We are live on ! Find out more

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, 7,143 funds (~80%) 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)
Catalyst Private Wealth
4726
Catalyst Private Wealth
California
$239M +$32.4M +16% 12.9% 120% 107 24.3% 2.9
Koesten Hirschmann & Crabtree
4727
Koesten Hirschmann & Crabtree
Kansas
$239M -$827K -0.3% 0.24% 68.7% 57 14.04% 2.5
Plotkin Financial Advisors
4728
Plotkin Financial Advisors
Maryland
$239M -$1.83M -0.8% 1.72% 108% 121 13.22% 3.5
Cadence Wealth Management
4729
Cadence Wealth Management
Massachusetts
$239M +$15.9M +7% 6.42% 77.7% 64 4.69% 2.8
Econ Financial Services
4730
Econ Financial Services
Pennsylvania
$239M +$25.1M +12% 4.5% 16.9% 115 63.48% 0.6
AFC
4731
AFT Forsyth & Company
Florida
$239M +$31.2M +15% 8.04% 159% 124 14.52% 7.6
Olistico Wealth
4732
Olistico Wealth
Oklahoma
$239M +$5.29M +2% 2.7% 108% 367 12.53% 1.4
Bright Financial Advisors
4733
Bright Financial Advisors
Michigan
$239M +$149K +0.1% 0.34% – 73 2.74% 1.8
Brighton Securities
4734
Brighton Securities
New York
$239M +$6.14M +3% 0.51% – 57 28.07% 1.2
One Plus One Wealth Management
4735
One Plus One Wealth Management
Florida
$239M +$7.15M +3% 2.87% 71.9% 97 11.34% 2.9
International Private Wealth Advisors
4736
International Private Wealth Advisors
California
$239M +$44.6M +23% 1.15% 63.4% 185 16.76% 1.4
MFG
4737
MTM Financial Group
Pennsylvania
$239M +$5.39M +2% 0.7% 40.3% 98 6.12% 2.6
Ryan Investment Management
4738
Ryan Investment Management
Colorado
$239M +$17.8M +8% 0.32% – 46 41.3% 0.5
Blue Sky Capital Consultants Group
4739
Blue Sky Capital Consultants Group
California
$239M +$4.73M +2% 7.41% – 81 11.11% 1.2
Westbourne Investments
4740
Westbourne Investments
Virginia
$239M -$6.73M -3% 0.17% – 166 22.89% 1.1
Sustainable Insight Capital Management
4741
Sustainable Insight Capital Management
New York
$238M +$5.32M +2% 4.01% 168% 104 44.23% 1.5
Oasis Advisors
4742
Oasis Advisors
Iowa
$238M +$84.3M +55% 0.12% – 93 50.54% 0.2
Brucke Financial
4743
Brucke Financial
Indiana
$238M +$13.3M +6% 2.36% – 202 21.78% 1.1
Trevian Wealth Management
4744
Trevian Wealth Management
Massachusetts
$238M +$3.58M +2% 1.49% 103% 47 8.51% 1.9
10Elms LLP
4745
10Elms LLP
Oklahoma
$238M +$1.85M +0.8% 0.97% – 571 16.11% 1.3
Saxony Capital Management
4746
Saxony Capital Management
Missouri
$238M +$19.8M +9% 3.06% 90% 215 24.19% 1.3
Compass Capital Corp
4747
Compass Capital Corp
Massachusetts
$238M -$69.3M -23% 4.09% – 224 32.59% 1.2
II
4748
Ironclad Investments
Florida
$238M +$5.02M +2% 2.16% 78.4% 3 0% 2.8
FCFC
4749
First Citizens Financial Corp
Iowa
$238M -$1.26M -0.5% 0.45% 72.9% 142 5.63% 3.9
NFL
4750
Nova Financial LLC
Arizona
$238M – – 2.88% – 865 – 0