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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, 5,393 funds (~60%) 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)
Alessandra Capital Management
4601
Alessandra Capital Management
California
$142M +$913K +0.6% 1.1% – 142 25.35% 0.6
AC
4602
Agman Capital
Nebraska
$142M -$16.4M -10% 12.3% – 21 19.05% 0.6
SPAL
4603
StoneRidge PMG Advisors, LLC
Pennsylvania
$142M – – 3.15% – 147 – 0
Blueline Advisors
4604
Blueline Advisors
New Hampshire
$142M -$2.52M -2% 1.22% – 297 25.25% 0.6
Stirlingshire Investments
4605
Stirlingshire Investments
New York
$142M +$6.96M +5% 0.09% – 266 33.08% 0.5
NorthAvenue LLC
4606
NorthAvenue LLC
Ohio
$142M +$2.2M +2% 0.72% – 316 14.87% 0.7
PM
4607
Parametrica Management
Hong Kong
$142M +$14.2M +11% 2.07% 543% 35 60% 1
Forest Hill Capital
4608
Forest Hill Capital
Arkansas
$142M +$11.7M +9% 9.71% 132% 24 25% 4.1
Richwood Investment Advisors
4609
Richwood Investment Advisors
Ohio
$142M -$562K -0.4% 0.6% 71.9% 112 8.93% 3.8
PCG Asset Management
4610
PCG Asset Management
New Jersey
$142M +$2.02M +1% 2.03% – 147 70.75% 0.6
RHDIC
4611
R.H. Dinel Investment Counsel
California
$142M +$11.3M +9% 14.6% 55.9% 40 2.5% 10.7
LifePlan Financial
4612
LifePlan Financial
Minnesota
$141M -$1.51M -1% 2.3% 69.9% 95 10.53% 1.9
MCM
4613
Magnolia Capital Management
New York
$141M -$3.67M -3% 1.26% 85.9% 75 5.33% 4.7
Rhodes Investment Advisors
4614
Rhodes Investment Advisors
Texas
$141M +$5.11M +4% 4% – 141 21.99% 0.6
Western Reserve Capital Management
4615
Western Reserve Capital Management
Ohio
$141M +$6.09M +5% 1.32% – 54 1.85% 0.7
Tortuga Wealth Management
4616
Tortuga Wealth Management
California
$141M +$9.01M +7% 5.36% – 146 10.96% 0.6
Sherman Wealth Management
4617
Sherman Wealth Management
Maryland
$141M +$7.94M +6% 1.02% – 88 9.09% 0.7
Daytona Street Capital
4618
Daytona Street Capital
Missouri
$141M +$3.61M +3% 0.22% – 319 21.63% 0.6
HBE Wealth Management
4619
HBE Wealth Management
Nebraska
$141M +$1.3M +0.9% 0.08% – 61 13.11% 0.7
Odyssey Capital Advisors
4620
Odyssey Capital Advisors
Pennsylvania
$140M +$844K +0.6% 3.13% – 104 6.73% 0.7
WealthPoint Financial
4621
WealthPoint Financial
North Carolina
$140M +$3.06M +2% 0.63% – 133 10.53% 0.7
BPH
4622
Boundless Plain Holdings
$140M -$291M -68% 3.26% – 11 54.55% 0.8
Saber Capital Management
4623
Saber Capital Management
North Carolina
$140M -$6.87M -5% 2.29% – 46 26.09% 1.2
Partnership Wealth Management
4624
Partnership Wealth Management
Maryland
$140M -$7.78M -5% 1.26% 67.6% 69 5.8% 2.4
UFA
4625
Uptown Financial Advisors
Texas
$140M -$11.8M -8% 0.5% – 93 22.58% 1.5