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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)
Zenith Solutions
5676
Zenith Solutions
Pennsylvania
$112M +$1.98M +2% 1.02% – 96 23.96% 0.2
Vericrest Private Wealth
5677
Vericrest Private Wealth
Pennsylvania
$112M -$195K -0.2% 0% – 44 6.82% 2.7
Fortune Financial Group
5678
Fortune Financial Group
Florida
$112M -$15.6M -12% 0.24% – 121 28.93% 0.6
Haven Global Partners
5679
Haven Global Partners
Georgia
$112M -$18.3M -14% 1.12% – 9 11.11% 1.2
Teza Capital Management
5680
Teza Capital Management
Illinois
$112M +$60.2M +116% 6.67% 133% 295 71.19% 0.3
Banta Asset Management
5681
Banta Asset Management
California
$112M -$117K -0.1% 1.3% – 21 19.05% 4.8
Plus Group Wealth Advisors
5682
Plus Group Wealth Advisors
Wisconsin
$112M +$5.48M +5% 0.93% – 54 16.67% 0.6
Arbor Wealth Management (Arizona)
5683
Arbor Wealth Management (Arizona)
Arizona
$112M -$874K -0.8% 0.43% – 27 18.52% 0.7
Urban Wealth Management
5684
Urban Wealth Management
California
$112M -$3.09M -3% 2.45% – 118 17.8% 1.5
Objective Capital Management
5685
Objective Capital Management
Ohio
$112M -$1.06M -0.9% 1.78% – 111 18.02% 2.7
Expressive Wealth
5686
Expressive Wealth
Illinois
$111M +$5.5M +5% 3.29% – 155 23.23% 0.5
Sensenig Capital Advisors
5687
Sensenig Capital Advisors
Pennsylvania
$111M +$2M +2% 0.64% – 37 18.92% 0.7
BJB
5688
Broadhurst Jeffrey B
$111M +$64.2M +137% 1.03% – 47 51.06% 0.3
Atlas Venture Advisors
5689
Atlas Venture Advisors
Massachusetts
$111M -$32.3M -22% 21.5% 34.6% 3 0% 6.9
Thayer Financial
5690
Thayer Financial
North Carolina
$111M +$1.04M +0.9% 0.43% – 39 33.33% 0.6
YC
5691
Yunqi Capital
Hong Kong
$111M -$14M -11% 11.1% 65.3% 4 25% 2.4
Lane Generational
5692
Lane Generational
Massachusetts
$111M -$3.13M -3% 7.65% 172% 47 12.77% 2
Intentional Wealth Strategies
5693
Intentional Wealth Strategies
Colorado
$111M +$4.09M +4% 0.89% – 77 23.38% 0.4
Brickwood Asset Management
5694
Brickwood Asset Management
United Kingdom
$111M -$28.5M -20% 5.97% – 11 9.09% 0.8
Merrithew & Thorsten Inc
5695
Merrithew & Thorsten Inc
California
$111M -$6.78M -6% 0.07% – 108 82.41% 0.7
Hallstatt Advisors
5696
Hallstatt Advisors
New York
$111M -$31.3M -22% 9.58% – 16 37.5% 0.5
Layline Advisors
5697
Layline Advisors
New York
$111M -$942K -0.8% 0.05% – 80 8.75% 0.4
RCW Management
5698
RCW Management
Florida
$111M -$1.03M -0.9% 0.47% – 68 1.47% 0.7
IronOak Wealth
5699
IronOak Wealth
Texas
$110M – – 2.81% – 59 – 0.8
Chicago Capital Management
5700
Chicago Capital Management
Illinois
$110M -$1.87M -2% 7.44% 270% 37 48.65% 0.5