapman Financial Group
Hawaii
$152M +$1.59M +1% 3.84% – 272 7.72% 1.4
Nestegg Advisors
4294
Nestegg Advisors
New York
$152M +$10.6M +8% 0.11% – 62 19.35% 1.3
HC
4295
Hoese & Co
Minnesota
$152M -$1.91M -1% 0.23% 51% 185 7.57% 2.8
Northern Financial Advisors
4296
Northern Financial Advisors
Michigan
$152M +$805K +0.5% 2.95% 120% 104 5.77% 2.9
Themes Management Co
4297
Themes Management Co
Connecticut
$152M +$1.04M +0.7% 5.04% – 146 27.4% 0.6
Adelphi Trust
4298
Adelphi Trust
Florida
$152M +$1.24M +0.8% 3.57% – 120 10.83% 0.6
Asset Planning Inc
4299
Asset Planning Inc
California
$152M -$2.82M -2% 0.58% – 337 3.86% 1.4
JRSI
4300
Jeter Robert S II
$151M +$47.1M +45% 1.84% – 86 51.16% 0.3