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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)
Atlantic Private Wealth
5626
Atlantic Private Wealth
North Carolina
$169M +$5.99M +4% 0.35% 60.5% 322 12.73% 1.7
Rare Wolf Capital
5627
Rare Wolf Capital
Washington
$169M +$13.5M +9% 10.4% – 127 13.39% 0.7
Natixis Investment Managers
5628
Natixis Investment Managers
Massachusetts
$169M -$4.08M -2% 2.25% – 4 0% 0.5
Community Bank of Raymore
5629
Community Bank of Raymore
Missouri
$169M -$624K -0.4% 3.41% 91.9% 79 11.39% 6.4
Williams & Novak
5630
Williams & Novak
California
$169M +$17.8M +12% 1.18% 61.6% 163 19.02% 1.6
Planning Strategies
5631
Planning Strategies
Pennsylvania
$169M +$8.58M +5% 1.24% – 1,198 14.11% 0.2
Pacific Park Financial
5632
Pacific Park Financial
California
$169M -$3.41M -2% 0.48% – 82 7.32% 0.7
bLong Financial
5633
bLong Financial
Tennessee
$169M +$15.3M +10% 8.75% – 86 11.63% 1.4
AI
5634
Axecap Investments
Ohio
$169M -$12.1M -7% 0.41% – 87 27.59% 0.8
3WPFI
5635
365 WMG Private Fund I
Ohio
$169M – – 0.41% – 77 – 0
Chancellor Financial Group WB
5636
Chancellor Financial Group WB
Pennsylvania
$169M +$7.14M +4% 5.29% – 157 7.64% 1.4
Keystone Financial Services (Nebraska)
5637
Keystone Financial Services (Nebraska)
Nebraska
$169M +$2.08M +1% 2.3% – 63 3.17% 1.4
MWS
5638
MFA Wealth Services
California
$169M +$1.06M +0.6% 0.03% – 136 3.68% 1.4
Piedmont Capital Management (North Carolina)
5639
Piedmont Capital Management (North Carolina)
North Carolina
$168M +$4.69M +3% 2.58% – 134 14.93% 0.6
Lifeyrissjodur Verzlunarmanna
5640
Lifeyrissjodur Verzlunarmanna
$168M -$62.9M -27% 27.2% – 1 0% 1.5
Azarias Capital Management
5641
Azarias Capital Management
Pennsylvania
$168M -$61.4M -27% 2.53% 58.2% 24 8.33% 2.8
VERITY Wealth Advisors
5642
VERITY Wealth Advisors
United States
$168M +$2.72M +2% 1.29% 68.4% 82 2.44% 4.9
Concorde Asset Management
5643
Concorde Asset Management
Michigan
$168M -$4.66M -3% 0.88% – 163 18.4% 2.6
Vann Equity Management
5644
Vann Equity Management
Texas
$168M +$3.5M +2% 5.18% – 189 19.05% 0.4
Pincus Capital Management
5645
Pincus Capital Management
New York
$168M +$402K +0.2% 3.02% – 53 5.66% 0.7
CSI
5646
Cross Staff Investments
New York
$168M -$9.5M -5% 1.32% 80.3% 136 6.62% 3.7
PMG Wealth Management
5647
PMG Wealth Management
Illinois
$168M +$6.36M +4% 0.26% – 64 7.81% 1.4
Gordian Advisors
5648
Gordian Advisors
Arizona
$168M -$2.15M -1% 0.16% 55.4% 65 7.69% 1.7
Custos Family Office
5649
Custos Family Office
Texas
$168M +$955K +0.6% 1.48% 66.2% 72 13.89% 2.3
RiverTree Advisors
5650
RiverTree Advisors
Florida
$168M -$1.48M -0.9% 1.01% 25.4% 84 30.95% 1.7