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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, 6,579 funds (~74%) 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)
SPI
4626
Sutton Place Investors
New York
$212M +$5.84M +3% 1.73% 84% 158 10.13% 2.2
Destiny Capital
4627
Destiny Capital
Colorado
$212M -$2.83M -1% 0.89% 60.5% 63 9.52% 2.5
Cape Ann Savings Bank
4628
Cape Ann Savings Bank
Massachusetts
$212M -$218K -0.1% 1.47% 82% 119 6.72% 5
BFI Infinity
4629
BFI Infinity
Switzerland
$212M -$125M -37% 3.6% – 79 27.85% 0.9
Orcam Financial Group
4630
Orcam Financial Group
California
$212M +$7.4M +4% 0.27% 45.4% 112 11.61% 1.7
Commerce Advisors
4631
Commerce Advisors
Tennessee
$212M +$27.9M +15% 1.91% – 137 13.14% 0.4
Chou Associates Management
4632
Chou Associates Management
Ontario, Canada
$212M -$4.7M -2% 0.79% 70% 31 0% 4
McDonough Capital Management
4633
McDonough Capital Management
Florida
$212M +$11.8M +6% 7.15% 119% 54 5.56% 3.3
Hilltop Wealth Advisors
4634
Hilltop Wealth Advisors
North Carolina
$212M +$9.6M +5% 2.67% 68.6% 76 13.16% 2.9
HBL
4635
Higo Bank, Ltd.
$212M +$15.7M +8% 8.19% 155% 26 15.38% 2.7
HFS
4636
Hoge Financial Services
Pennsylvania
$212M +$2.79M +1% 0.4% 60.8% 88 14.77% 1.8
Hager Investment Management Services
4637
Hager Investment Management Services
New Hampshire
$212M -$5.77M -3% 1.55% – 374 11.76% 1.3
Crown Oak Advisors
4638
Crown Oak Advisors
California
$212M -$3.11M -1% 0.9% 53.3% 23 0% 2.5
Rareview Capital
4639
Rareview Capital
Nevada
$212M +$32.7M +18% 4.81% 28.6% 62 20.97% 1.2
Gouws Capital LLC
4640
Gouws Capital LLC
North Carolina
$212M -$3.37M -2% 0.44% 114% 56 7.14% 3.5
Cedar Cove Wealth Partners
4641
Cedar Cove Wealth Partners
Minnesota
$211M -$1.4M -0.7% 0.11% – 95 15.79% 0.6
Code Waechter
4642
Code Waechter
Florida
$211M +$18.1M +9% 0.57% – 132 8.33% 1.4
SBCM
4643
Silverberg Bernstein Capital Management
New York
$211M -$49.7M -19% 10.3% 133% 71 14.08% 2.4
Financial Alternatives
4644
Financial Alternatives
California
$211M +$8.37M +4% 0.9% 55% 348 75.57% 0.8
AUA Capital Management
4645
AUA Capital Management
Pennsylvania
$211M -$4.52M -2% 1.88% 70.2% 85 7.06% 7.2
FPC Investment Advisory
4646
FPC Investment Advisory
California
$211M -$686K -0.3% 0.14% – 36 0% 1.8
Shearwater Capital
4647
Shearwater Capital
Colorado
$211M +$1.73M +0.8% 2.13% 74.4% 71 8.45% 2.9
Arta Finance Wealth Management
4648
Arta Finance Wealth Management
California
$211M -$22.5M -10% 3.43% – 116 18.97% 0.6
Sellaronda Global Management
4649
Sellaronda Global Management
New York
$211M +$51M +32% 6.42% – 12 33.33% 0.5
Novak & Powell Financial Services
4650
Novak & Powell Financial Services
Florida
$211M -$1.31M -0.6% 1.97% 81.3% 175 10.29% 2.2