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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, 6,148 funds (~69%) 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)
Sterling Investment Management
4626
Sterling Investment Management
Arizona
$184M +$1.99M +1% 1.04% 45.3% 78 19.23% 3.5
Mountain Hill Investment Partners
4627
Mountain Hill Investment Partners
New Jersey
$184M +$7.67M +4% 1.28% – 217 32.72% 1.2
Fidato Wealth
4628
Fidato Wealth
Ohio
$184M +$13M +8% 0.52% 61.1% 31 54.84% 1.3
Reicon Wealth Advisors
4629
Reicon Wealth Advisors
Georgia
$184M +$21.7M +13% 0.39% – 105 16.19% 0.5
GWM
4630
Global Wealth Management
New Jersey
$184M -$12.6M -6% 0.57% – 48 4.17% 1.4
Rochester Wealth Strategies
4631
Rochester Wealth Strategies
Michigan
$184M +$2.85M +2% 0.24% – 29 20.69% 1.1
DQRIM
4632
Dale Q Rice Investment Management
Washington
$184M -$930K -0.5% 0.84% – 70 5.71% 1.5
WPEP
4633
Walnut Private Equity Partners
Nebraska
$183M -$1.73M -0.9% 1.83% 48% 15 0% 5
Taylor Financial Group
4634
Taylor Financial Group
Virginia
$183M +$1.15M +0.6% 0.12% 79% 105 10.48% 2.5
Kuhn & Co Investment Counsel
4635
Kuhn & Co Investment Counsel
Illinois
$183M +$10M +6% 1.47% 88.7% 164 10.98% 2
Washington Growth Strategies
4636
Washington Growth Strategies
District of Columbia
$183M +$2.82M +2% 0.05% – 64 3.13% 1.4
DMKJ
4637
David M. Knott Jr
$183M -$6.34M -3% 25.2% 219% 92 21.74% 2.5
Pillar Financial Advisors
4638
Pillar Financial Advisors
Kentucky
$183M -$8.36M -4% 0.9% – 125 19.2% 1.5
Sterling Wealth Advisors
4639
Sterling Wealth Advisors
Florida
$183M -$1.2M -0.7% 0.18% – 22 9.09% 1.5
Robinson Value Management
4640
Robinson Value Management
Texas
$183M -$4.09M -2% 1.82% 79.3% 82 14.63% 3.4
DecisionMap Wealth Management
4641
DecisionMap Wealth Management
Virginia
$183M +$3.9M +2% 2.33% – 147 6.8% 1.4
Fee-Only Financial Planning
4642
Fee-Only Financial Planning
South Carolina
$182M -$4.27M -2% 0.09% 72.6% 45 4.44% 3.1
Forbes Financial Planning
4643
Forbes Financial Planning
Rhode Island
$182M -$4.12M -2% 0.62% 52.3% 39 5.13% 2.7
Hudson Canyon Capital Management
4644
Hudson Canyon Capital Management
New York
$182M -$4.71M -3% 5.82% 182% 52 5.77% 3.4
Pacific Point Advisors
4645
Pacific Point Advisors
California
$182M -$36.7M -17% 1.24% – 136 16.18% 1.4
Ridgepath Capital Management
4646
Ridgepath Capital Management
Tennessee
$182M -$44.4M -20% 0.45% 73.5% 62 17.74% 1.7
GA
4647
Gagnon Advisors
New York
$182M +$24.8M +16% 22.9% 214% 26 19.23% 4.7
Innealta Capital
4648
Innealta Capital
Texas
$182M -$5.4M -3% 0.16% 69.8% 101 34.65% 2.5
TLW Wealth Management
4649
TLW Wealth Management
Florida
$182M +$5.13M +3% 3.75% 98.3% 23 13.04% 4.3
SharpePoint
4650
SharpePoint
Arizona
$182M -$17.9M -9% 1.35% – 95 13.68% 1