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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)
JC
4876
JCSD Capital
California
$122M +$52.9M +77% 0.36% – 28 50% 1.1
Lotus Asset Management
4877
Lotus Asset Management
Tennessee
$122M +$8.52M +8% 4.89% – 49 16.33% 0.2
ETF Store
4878
ETF Store
Kansas
$122M +$2M +2% 0.22% 61% 117 9.4% 2.9
SFI Advisors
4879
SFI Advisors
New Jersey
$122M +$5.62M +5% 2.07% 95.9% 65 15.38% 2.4
DB Fitzpatrick & Co
4880
DB Fitzpatrick & Co
Idaho
$121M -$2.26M -2% 0.47% 42.7% 107 13.08% 2.8
Montgomery Financial Services
4881
Montgomery Financial Services
Maryland
$121M +$6.38M +6% 0.78% – 383 16.19% 0.2
ASCM
4882
Adkins Seale Capital Management
Louisiana
$121M +$8.9M +8% 1.94% – 242 4.55% 0.7
Hardworking Capital Advisors
4883
Hardworking Capital Advisors
California
$121M -$1.19M -1% 3.28% – 109 45.87% 0.5
Wall Capital Group
4884
Wall Capital Group
Arizona
$121M -$994K -0.8% 1.11% – 34 17.65% 2.2
North Forty Two & Co
4885
North Forty Two & Co
Oregon
$121M +$3.31M +3% 1.98% – 108 5.56% 1.5
Forteris Wealth Management
4886
Forteris Wealth Management
New York
$121M -$1.28M -1% 2.13% – 73 10.96% 0.7
Investment Insight Wealth Management
4887
Investment Insight Wealth Management
New York
$121M +$5.51M +5% 7.46% – 45 4.44% 0.6
MKD Wealth Coaches
4888
MKD Wealth Coaches
Michigan
$121M +$3.87M +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
4889
3 Factor Indexing
California
$121M +$2.7M +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
4890
Portfolio Resources Advisor Group
Florida
$121M +$2.59M +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
4891
Drum Hill Capital
Connecticut
$121M +$22.8M +23% 9.07% – 49 12.24% 1.4
AIM
4892
Axiom Investment Management
New York
$121M -$28.9M -19% 1.07% – 544 50.55% 1.3
IWA
4893
Independent Wealth Advisors
North Carolina
$121M +$10.2M +9% 0.5% – 83 12.05% 0.6
SA
4894
Stonebridge Advisors
Connecticut
$121M +$37.7M +45% 6.88% 0.03% 4 25% 1.5
Twin Cities Retirement Group
4895
Twin Cities Retirement Group
Minnesota
$121M +$3.7M +3% 1.77% – 27 18.52% 0.6
Blom & Howell Financial Planning
4896
Blom & Howell Financial Planning
California
$120M +$171K +0.1% 0.79% – 71 15.49% 0.7
Red Mountain Financial
4897
Red Mountain Financial
Colorado
$120M +$684K +0.6% 0.54% – 85 8.24% 2
Finhabits Advisors
4898
Finhabits Advisors
New York
$120M +$917K +0.8% 1.88% – 15 0% 0.8
GC
4899
Gruss & Co
Florida
$120M +$79M +194% 6.57% 173% 43 23.26% 2.1
BankChampaign National Association
4900
BankChampaign National Association
Illinois
$120M -$10.5M -8% 0.38% – 227 22.91% 0.5