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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)
Three Bearings Fiduciary Advisors
4976
Three Bearings Fiduciary Advisors
New Hampshire
$113M +$1.5M +1% 1.98% – 316 4.11% 0.7
Redwood Family Wealth
4977
Redwood Family Wealth
Texas
$113M -$941K -0.8% 1.52% – 116 14.66% 0.7
JBGlobal.com
4978
JBGlobal.com
New York
$113M -$1.35M -1% 1.43% – 35 8.57% 0.9
Townsend Financial Planning
4979
Townsend Financial Planning
Kentucky
$113M -$1.85M -2% 2.16% – 31 3.23% 0.7
Jefferson Bridge Capital
4980
Jefferson Bridge Capital
Tennessee
$113M -$2.56M -2% 1.9% – 54 9.26% 0.7
Catalyst Investment Management
4981
Catalyst Investment Management
New Hampshire
$113M +$2.51M +2% 0.48% – 83 22.89% 0.6
FinArc Investments
4982
FinArc Investments
Massachusetts
$113M +$2.38M +2% 3.99% – 58 25.86% 0.5
AlphaCentric Advisors
4983
AlphaCentric Advisors
Puerto Rico
$113M -$5.41M -5% 3.08% – 292 27.4% 1.2
Variant Private Wealth
4984
Variant Private Wealth
Virginia
$113M +$23.6M +27% 8.8% – 47 14.89% 1.3
Royal Palms Capital
4985
Royal Palms Capital
Montana
$113M -$1.16M -1% 2.91% – 61 16.39% 0.6
Stonebridge Wealth Management
4986
Stonebridge Wealth Management
Illinois
$112M +$695K +0.6% 0.65% – 38 10.53% 1.1
Zenith Solutions
4987
Zenith Solutions
Pennsylvania
$112M +$1.98M +2% 1.02% – 96 23.96% 0.2
Vericrest Private Wealth
4988
Vericrest Private Wealth
Pennsylvania
$112M -$195K -0.2% 0% – 44 6.82% 2.7
Fortune Financial Group
4989
Fortune Financial Group
Florida
$112M -$15.6M -12% 0.24% – 121 28.93% 0.6
Haven Global Partners
4990
Haven Global Partners
Georgia
$112M -$18.3M -14% 1.12% – 9 11.11% 1.2
Teza Capital Management
4991
Teza Capital Management
Illinois
$112M +$60.2M +116% 6.67% 133% 295 71.19% 0.3
Banta Asset Management
4992
Banta Asset Management
California
$112M -$117K -0.1% 1.3% – 21 19.05% 4.8
Plus Group Wealth Advisors
4993
Plus Group Wealth Advisors
Wisconsin
$112M +$5.48M +5% 0.93% – 54 16.67% 0.6
Arbor Wealth Management (Arizona)
4994
Arbor Wealth Management (Arizona)
Arizona
$112M -$874K -0.8% 0.43% – 27 18.52% 0.7
Urban Wealth Management
4995
Urban Wealth Management
California
$112M -$3.09M -3% 2.45% – 118 17.8% 1.5
Objective Capital Management
4996
Objective Capital Management
Ohio
$112M -$1.06M -0.9% 1.78% – 111 18.02% 2.7
Expressive Wealth
4997
Expressive Wealth
Illinois
$111M +$5.5M +5% 3.29% – 155 23.23% 0.5
Sensenig Capital Advisors
4998
Sensenig Capital Advisors
Pennsylvania
$111M +$2M +2% 0.64% – 37 18.92% 0.7
Atlas Venture Advisors
4999
Atlas Venture Advisors
Massachusetts
$111M -$32.3M -22% 21.5% 34.6% 3 0% 6.9
Thayer Financial
5000
Thayer Financial
North Carolina
$111M +$1.04M +0.9% 0.43% – 39 33.33% 0.6