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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, 5,118 funds (~57%) 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)
Renasant Bank
4276
Renasant Bank
Mississippi
$148M -$7.32M -5% 1.82% 72.3% 155 21.29% 3.2
Elevation Wealth Management
4277
Elevation Wealth Management
Minnesota
$148M +$14.4M +11% 3.8% – 157 12.1% 0.6
Washington Capital Management
4278
Washington Capital Management
Washington
$148M -$3.42M -2% 1.01% 81.8% 128 19.53% 2.7
OIA
4279
Oakmont Investment Advisors
Pennsylvania
$148M +$3.93M +3% 0.98% – 133 27.82% 0.5
Gilpin Wealth Management
4280
Gilpin Wealth Management
Colorado
$148M +$3.22M +2% 1.43% – 1,484 32.48% 0.5
Essential Investment Partners
4281
Essential Investment Partners
Colorado
$148M +$23.2M +19% 5.49% – 463 34.13% 0.5
Commons Capital
4282
Commons Capital
Massachusetts
$148M +$4.8M +3% 8.02% 166% 101 16.83% 2.2
Lionshead Wealth Management
4283
Lionshead Wealth Management
New York
$148M -$6.31M -4% 2.34% – 118 12.71% 1.4
Moulton Wealth Management
4284
Moulton Wealth Management
Washington
$148M -$4.48M -3% 0.8% 47.8% 69 13.04% 0.9
Green Alpha Advisors
4285
Green Alpha Advisors
Colorado
$148M -$1.44M -1% 7.35% 316% 120 14.17% 3.6
Cravens & Co Advisors
4286
Cravens & Co Advisors
Tennessee
$147M -$1.47M -1% 1.59% 70.4% 72 22.22% 2.3
Ipsen Advisor Group
4287
Ipsen Advisor Group
Arkansas
$147M -$8.12M -5% 1.01% – 107 1.87% 2.7
Tenzing Financial
4288
Tenzing Financial
Virginia
$147M +$1.71M +1% 0.22% – 87 13.79% 0.7
Brown University
4289
Brown University
Rhode Island
$147M +$35.5M +32% 6.95% 40.1% 17 64.71% 1.1
Impala Asset Management
4290
Impala Asset Management
Florida
$147M -$29.3M -17% 3.69% 68.3% 26 38.46% 1
Ball & Co Wealth Management
4291
Ball & Co Wealth Management
Tennessee
$147M +$5.91M +4% 1.66% – 76 67.11% 1.3
Turn8 Private Wealth
4292
Turn8 Private Wealth
$147M -$2.97M -2% 3.25% – 63 28.57% 1
Midwest Financial Network
4293
Midwest Financial Network
Illinois
$147M +$346K +0.2% 0.05% – 111 10.81% 1
Blodgett Wealth Advisors
4294
Blodgett Wealth Advisors
California
$147M -$2.49M -2% 8.22% 150% 74 13.51% 3.2
BCG
4295
BRIA Capital Group
Florida
$147M +$11.2M +8% 4.31% – 74 8.11% 0.5
PVG Asset Management
4296
PVG Asset Management
Colorado
$147M -$26.5M -15% 0.49% – 150 28% 0.9
Arnold Financial Planning
4297
Arnold Financial Planning
Iowa
$147M +$12.6M +9% 1.29% – 46 13.04% 0.5
Peak Wealth Management
4298
Peak Wealth Management
New Hampshire
$147M +$4.12M +3% 0.25% – 69 17.39% 0.6
ALAM
4299
Asahi Life Asset Management
Japan
$147M -$30.3M -17% 3.06% 133% 213 54.93% 2.2
Virtue Asset Management
4300
Virtue Asset Management
Illinois
$147M +$4.13M +3% 2.74% – 109 3.67% 0.9