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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)
One River Asset Management
5626
One River Asset Management
Connecticut
$117M -$193M -62% 2.18% 27% 269 40.52% 0.8
OFC Financial Planning
5627
OFC Financial Planning
New Jersey
$116M +$3.82M +3% 4.6% – 57 5.26% 1.6
WealthCare Asset Management
5628
WealthCare Asset Management
Missouri
$116M -$124M -52% 5.79% – 90 47.78% 0.4
FCM
5629
Fell Capital Management
California
$116M -$2.39M -2% 0.74% – 99 8.08% 0.7
Shepherd Street Advisors
5630
Shepherd Street Advisors
California
$116M +$2.32M +2% 3.1% – 88 5.68% 0.7
truNorth Financial Services
5631
truNorth Financial Services
Pennsylvania
$116M +$4.55M +4% 1.21% – 63 11.11% 0.6
Catherine Avery Investment Management
5632
Catherine Avery Investment Management
Florida
$116M -$113M -49% 4.72% – 174 5.75% 1.1
Retireful LLC
5633
Retireful LLC
Michigan
$116M +$8.64M +8% 13.2% 437% 125 66.4% 0.4
Cannae Holdings
5634
Cannae Holdings
Nevada
$116M -$17.6M -13% 13.1% 88.5% 2 0% 2.6
ACA
5635
Alpha Capital Advisors
Maine
$116M +$19.9K +0% 0.65% – 34 0% 0.7
PCC
5636
Park Circle Company
Maryland
$116M -$1.34M -1% 1.12% 75.7% 54 3.7% 5.4
MLP3 LLC
5637
MLP3 LLC
New Jersey
$116M +$13.1M +13% 0.05% – 110 18.18% 0.6
Advisory Advocates
5638
Advisory Advocates
Michigan
$116M -$837K -0.7% 0.32% – 200 13% 0.6
RBDF
5639
Robert B. Daugherty Foundation
Nebraska
$116M -$28.7M -20% 19.8% – 1 0% 0.8
Generations Wealth LLC
5640
Generations Wealth LLC
Ohio
$116M +$10.4M +10% 0.01% – 44 25% 0.5
Strategic Equity Management
5641
Strategic Equity Management
Arizona
$116M -$182M -61% 0.87% 74.9% 67 46.27% 2.4
Arrow Investment Advisors
5642
Arrow Investment Advisors
Maryland
$116M +$12.2M +12% 1.06% 38.1% 84 17.86% 0.9
21 West Wealth Management
5643
21 West Wealth Management
California
$115M -$1.83M -2% 1.26% – 70 15.71% 1.1
Aubrey Capital Management
5644
Aubrey Capital Management
United Kingdom
$115M -$44.4M -28% 11.4% 319% 56 62.5% 0.6
J. Team Financial
5645
J. Team Financial
Texas
$115M +$12.2M +12% 2.85% – 114 25.44% 0.7
Ebert Capital Management
5646
Ebert Capital Management
California
$115M +$8.55M +8% 5.86% – 30 10% 0.6
Helium Advisors
5647
Helium Advisors
Washington
$115M -$5.34M -4% 3.21% – 110 10% 1.3
Value Investment Professionals
5648
Value Investment Professionals
New York
$115M -$3.99M -3% 0.48% – 107 14.95% 0.4
Gainline Financial Partners
5649
Gainline Financial Partners
Colorado
$115M +$7.71M +7% 0.34% – 60 16.67% 0.2
Members Capital Advisors Inc
5650
Members Capital Advisors Inc
Wisconsin
$115M -$1.65M -1% 0.54% – 7 0% 2.5