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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)
Wilian Securities
5351
Wilian Securities
Minnesota
$187M +$17.9M +11% 1.81% – 91 5.49% 0.5
BF
5352
Baring Financial
Washington
$187M +$5.44M +3% 2.4% – 92 15.22% 1.3
LeConte Wealth Management
5353
LeConte Wealth Management
Tennessee
$187M +$3.6M +2% 1.73% – 212 22.64% 0.8
URS Advisory
5354
URS Advisory
Florida
$187M +$7.23M +4% 0.37% – 78 46.15% 0.5
Farrell Financial
5355
Farrell Financial
New York
$187M +$1.98M +1% 0.91% 57.8% 84 4.76% 2.1
RIAL
5356
Rothwell Investment Advisors, LLC
Massachusetts
$187M – – 4.24% – 1,140 – 0
Stillwater Wealth Management Group
5357
Stillwater Wealth Management Group
Florida
$187M +$7.1M +4% 2.81% – 78 16.67% 1.4
Arsenal Capital Advisors
5358
Arsenal Capital Advisors
Pennsylvania
$187M +$17.4M +10% 5.96% – 114 10.53% 0.6
BXM Wealth
5359
BXM Wealth
Colorado
$187M +$2.97M +2% 1.91% – 172 13.95% 1.1
Hidden Cove Wealth Management
5360
Hidden Cove Wealth Management
Washington
$187M +$5.2M +3% 3.59% – 164 28.05% 0.8
Shade Tree Advisors
5361
Shade Tree Advisors
New York
$187M +$15M +9% 2.61% – 69 65.22% 0.5
Erickson Financial Group
5362
Erickson Financial Group
Pennsylvania
$187M +$35.9K +0% 0.77% 69.3% 25 0% 4
General Partner Inc
5363
General Partner Inc
Pennsylvania
$187M +$751K +0.4% 1.97% 83.1% 171 4.09% 3
C.V. Starr & Co
5364
C.V. Starr & Co
New York
$187M -$696K -0.4% 0.34% – 6 16.67% 1.7
GCA
5365
Gallagher Capital Advisors
Texas
$187M +$11.6M +7% 9.79% – 77 15.58% 1.1
Meadowbrook Advisors Group
5366
Meadowbrook Advisors Group
New Jersey
$186M -$731K -0.4% 1.47% – 175 14.86% 0.6
Millstone Evans Group
5367
Millstone Evans Group
Colorado
$186M +$1.48M +0.8% 3.52% – 913 7.12% 1.4
Foundation Wealth Management (Missouri)
5368
Foundation Wealth Management (Missouri)
Missouri
$186M +$17.2M +10% 2.97% 74.9% 67 31.34% 1.9
CPC
5369
CFC Planning Company
Indiana
$186M +$15.3M +9% 4.47% – 80 27.5% 1.2
EIM
5370
Ervin Investment Management
Washington
$186M +$2.13M +1% 2.84% 92.9% 47 2.13% 3.4
Granite FO LLC
5371
Granite FO LLC
New Hampshire
$186M -$2.88M -2% 0.91% 112% 172 0.58% 2.4
Columbia River Financial Group
5372
Columbia River Financial Group
Washington
$186M -$3K -0% 0.32% – 60 6.67% 1.6
CFA
5373
Collaborative Fund Advisors
Nevada
$186M +$14.3M +8% 5.13% – 240 50.83% 0.3
Alan N. Hoffman Investment Management
5374
Alan N. Hoffman Investment Management
Massachusetts
$186M +$16.7M +10% 13% 114% 14 0% 4.4
Sage Advisory Services
5375
Sage Advisory Services
Texas
$186M -$17.6M -9% 0.57% 37.8% 47 12.77% 3.7