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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, 6,148 funds (~69%) 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)
Strategic Wealth Advisors
5376
Strategic Wealth Advisors
Arizona
$134M +$16.9M +14% 0.65% – 260 80.38% 0.8
Kraematon Investment Advisors
5377
Kraematon Investment Advisors
Massachusetts
$134M -$422K -0.3% 0.58% 89.8% 109 6.42% 2.8
Waystone Advisors
5378
Waystone Advisors
Washington
$134M -$451K -0.3% 2.91% – 110 0% 0.6
RD Lewis Holdings
5379
RD Lewis Holdings
Florida
$134M -$1.64M -1% 1.07% – 90 4.44% 1.5
Epacria Capital Partners
5380
Epacria Capital Partners
Colorado
$134M +$3.98M +3% 0.86% 86.1% 25 4% 3.1
Harbor Asset Planning
5381
Harbor Asset Planning
Massachusetts
$133M +$295K +0.2% 0.18% – 423 3.55% 1.2
Clearview Wealth Management
5382
Clearview Wealth Management
California
$133M -$22.2M -14% 1.42% – 66 13.64% 0.5
Eagle Harbor Asset Management
5383
Eagle Harbor Asset Management
Washington
$133M +$5.98M +5% 1.02% 76.2% 158 25.32% 2.7
Point Break Capital Management
5384
Point Break Capital Management
Florida
$133M +$41.4M +45% 8.88% – 27 40.74% 0.8
Yorkville Advisors Global
5385
Yorkville Advisors Global
New Jersey
$133M +$46.8M +54% 5.16% – 53 50.94% 0.3
Axos Invest
5386
Axos Invest
Nevada
$133M -$3.68M -3% 0.19% – 22 13.64% 1.5
Barnett & Company
5387
Barnett & Company
Tennessee
$133M -$2.39M -2% 6.07% 77% 92 23.91% 4.1
SIM
5388
Summitas Investment Management
Texas
$133M -$1.89M -1% 1.83% – 10 0% 0.8
SBI Holdings USA
5389
SBI Holdings USA
California
$133M +$31.5M +31% 31.2% – 1 0% 0.8
Ruggiero Investments
5390
Ruggiero Investments
Florida
$133M +$13.8M +12% 4.99% – 101 22.77% 0.5
Poinciana Advisors Group
5391
Poinciana Advisors Group
Florida
$132M -$2.27M -2% 1.01% – 125 16% 1.2
RM Financial Services
5392
RM Financial Services
Maine
$132M -$2.09M -2% 0.91% – 81 6.17% 0.7
LWM Advisors
5393
LWM Advisors
California
$132M -$1.63M -1% 0.87% – 40 20% 1.2
Pacific Capital Partners
5394
Pacific Capital Partners
$132M +$16.9M +15% 1.98% 61.4% 45 20% 0.4
Tannin Capital
5395
Tannin Capital
North Carolina
$132M -$19.7M -13% 1.65% – 182 21.43% 0.6
E6 Portfolios
5396
E6 Portfolios
Utah
$132M +$7.24M +6% 1.68% – 102 17.65% 0.6
James Reed Financial Services
5397
James Reed Financial Services
Ohio
$132M +$1.36M +1% 0.24% – 19 5.26% 2.7
Summerhill Capital Management
5398
Summerhill Capital Management
Ontario, Canada
$132M +$7.05M +6% 1.07% – 18 5.56% 2
Kitching Partners
5399
Kitching Partners
Pennsylvania
$132M +$15.9M +14% 1.16% 45.8% 43 16.28% 1.7
Global Strategic Management
5400
Global Strategic Management
Puerto Rico
$132M +$2.6M +2% 17.1% – 33 33.33% 3.8