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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, 4,696 funds (~53%) 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)
UG Investment Advisers
4476
UG Investment Advisers
Taiwan
$90.2M -$12.9M -13% 1.83% 183% 11 27.27% 1.2
WestBridge Capital Management
4477
WestBridge Capital Management
Mauritius
$90.1M +$10.6M +13% 26.4% 21.9% 1 0% 4.3
Pacific Excel Wealth Advisors
4478
Pacific Excel Wealth Advisors
California
$90.1M -$168M -65% 2.26% – 307 87.95% 0.2
MA
4479
McGrath & Associates
North Carolina
$89.8M +$13.1M +17% 0.96% – 44 27.27% 1.1
Mowery & Schoenfeld Wealth Management
4480
Mowery & Schoenfeld Wealth Management
Illinois
$89.6M +$16.3M +22% 1.97% 96.9% 404 20.54% 1.7
Lionsbridge Wealth Management
4481
Lionsbridge Wealth Management
Florida
$89.6M -$12.3M -12% 1.42% 65.5% 73 20.55% 2.1
Eurizon Asset Management Hungary
4482
Eurizon Asset Management Hungary
$89.5M -$4.4M -5% 3.56% – 21 4.76% 0.6
Walleye Partners
4483
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
1888 Investments
4484
1888 Investments
Colorado
$88.4M +$31.9M +57% 1.02% 43.2% 8 50% 0.8
GBA
4485
Garrison Bradford & Associates
New York
$88.1M -$4.07M -4% 1.61% 62.2% 38 26.32% 7.2
John W. Brooker & Co
4486
John W. Brooker & Co
California
$88M +$5.19M +6% 0.06% 43.4% 78 14.1% 2.4
Aflac Inc
4487
Aflac Inc
Georgia
$87.5M -$5.12M -6% 5.37% 13.4% 4 0% 3.2
AIS
4488
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
Vermillion Wealth Management
4489
Vermillion Wealth Management
Minnesota
$87.4M -$339M -80% 0.77% – 1,604 64.84% 0.7
Courant Investment Management
4490
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
Elite Life Management
4491
Elite Life Management
Florida
$86.8M +$1.33M +2% 2.28% 91.6% 64 15.63% 1.5
Pictet Bank & Trust
4492
Pictet Bank & Trust
Bahamas
$85.5M -$7.81M -8% 5.72% 82.7% 42 28.57% 4.5
OWM
4493
Omnitrust Wealth Management
Florida
$85.4M – – 1.66% – 64 – 0.9
YIM
4494
Yoffe Investment Management
Pennsylvania
$84.9M -$2.47M -3% 1.6% – 116 4.31% 1.6
Divco West Real Estate Services
4495
Divco West Real Estate Services
California
$84.6M -$9.43M -10% 9.93% 2.32% 4 0% 3.8
ACM
4496
Ariose Capital Management
Hong Kong
$84.3M -$150M -64% 20.2% 2,106% 25 96% 0
WMS Group
4497
WMS Group
Louisiana
$84.2M +$6.71M +9% 1.97% – 61 8.2% 0.6
Fiscal Wisdom Wealth Management
4498
Fiscal Wisdom Wealth Management
Connecticut
$84.1M -$33.8M -29% 1.66% – 118 23.73% 0.7
Centennial Advisors
4499
Centennial Advisors
Texas
$83.7M -$139K -0.2% 0.45% – 89 30.34% 0.5
FinDec Wealth Services
4500
FinDec Wealth Services
California
$83.5M -$1.1M -1% 0.19% 52.7% 33 12.12% 3.1