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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, 7,107 funds (~79%) 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)
WJ Wealth Management
4626
WJ Wealth Management
Arizona
$246M -$7.69M -3% 0.74% 95.6% 90 22.22% 2.5
Mad River Investors
4627
Mad River Investors
Massachusetts
$246M -$22.4M -8% 2.9% 169% 32 9.38% 3.5
Murphy Middleton Hinkle & Parker
4628
Murphy Middleton Hinkle & Parker
Georgia
$246M -$552K -0.2% 0.18% 66.8% 146 6.16% 2.4
First Bancorp
4629
First Bancorp
Maine
$245M -$7.96M -3% 0.21% 80.3% 579 10.71% 1.1
Martin Investment Management
4630
Martin Investment Management
Florida
$245M -$54.1M -18% 4.38% 50% 50 16% 5.7
Gray Private Wealth
4631
Gray Private Wealth
Massachusetts
$245M +$14M +6% 1.26% – 67 17.91% 1.6
TFB Advisors
4632
TFB Advisors
Kansas
$245M +$18.4M +8% 1.07% 85% 205 12.68% 2.1
SM
4633
Sciencast Management
New Jersey
$245M -$237M -49% 1.16% 76.6% 372 80.38% 0.1
Cooper Capital Advisors
4634
Cooper Capital Advisors
California
$245M +$14.7M +6% 0.64% – 52 30.77% 0.9
SimpliFi Inc
4635
SimpliFi Inc
California
$245M -$7.86M -3% 2.52% 27.9% 45 0% 3.5
Next Level Wealth Planning
4636
Next Level Wealth Planning
Idaho
$245M +$18M +8% 1.15% – 519 85.74% 0.2
BostonPremier Wealth
4637
BostonPremier Wealth
Massachusetts
$245M +$9.6M +4% 0.71% – 86 9.3% 1.3
Prepared Retirement Institute
4638
Prepared Retirement Institute
Pennsylvania
$245M +$10.1M +4% 0.65% 50.1% 99 8.08% 1.8
Tableaux
4639
Tableaux
Massachusetts
$245M +$7.46M +3% 1.21% – 127 8.66% 1.1
rebel Financial
4640
rebel Financial
Ohio
$245M -$6.86M -3% 1.47% – 103 45.63% 0.5
APSI
4641
Asset Planning Services Inc
Louisiana
$245M +$9.28M +4% 6.38% 138% 36 0% 6.3
Ring Mountain Capital
4642
Ring Mountain Capital
California
$245M +$6.55M +3% 3.8% – 119 15.13% 1.3
Sentinel Advisory Group
4643
Sentinel Advisory Group
Wisconsin
$245M -$55K -0% 0.74% – 62 9.68% 0.5
Turning Point Benefit Group
4644
Turning Point Benefit Group
Maryland
$245M +$12.2M +5% 1.97% – 112 8.04% 1.2
Core Wealth Partners
4645
Core Wealth Partners
California
$245M +$9.9M +4% 2.58% 75.7% 202 10.89% 2.3
Altrafin AG
4646
Altrafin AG
$245M -$10.8M -4% 11% 127% 44 100% –
Pavion Blue Capital
4647
Pavion Blue Capital
California
$244M -$4M -2% 3.02% 87.8% 119 13.45% 4.5
JCIC Asset Management
4648
JCIC Asset Management
Ontario, Canada
$244M -$82.2M -25% 8.42% – 119 36.13% 4.7
Fairfield University
4649
Fairfield University
Connecticut
$244M -$2.66M -1% 0.6% 70.6% 4 0% 6.9
Aufman Associates
4650
Aufman Associates
Pennsylvania
$244M -$6.71M -3% 1.23% 141% 70 8.57% 3.8