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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, 6,694 funds (~75%) 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)
Ayrshire Capital Management
4626
Ayrshire Capital Management
Connecticut
$219M +$5.29M +2% 1.53% 84.8% 54 14.81% 3.4
Resolute Wealth Advisor
4627
Resolute Wealth Advisor
Ohio
$219M +$43M +24% 0.16% – 512 85.16% 0.2
MH
4628
Mishpacha Holdings
$219M -$47.7M -18% 11.6% – 5 40% 0.4
Kinetic Wealth Investment Advisors
4629
Kinetic Wealth Investment Advisors
Ohio
$219M +$6.42M +3% 0.58% – 65 10.77% 0.2
Draper Asset Management
4630
Draper Asset Management
New York
$219M +$20.8M +11% 10.2% 187% 21 28.57% 2.7
Pinnacle Wealth Management Group
4631
Pinnacle Wealth Management Group
Michigan
$218M +$3.95M +2% 1.43% 64.3% 135 12.59% 2.7
SCM
4632
Sunbeam Capital Management
Georgia
$218M -$508K -0.2% 3.1% – 128 9.38% 1.3
CIA
4633
Citadel Investment Advisory
Ohio
$218M -$2.03M -0.9% 1.1% 66.1% 77 2.6% 5.1
Morgan Dempsey Capital Management
4634
Morgan Dempsey Capital Management
Wisconsin
$218M -$15.2M -7% 0.67% 55.4% 130 8.46% 3.7
CAP Partners LLC
4635
CAP Partners LLC
Tennessee
$218M +$13.7M +7% 4.05% 97% 170 9.41% 1.8
Canerector Inc
4636
Canerector Inc
Ontario, Canada
$218M -$1.08M -0.5% 0.83% – 9 0% 1.8
Wolff Wiese Magana
4637
Wolff Wiese Magana
California
$218M +$630K +0.3% 1.16% 149% 1,077 8.17% 3.1
Financial Freedom LLC
4638
Financial Freedom LLC
Ohio
$218M +$129K +0.1% 0.25% 76.9% 348 69.25% 1
Northland Capital Management
4639
Northland Capital Management
Minnesota
$218M +$32.4M +17% 1.83% 37.5% 35 20% 3
PCMK
4640
Paragon Capital Management (Kansas)
Kansas
$218M +$1.73M +0.8% 3.7% 95.5% 68 17.65% 6.3
Peterson Wealth Management
4641
Peterson Wealth Management
Nevada
$218M +$3.16M +1% 1.94% 88.9% 199 14.57% 1
Lake Hills Wealth Management
4642
Lake Hills Wealth Management
Texas
$218M -$2.36M -1% 1.86% 83.7% 75 34.67% 1.1
KA
4643
Kearns & Associates
California
$218M +$3.43M +2% 1.5% 78.7% 42 9.52% 3.5
David J. Yvars Group
4644
David J. Yvars Group
Florida
$218M +$5.7M +3% 3.23% 143% 115 13.04% 2.7
CCP
4645
Cunning Capital Partners
North Carolina
$217M -$30.4M -12% 0.1% 271% 55 1.82% 2.7
LFC
4646
LCC Family Corp
$217M -$28.3M -12% 19.2% – 1 0% 1.3
GuidedMoney
4647
GuidedMoney
Wisconsin
$217M +$1.32M +0.6% 0.98% – 35 8.57% 0.7
American Financial & Tax Strategies
4648
American Financial & Tax Strategies
New York
$217M -$4.11M -2% 0.84% 46.9% 102 0.98% 2.5
Addison Advisors
4649
Addison Advisors
Vermont
$217M +$5.31M +3% 0.58% 54.5% 817 19.46% 3
Tilia Fiduciary Partners
4650
Tilia Fiduciary Partners
North Carolina
$217M +$5.96M +3% 3.24% 101% 133 18.8% 3.2