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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, 4,669 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)
Variant Private Wealth
4326
Variant Private Wealth
Virginia
$113M +$23.6M +27% 8.8% – 47 14.89% 1.3
Royal Palms Capital
4327
Royal Palms Capital
Montana
$113M -$1.16M -1% 2.91% – 61 16.39% 0.6
Stonebridge Wealth Management
4328
Stonebridge Wealth Management
Illinois
$112M +$695K +0.6% 0.65% – 38 10.53% 1.1
Zenith Solutions
4329
Zenith Solutions
Pennsylvania
$112M +$1.98M +2% 1.02% – 96 23.96% 0.2
Vericrest Private Wealth
4330
Vericrest Private Wealth
Pennsylvania
$112M -$195K -0.2% 0% – 44 6.82% 2.7
Fortune Financial Group
4331
Fortune Financial Group
Florida
$112M -$15.6M -12% 0.24% – 121 28.93% 0.6
Haven Global Partners
4332
Haven Global Partners
Georgia
$112M -$18.3M -14% 1.12% – 9 11.11% 1.2
Teza Capital Management
4333
Teza Capital Management
Illinois
$112M +$60.2M +116% 6.67% 133% 295 71.19% 0.3
Banta Asset Management
4334
Banta Asset Management
California
$112M -$117K -0.1% 1.3% – 21 19.05% 4.8
Plus Group Wealth Advisors
4335
Plus Group Wealth Advisors
Wisconsin
$112M +$5.48M +5% 0.93% – 54 16.67% 0.6
Arbor Wealth Management (Arizona)
4336
Arbor Wealth Management (Arizona)
Arizona
$112M -$874K -0.8% 0.43% – 27 18.52% 0.7
Urban Wealth Management
4337
Urban Wealth Management
California
$112M -$3.09M -3% 2.45% – 118 17.8% 1.5
Objective Capital Management
4338
Objective Capital Management
Ohio
$112M -$1.06M -0.9% 1.78% – 111 18.02% 2.7
Sensenig Capital Advisors
4339
Sensenig Capital Advisors
Pennsylvania
$111M +$2M +2% 0.64% – 37 18.92% 0.7
Atlas Venture Advisors
4340
Atlas Venture Advisors
Massachusetts
$111M -$32.3M -22% 21.5% 34.6% 3 0% 6.9
Thayer Financial
4341
Thayer Financial
North Carolina
$111M +$1.04M +0.9% 0.43% – 39 33.33% 0.6
Merrithew & Thorsten Inc
4342
Merrithew & Thorsten Inc
California
$111M -$6.78M -6% 0.07% – 108 82.41% 0.7
Hallstatt Advisors
4343
Hallstatt Advisors
New York
$111M -$31.3M -22% 9.58% – 16 37.5% 0.5
Layline Advisors
4344
Layline Advisors
New York
$111M -$942K -0.8% 0.05% – 80 8.75% 0.4
RCW Management
4345
RCW Management
Florida
$111M -$1.03M -0.9% 0.47% – 68 1.47% 0.7
IronOak Wealth
4346
IronOak Wealth
Texas
$110M – – 2.81% – 59 – 0.8
Chicago Capital Management
4347
Chicago Capital Management
Illinois
$110M -$1.87M -2% 7.44% 270% 37 48.65% 0.5
Decision Investments
4348
Decision Investments
California
$110M +$523K +0.5% 2.62% – 155 9.68% 0.7
Michael Brady & Co
4349
Michael Brady & Co
Ohio
$110M -$3.14M -3% 1.01% – 58 5.17% 0.7
Barden Capital Management
4350
Barden Capital Management
Texas
$110M +$1.57M +1% 1.21% 80.1% 58 8.62% 3