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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)
CIG
5451
Cascade Investment Group
Colorado
$181M +$2.21M +1% 1.83% 93.2% 169 13.02% 2.4
Livet Wealth
5452
Livet Wealth
Utah
$180M +$7.07M +4% 0.52% – 130 14.62% 0.6
Sunrise Financial Services
5453
Sunrise Financial Services
Washington
$180M +$12.1M +7% 1% – 601 23.63% 0.7
Alterna Wealth Management
5454
Alterna Wealth Management
Texas
$180M +$6.04M +3% 0.25% 52.9% 123 22.76% 2.5
CRCM LP
5455
CRCM LP
California
$180M +$28.1M +18% 7.94% – 24 62.5% 0.4
Aspire Growth Partners
5456
Aspire Growth Partners
Florida
$180M +$7.96M +5% 3.92% – 133 11.28% 1.4
Sanchez Gaunt Capital Management
5457
Sanchez Gaunt Capital Management
Nevada
$180M +$1M +0.6% 1.55% – 209 17.7% 0.4
Shotwell Rutter Baer
5458
Shotwell Rutter Baer
Michigan
$180M -$2.22M -1% 1.7% 45.5% 39 2.56% 2.3
Melfa Wealth Management
5459
Melfa Wealth Management
Massachusetts
$180M -$5.58M -3% 2.33% 49.9% 204 6.37% 2.7
BV
5460
Boxwood Ventures
Illinois
$180M +$12.4M +7% 3.95% 101% 38 7.89% 2.8
Daviman Financial
5461
Daviman Financial
Indiana
$180M -$1.28M -0.7% 1.04% – 105 18.1% 0.6
SwitchPoint Financial Planning
5462
SwitchPoint Financial Planning
Utah
$180M +$6.65M +4% 0.08% – 81 24.69% 1.3
AFC
5463
Alpine Fox Capital
Nevada
$180M -$31.4M -15% 6.49% – 22 13.64% 0.7
Integras Partners
5464
Integras Partners
Georgia
$180M -$1.4M -0.8% 0.18% – 105 8.57% 1
Tacita Capital
5465
Tacita Capital
Ontario, Canada
$180M -$4.51M -2% 1.97% 77.5% 232 10.78% 3.8
Regeneron Pharmaceuticals
5466
Regeneron Pharmaceuticals
New York
$180M +$2.41M +1% 6.28% – 3 0% 1.3
Brian Low Financial Group
5467
Brian Low Financial Group
Louisiana
$179M +$8M +5% 1.07% – 131 19.85% 0.9
Accredited Investor Services
5468
Accredited Investor Services
Minnesota
$179M +$2.43M +1% 0.03% – 88 12.5% 1.3
Hamilton Lane Advisors
5469
Hamilton Lane Advisors
Pennsylvania
$179M +$30.7M +21% 9.17% 167% 25 68% 1.1
Banco de Sabadell
5470
Banco de Sabadell
Florida
$179M +$8.88M +5% 5.68% 89.9% 61 0% 5.8
Blackston Financial Advisory Group
5471
Blackston Financial Advisory Group
Florida
$179M +$1.85M +1% 2.34% 79.8% 117 11.11% 1.9
Thryve Wealth Management
5472
Thryve Wealth Management
Texas
$179M +$294K +0.2% 0.82% – 41 9.76% 0.6
RFMS
5473
RWQ Financial Management Services
Florida
$179M -$28.2M -14% 3.38% 446% 28 25% 1.8
Byrne Asset Management
5474
Byrne Asset Management
New Jersey
$179M -$5.93M -3% 1.34% 126% 672 19.64% 1.8
Transmarket Holdings
5475
Transmarket Holdings
Illinois
$179M +$42.8M +31% 4.03% – 74 87.84% 0.1