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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, 5,393 funds (~60%) 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)
LWM Advisors
4726
LWM Advisors
California
$132M -$1.63M -1% 0.87% – 40 20% 1.2
Pacific Capital Partners
4727
Pacific Capital Partners
$132M +$16.9M +15% 1.98% 61.4% 45 20% 0.4
Tannin Capital
4728
Tannin Capital
North Carolina
$132M -$19.7M -13% 1.65% – 182 21.43% 0.6
E6 Portfolios
4729
E6 Portfolios
Utah
$132M +$7.24M +6% 1.68% – 102 17.65% 0.6
James Reed Financial Services
4730
James Reed Financial Services
Ohio
$132M +$1.36M +1% 0.24% – 19 5.26% 2.7
Summerhill Capital Management
4731
Summerhill Capital Management
Ontario, Canada
$132M +$7.05M +6% 1.07% – 18 5.56% 2
Kitching Partners
4732
Kitching Partners
Pennsylvania
$132M +$15.9M +14% 1.16% 45.8% 43 16.28% 1.7
Global Strategic Management
4733
Global Strategic Management
Puerto Rico
$132M +$2.6M +2% 17.1% – 33 33.33% 3.8
Scheeler Financial
4734
Scheeler Financial
Ohio
$132M – – 1.87% – 78 – 0
SCC
4735
Seal Cove Capital
California
$132M +$1.65M +1% 2.2% – 11 18.18% 0.6
Veratis Advisors
4736
Veratis Advisors
North Carolina
$132M -$9.2M -7% 0.77% – 90 13.33% 0.7
Alliance Wealth Strategies
4737
Alliance Wealth Strategies
Virginia
$132M +$4.77M +4% 0.73% – 67 2.99% 0.7
Journey Beyond Wealth
4738
Journey Beyond Wealth
Georgia
$132M +$3.92M +3% 0.07% – 35 20% 1.3
NewCorp Financial Services
4739
NewCorp Financial Services
Georgia
$132M +$1.33M +1% 0.7% – 59 16.95% 0.6
CDKV Holdings
4740
CDKV Holdings
Colorado
$132M +$3.99M +3% 1.02% – 278 0.72% 0.7
Paragon Capital Management (Utah)
4741
Paragon Capital Management (Utah)
Utah
$132M -$3.06M -2% 0.9% 72.3% 83 19.28% 1.9
MCFP
4742
McCarley & Cook Financial Planners
Ohio
$132M +$3M +2% 0.17% – 282 9.57% 0.7
Miller Financial Services
4743
Miller Financial Services
Michigan
$132M +$7.63M +6% 0.94% – 163 17.79% 1.1
Wulff, Hansen & Co
4744
Wulff, Hansen & Co
California
$132M +$1.37M +1% 1.52% 94.7% 115 7.83% 2.9
Guardian Capital (Pennsylvania)
4745
Guardian Capital (Pennsylvania)
Pennsylvania
$132M +$9.5M +8% 1.04% – 83 20.48% 0.7
Nightview Capital
4746
Nightview Capital
Texas
$132M -$1.84M -1% 7.27% 170% 15 20% 1.9
Vision Financial Markets
4747
Vision Financial Markets
Connecticut
$131M +$16M +14% 0.45% – 438 17.35% 1.5
HPM
4748
Hudson Portfolio Management
New York
$131M -$1.06M -0.8% 1.27% – 125 10.4% 3.5
Santa Clara Valley Transportation Authority
4749
Santa Clara Valley Transportation Authority
California
$131M +$2.04M +2% 2.71% – 4 0% 2
AFG Fiduciary Services
4750
AFG Fiduciary Services
Massachusetts
$131M +$2.66M +2% 1.29% 72.4% 65 10.77% 2.9