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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, 5,255 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)
Guardian Investment Management
4276
Guardian Investment Management
California
$157M +$1.94M +1% 3.97% 103% 61 3.28% 7.1
Covestor
4277
Covestor
United Kingdom
$157M -$16.3M -9% 1.73% 134% 2,984 12.63% 3.6
Guild Investment Management
4278
Guild Investment Management
California
$157M +$10.4M +7% 7.38% 119% 66 22.73% 2.1
Capital Squared Financial
4279
Capital Squared Financial
Maryland
$157M +$3.81M +2% 0.03% – 91 5.49% 1.1
Redwood Park Advisors
4280
Redwood Park Advisors
California
$157M +$4.49M +3% 3.24% – 466 25.97% 1.1
Scratch Capital
4281
Scratch Capital
Idaho
$157M -$44.8M -22% 1.41% – 48 20.83% 1.4
Safir Wealth Advisors
4282
Safir Wealth Advisors
New Hampshire
$157M +$2.73M +2% 0.53% 52.1% 18 5.56% 3.7
Gladwyn Financial Advisors
4283
Gladwyn Financial Advisors
Virginia
$157M -$3.3M -2% 1.22% – 82 1.22% 1.2
Town Capital
4284
Town Capital
Maryland
$157M -$1.16M -0.7% 0.24% – 86 23.26% 0.5
Prota Financial
4285
Prota Financial
Texas
$157M +$4.61M +3% 0.41% – 71 4.23% 0.7
ATX Financial Planning
4286
ATX Financial Planning
Texas
$156M +$5.4M +4% 1.56% – 94 27.66% 0.6
Kopion Asset Management
4287
Kopion Asset Management
Texas
$156M -$1.73M -1% 4.38% 80.5% 21 4.76% 4.3
Polaris Investment Advisors
4288
Polaris Investment Advisors
Massachusetts
$156M +$308K +0.2% 0.59% – 82 13.41% 0.7
46 Peaks LLC
4289
46 Peaks LLC
Pennsylvania
$156M -$2.67M -2% 1.6% – 31 29.03% 0.7
Aspetuck Financial Management
4290
Aspetuck Financial Management
Connecticut
$156M -$13.5M -8% 2.42% – 85 11.76% 1.5
True Wind Capital Management
4291
True Wind Capital Management
California
$156M -$69.8M -31% 22.9% 59.6% 2 50% 4.8
Paradigm Strategies in Wealth Management
4292
Paradigm Strategies in Wealth Management
Minnesota
$156M -$8.06M -5% 0.34% 41.2% 62 11.29% 3
Madison Park Capital Advisors
4293
Madison Park Capital Advisors
Washington
$156M +$15.6M +11% 2.1% 62.4% 76 18.42% 1.9
AlpenGlobal Capital
4294
AlpenGlobal Capital
California
$156M +$26.9K +0% 1.29% – 38 18.42% 1.4
PlanVest Financial
4295
PlanVest Financial
Maryland
$156M +$6.03M +4% 1.1% – 615 5.04% 0.5
Winebrenner Capital Management
4296
Winebrenner Capital Management
Kentucky
$155M -$8.78M -5% 0.54% – 161 13.04% 1.3
Terra Nova Asset Management
4297
Terra Nova Asset Management
New York
$155M -$7.91M -5% 1.29% 172% 107 24.3% 3.2
Seek First
4298
Seek First
California
$155M -$3.1M -2% 0.89% – 68 8.82% 1.3
Lederer & Associates Investment Counsel
4299
Lederer & Associates Investment Counsel
California
$155M +$3.18M +2% 5.63% 92.7% 90 8.89% 5.9
ML
4300
MTCO Ltd
$155M -$116M -43% 26.3% – 6 33.33% 0.4