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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, 7,143 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)
Wealth Science Advisors
4751
Wealth Science Advisors
Georgia
$238M +$12.9M +6% 0.01% – 98 19.39% 0.6
Truxt Investmentos
4752
Truxt Investmentos
Brazil
$238M +$151M +174% 2.33% – 34 85.29% 0.1
Collaborative Wealth Management
4753
Collaborative Wealth Management
Florida
$238M -$909K -0.4% 0.47% 46.6% 183 12.57% 3.3
EV
4754
EJMK Ventures
Illinois
$237M +$17M +8% 1.75% – 185 18.38% 0.6
Ardent Capital Management
4755
Ardent Capital Management
Ohio
$237M -$3.46M -1% 3.06% 87.2% 49 38.78% 3
Ironwood Wealth Management (West Virginia)
4756
Ironwood Wealth Management (West Virginia)
West Virginia
$237M +$521K +0.2% 0.08% 38.1% 29 27.59% 3.4
Smallwood Wealth Investment Management
4757
Smallwood Wealth Investment Management
New Jersey
$237M +$7.94M +3% 2.38% 78% 709 39.92% 1.3
GPM Growth Investors
4758
GPM Growth Investors
Michigan
$237M -$2.78M -1% 3.19% – 44 4.55% 3.7
AIFS
4759
A&I Financial Services
Colorado
$237M +$6.9M +3% 1.12% – 83 16.87% 1.9
HS Management Partners
4760
HS Management Partners
New York
$236M -$54.6M -19% 2.02% 36.2% 25 16% 4.1
BOCM
4761
Bontempo Ohly Capital Management
Maryland
$236M +$1.59M +0.7% 2.21% 58.8% 33 0% 4.7
Braeburn Wealth Management
4762
Braeburn Wealth Management
Michigan
$236M +$3.4M +1% 2.45% – 122 38.52% 0.5
Trail Ridge Investment Advisors
4763
Trail Ridge Investment Advisors
Colorado
$236M -$431K -0.2% 1.5% 83.9% 100 11% 3.4
Signature Resources Capital Management
4764
Signature Resources Capital Management
California
$236M -$17.4M -7% 0.81% 67.8% 1,001 37.46% 1.2
CWMGP
4765
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$236M -$47.5M -17% 1.51% 85.4% 108 38.89% 2.4
PFG Private Wealth Management
4766
PFG Private Wealth Management
Florida
$236M +$5.31M +2% 0.44% 52.6% 84 25% 1.7
SPAS
4767
Spectrum Planning & Advisory Services
California
$236M +$12.6M +6% 0.69% – 142 18.31% 1.7
CCM
4768
Conway Capital Management
California
$236M +$11.3M +5% 6.43% 164% 44 20.45% 3.7
Panoramic Capital Partners
4769
Panoramic Capital Partners
Oregon
$236M +$24.3M +11% 1.46% – 84 22.62% 1.1
BlueDoor Private Wealth
4770
BlueDoor Private Wealth
Massachusetts
$236M -$1.75M -0.7% 1.16% – 171 8.77% 0.7
RCS
4771
R2 Capital Strategies
Nebraska
$236M +$15M +7% 3.82% – 118 5.93% 0.2
FG
4772
Franchise GP
$236M +$20.4M +9% 7.66% – 48 31.25% 0.5
LCM Capital Management
4773
LCM Capital Management
Illinois
$235M +$5.36M +2% 4.98% 128% 136 13.24% 3.5
PTM Wealth Management
4774
PTM Wealth Management
United States
$235M +$13.2M +6% 1.19% – 63 4.76% 1.2
Arbiter Partners Capital Management
4775
Arbiter Partners Capital Management
New York
$235M +$38.4M +20% 50.8% 630% 47 6.38% 2.7