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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, 6,717 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)
Stephenson & Company
4626
Stephenson & Company
California
$220M +$6.63M +3% 1.12% 47% 63 26.98% 1.6
English Capital Management
4627
English Capital Management
Michigan
$220M +$2.83M +1% 0.13% 112% 38 7.89% 1.9
Brendel Financial Advisors
4628
Brendel Financial Advisors
New Hampshire
$220M +$4.08M +2% 5.29% 139% 125 33.6% 1.7
Riverbend Wealth Management
4629
Riverbend Wealth Management
South Carolina
$220M +$20.9M +10% 2.71% – 185 12.43% 1.3
SCA
4630
Sander Capital Advisors
Washington
$220M +$30.9M +16% 19.8% 113% 13 15.38% 5.9
Nipun Capital
4631
Nipun Capital
California
$220M +$5.16M +2% 0.91% 30.2% 10 30% 1.6
Chatterton & Associates
4632
Chatterton & Associates
California
$220M +$49.8M +29% 0.78% – 117 23.93% 0.6
SWP
4633
Semus Wealth Partners
Florida
$220M +$12.7M +6% 5% 107% 119 14.29% 2.5
Gerber LLC
4634
Gerber LLC
Ohio
$220M +$6.97M +3% 1.75% 137% 97 12.37% 2.1
Pinney & Scofield
4635
Pinney & Scofield
Massachusetts
$220M +$15M +7% 0.78% – 246 6.5% 1.5
Legacy Wealth Management (Idaho)
4636
Legacy Wealth Management (Idaho)
Idaho
$219M -$23.3M -10% 3.14% – 257 40.08% 1.1
Echo45 Advisors
4637
Echo45 Advisors
California
$219M +$25.8M +13% 0.77% 53.6% 122 37.7% 1.6
Commonwealth Bank of Australia
4638
Commonwealth Bank of Australia
Australia
$219M -$136M -38% 37.8% – 2 0% 0.8
WBWA
4639
William B. Walkup & Associates
South Carolina
$219M +$11.6M +6% 6.39% – 258 5.81% 1.4
Essential Partners
4640
Essential Partners
California
$219M +$2.18M +1% 3.12% – 3,035 11.99% 1
Bradley & Co Private Wealth Management
4641
Bradley & Co Private Wealth Management
Florida
$219M +$9.03M +4% 4.53% – 237 12.24% 3.5
Fort Vancouver Investment Management
4642
Fort Vancouver Investment Management
Washington
$219M +$4.7M +2% 0.81% – 62 0% 1.7
Avid Wealth Partners
4643
Avid Wealth Partners
Texas
$219M +$12.3M +6% 0.7% 93.7% 88 22.73% 1.3
Ayrshire Capital Management
4644
Ayrshire Capital Management
Connecticut
$219M +$5.29M +2% 1.53% 84.8% 54 14.81% 3.4
Resolute Wealth Advisor
4645
Resolute Wealth Advisor
Ohio
$219M +$43M +24% 0.16% – 512 85.16% 0.2
MH
4646
Mishpacha Holdings
$219M -$47.7M -18% 11.6% – 5 40% 0.4
Kinetic Wealth Investment Advisors
4647
Kinetic Wealth Investment Advisors
Ohio
$219M +$6.42M +3% 0.58% – 65 10.77% 0.2
Draper Asset Management
4648
Draper Asset Management
New York
$219M +$20.8M +11% 10.2% 187% 21 28.57% 2.7
Pinnacle Wealth Management Group
4649
Pinnacle Wealth Management Group
Michigan
$218M +$3.95M +2% 1.43% 64.3% 135 12.59% 2.7
SCM
4650
Sunbeam Capital Management
Georgia
$218M -$508K -0.2% 3.1% – 128 9.38% 1.3