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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 2,475 funds (~28%) 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)
Polaris Capital Management
476
Polaris Capital Management
Massachusetts
$953M -$108M -10% 1.47% 94.4% 89 8.99% 4.4
Central Pacific Bank - Trust Division
477
Central Pacific Bank - Trust Division
Hawaii
$952M -$32.1M -3% 0.79% – 940 14.26% 1.8
Marietta Wealth Management
478
Marietta Wealth Management
Georgia
$945M -$25.8M -3% 2.28% 93% 139 12.23% 5
Middleton & Co
479
Middleton & Co
Massachusetts
$943M +$1.03M +0.1% 4.54% 81.8% 171 5.26% 7.2
Foundation Resource Management
480
Foundation Resource Management
Arkansas
$939M +$79M +9% 11.4% 84.5% 57 3.51% 8.4
James J. Burns & Company
481
James J. Burns & Company
New York
$937M +$13.4M +1% 0.25% 70.2% 172 8.72% 2.5
Wealth Enhancement Trust Services
482
Wealth Enhancement Trust Services
South Dakota
$937M +$36.5M +4% 1.11% – 1,577 53.46% 0.6
James Investment Research
483
James Investment Research
Ohio
$936M -$47.6M -5% 0.51% 110% 392 9.18% 5.2
Capital Investment Counsel Inc
484
Capital Investment Counsel Inc
North Carolina
$935M +$6.06M +0.7% 5.09% 174% 279 9.68% 5.2
Griffin Asset Management
485
Griffin Asset Management
New York
$934M -$14.5M -2% 2.09% 88.9% 264 16.29% 5.3
KTF Investments
486
KTF Investments
California
$932M -$57.1M -6% 4.12% – 96 10.42% 0.7
XY Planning Network
487
XY Planning Network
Montana
$929M +$132M +17% 0.13% – 396 18.18% 0.8
VCM
488
Violich Capital Management
California
$927M +$7.39M +0.8% 4.52% 111% 125 12% 7.1
Harvey Investment Company
489
Harvey Investment Company
Kentucky
$926M +$7.88M +0.9% 1.62% 56.4% 103 6.8% 9.1
CFGSD
490
Compass Financial Group (South Dakota)
South Dakota
$922M +$50.6M +6% 0.55% 72% 127 11.81% 2.6
KFG Wealth Management
491
KFG Wealth Management
Indiana
$922M +$36.1M +4% 0.81% 55.9% 232 9.48% 2.1
Baker Ellis Asset Management
492
Baker Ellis Asset Management
Washington
$917M -$47M -5% 1.62% 91.9% 270 8.52% 5.9
Johnson Bixby & Associates
493
Johnson Bixby & Associates
Washington
$916M +$20.1M +2% 0.52% 48.7% 135 8.89% 3.4
Stanley-Laman Group
494
Stanley-Laman Group
Pennsylvania
$915M -$69.1M -7% 2.79% 114% 317 11.67% 2.3
RTD Financial Advisors
495
RTD Financial Advisors
Pennsylvania
$914M -$2.96M -0.3% 1.51% 51.5% 129 10.85% 3.5
Wealthcare Capital Management
496
Wealthcare Capital Management
Virginia
$911M -$143M -14% 0.83% 46.2% 111 16.22% 4.5
Valley National Advisers
497
Valley National Advisers
Pennsylvania
$909M +$8.92M +1% 0.75% 87.2% 1,756 42.2% 2.9
Teamwork Financial Advisors
498
Teamwork Financial Advisors
Texas
$908M -$194M -18% 1.2% 134% 242 35.95% 2.3
Lake Street Private Wealth
499
Lake Street Private Wealth
Illinois
$908M +$33.7M +4% 3.88% 105% 289 8.3% 3.8
Oak Root LLC
500
Oak Root LLC
California
$907M +$877K +0.1% 0.12% 75.4% 10 0% 2.8
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