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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, 5,247 funds (~59%) 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)
Scratch Capital
4276
Scratch Capital
Idaho
$157M -$44.8M -22% 1.41% – 48 20.83% 1.4
Safir Wealth Advisors
4277
Safir Wealth Advisors
New Hampshire
$157M +$2.73M +2% 0.53% 52.1% 18 5.56% 3.7
Gladwyn Financial Advisors
4278
Gladwyn Financial Advisors
Virginia
$157M -$3.3M -2% 1.22% – 82 1.22% 1.2
Town Capital
4279
Town Capital
Maryland
$157M -$1.16M -0.7% 0.24% – 86 23.26% 0.5
Prota Financial
4280
Prota Financial
Texas
$157M +$4.61M +3% 0.41% – 71 4.23% 0.7
ATX Financial Planning
4281
ATX Financial Planning
Texas
$156M +$5.4M +4% 1.56% – 94 27.66% 0.6
Kopion Asset Management
4282
Kopion Asset Management
Texas
$156M -$1.73M -1% 4.38% 80.5% 21 4.76% 4.3
Polaris Investment Advisors
4283
Polaris Investment Advisors
Massachusetts
$156M +$308K +0.2% 0.59% – 82 13.41% 0.7
46 Peaks LLC
4284
46 Peaks LLC
Pennsylvania
$156M -$2.67M -2% 1.6% – 31 29.03% 0.7
Aspetuck Financial Management
4285
Aspetuck Financial Management
Connecticut
$156M -$13.5M -8% 2.42% – 85 11.76% 1.5
True Wind Capital Management
4286
True Wind Capital Management
California
$156M -$69.8M -31% 22.9% 59.6% 2 50% 4.8
Paradigm Strategies in Wealth Management
4287
Paradigm Strategies in Wealth Management
Minnesota
$156M -$8.06M -5% 0.34% 41.2% 62 11.29% 3
Madison Park Capital Advisors
4288
Madison Park Capital Advisors
Washington
$156M +$15.6M +11% 2.1% 62.4% 76 18.42% 1.9
AlpenGlobal Capital
4289
AlpenGlobal Capital
California
$156M +$26.9K +0% 1.29% – 38 18.42% 1.4
PlanVest Financial
4290
PlanVest Financial
Maryland
$156M +$6.03M +4% 1.1% – 615 5.04% 0.5
Winebrenner Capital Management
4291
Winebrenner Capital Management
Kentucky
$155M -$8.78M -5% 0.54% – 161 13.04% 1.3
Terra Nova Asset Management
4292
Terra Nova Asset Management
New York
$155M -$7.91M -5% 1.29% 172% 107 24.3% 3.2
Seek First
4293
Seek First
California
$155M -$3.1M -2% 0.89% – 68 8.82% 1.3
Lederer & Associates Investment Counsel
4294
Lederer & Associates Investment Counsel
California
$155M +$3.18M +2% 5.63% 92.7% 90 8.89% 5.9
ML
4295
MTCO Ltd
$155M -$116M -43% 26.3% – 6 33.33% 0.4
Mirabaud Asset Management (France)
4296
Mirabaud Asset Management (France)
France
$155M -$67.3M -30% 0% – 19 0% 0.1
DW
4297
Durante & Waters
New York
$155M +$2.14M +1% 0.42% 59.1% 37 16.22% 2.2
MJT & Associates Financial Advisory
4298
MJT & Associates Financial Advisory
Minnesota
$155M +$3.41M +2% 0.33% – 490 15.92% 1.2
Richard Young Associates
4299
Richard Young Associates
Georgia
$155M +$4.08M +3% 1.62% – 33 18.18% 0.6
Rye Brook Capital
4300
Rye Brook Capital
Connecticut
$154M +$11.9M +8% 0.98% 77.2% 44 18.18% 1.1