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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, 5,500 funds (~62%) 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)
IDG China Venture Capital Fund IV Associates
4601
IDG China Venture Capital Fund IV Associates
Hong Kong
$148M +$331K +0.2% 0.44% 13.3% 4 0% 4.6
Cravens & Co Advisors
4602
Cravens & Co Advisors
Tennessee
$147M -$1.47M -1% 1.59% 70.4% 72 22.22% 2.3
Ipsen Advisor Group
4603
Ipsen Advisor Group
Arkansas
$147M -$8.12M -5% 1.01% – 107 1.87% 2.7
Tenzing Financial
4604
Tenzing Financial
Virginia
$147M +$1.71M +1% 0.22% – 87 13.79% 0.7
Brown University
4605
Brown University
Rhode Island
$147M +$35.5M +32% 6.95% 40.1% 17 64.71% 1.1
Impala Asset Management
4606
Impala Asset Management
Florida
$147M -$29.3M -17% 3.69% 68.3% 26 38.46% 1
Ball & Co Wealth Management
4607
Ball & Co Wealth Management
Tennessee
$147M +$5.91M +4% 1.66% – 76 67.11% 1.3
Turn8 Private Wealth
4608
Turn8 Private Wealth
$147M -$2.97M -2% 3.25% – 63 28.57% 1
Midwest Financial Network
4609
Midwest Financial Network
Illinois
$147M +$346K +0.2% 0.05% – 111 10.81% 1
Blodgett Wealth Advisors
4610
Blodgett Wealth Advisors
California
$147M -$2.49M -2% 8.22% 150% 74 13.51% 3.2
BCG
4611
BRIA Capital Group
Florida
$147M +$11.2M +8% 4.31% – 74 8.11% 0.5
PVG Asset Management
4612
PVG Asset Management
Colorado
$147M -$26.5M -15% 0.49% – 150 28% 0.9
Arnold Financial Planning
4613
Arnold Financial Planning
Iowa
$147M +$12.6M +9% 1.29% – 46 13.04% 0.5
Peak Wealth Management
4614
Peak Wealth Management
New Hampshire
$147M +$4.12M +3% 0.25% – 69 17.39% 0.6
ALAM
4615
Asahi Life Asset Management
Japan
$147M -$30.3M -17% 3.06% 133% 213 54.93% 2.2
Virtue Asset Management
4616
Virtue Asset Management
Illinois
$147M +$4.13M +3% 2.74% – 109 3.67% 0.9
Clear Point Advisors
4617
Clear Point Advisors
New York
$146M +$33.7M +30% 1.38% 56.7% 138 37.68% 0.7
Collier Financial
4618
Collier Financial
Colorado
$146M +$142K +0.1% 1.55% – 155 9.68% 1.3
AF
4619
ASL Financial
California
$146M +$4.27M +3% 0.65% – 102 6.86% 0.7
Clarity Retirement & Wealth
4620
Clarity Retirement & Wealth
Massachusetts
$146M +$1.11M +0.8% 0.83% – 36 13.89% 0.6
Langdon Equity Partners
4621
Langdon Equity Partners
$146M -$32.9M -18% 5.04% – 23 60.87% 0.2
HRC
4622
Hoertkorn Richard Charles
$146M -$3.2M -2% 0.33% 182% 71 4.23% 8.9
LTG Capital
4623
LTG Capital
Massachusetts
$146M -$3.58M -2% 4.48% 59% 25 4% 4.3
Woodside Wealth Management
4624
Woodside Wealth Management
Massachusetts
$146M +$2.4M +2% 0.36% – 46 8.7% 1.4
BFI Wealth Solutions
4625
BFI Wealth Solutions
Texas
$146M +$10.9M +8% 0.83% – 85 4.71% 0.7