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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)
Turner Capital Investments
4926
Turner Capital Investments
Texas
$118M – – 0.63% – 6 – 0
Minot DeBlois Advisors
4927
Minot DeBlois Advisors
Massachusetts
$118M +$1.06M +0.9% 3.03% – 246 6.5% 1.4
Larry Mathis Financial Planning
4928
Larry Mathis Financial Planning
Arizona
$118M -$13.8M -10% 0.54% – 157 30.57% 0.6
CG
4929
Curat Global
New Hampshire
$117M -$4.91M -4% 3.14% – 260 5% 1.4
Invested Advisors
4930
Invested Advisors
Pennsylvania
$117M +$4.17M +4% 1.36% – 169 14.2% 0.7
ORBA Wealth Advisors
4931
ORBA Wealth Advisors
Illinois
$117M +$188K +0.2% 2.58% 70.5% 86 6.98% 1.6
MS
4932
Monetary Solutions
Ohio
$117M +$977K +0.8% 0.1% – 644 39.6% 0.4
Linden Rose Investment
4933
Linden Rose Investment
Texas
$117M -$11.7M -9% 4.1% – 9 22.22% 0.4
IFC & Insurance Marketing
4934
IFC & Insurance Marketing
California
$117M +$3.39M +3% 0.56% – 90 16.67% 0.6
Figure 8 Investment Strategies
4935
Figure 8 Investment Strategies
Idaho
$117M -$1.56M -1% 1.71% – 59 6.78% 1.4
Red Tree Management
4936
Red Tree Management
California
$117M -$30.6M -21% 7% – 3 0% 1.8
E&R Wealth Management
4937
E&R Wealth Management
South Carolina
$117M -$1.28M -1% 1.95% – 12 0% 0.8
One River Asset Management
4938
One River Asset Management
Connecticut
$117M -$193M -62% 2.18% 27% 269 40.52% 0.8
OFC Financial Planning
4939
OFC Financial Planning
New Jersey
$116M +$3.82M +3% 4.6% – 57 5.26% 1.6
WealthCare Asset Management
4940
WealthCare Asset Management
Missouri
$116M -$124M -52% 5.79% – 90 47.78% 0.4
FCM
4941
Fell Capital Management
California
$116M -$2.39M -2% 0.74% – 99 8.08% 0.7
Shepherd Street Advisors
4942
Shepherd Street Advisors
California
$116M +$2.32M +2% 3.1% – 88 5.68% 0.7
truNorth Financial Services
4943
truNorth Financial Services
Pennsylvania
$116M +$4.55M +4% 1.21% – 63 11.11% 0.6
Catherine Avery Investment Management
4944
Catherine Avery Investment Management
Florida
$116M -$113M -49% 4.72% – 174 5.75% 1.1
Retireful LLC
4945
Retireful LLC
Michigan
$116M +$8.64M +8% 13.2% 437% 125 66.4% 0.4
Cannae Holdings
4946
Cannae Holdings
Nevada
$116M -$17.6M -13% 13.1% 88.5% 2 0% 2.6
ACA
4947
Alpha Capital Advisors
Maine
$116M +$19.9K +0% 0.65% – 34 0% 0.7
MLP3 LLC
4948
MLP3 LLC
New Jersey
$116M +$13.1M +13% 0.05% – 110 18.18% 0.6
Advisory Advocates
4949
Advisory Advocates
Michigan
$116M -$837K -0.7% 0.32% – 200 13% 0.6
RBDF
4950
Robert B. Daugherty Foundation
Nebraska
$116M -$28.7M -20% 19.8% – 1 0% 0.8