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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)
Lummis Asset Management
5726
Lummis Asset Management
Texas
$163M -$4.06M -2% 5.98% 79.6% 227 14.54% 1.8
Zeit Capital
5727
Zeit Capital
Colorado
$163M -$2.78M -2% 0.47% 56.5% 53 15.09% 3.1
Philadelphia Investment Partners
5728
Philadelphia Investment Partners
New Jersey
$163M +$2.56M +2% 4.61% – 194 7.22% 0.5
Cushing Capital Partners
5729
Cushing Capital Partners
Wisconsin
$163M +$17.8M +12% 2.04% – 115 15.65% 1.1
Future Financial Wealth Management
5730
Future Financial Wealth Management
Ohio
$163M +$2.56M +2% 0.96% 65.2% 142 16.9% 3.2
Caldwell Investment Management
5731
Caldwell Investment Management
Ontario, Canada
$163M +$10.7M +7% 6.89% 169% 48 50% 1
Opulen Financial Group
5732
Opulen Financial Group
Virginia
$163M +$3.96M +2% 0.27% – 119 5.04% 1.5
Murphy & Mullick Capital Management
5733
Murphy & Mullick Capital Management
New York
$163M +$1.76M +1% 1.91% – 700 5.29% 1.5
TF
5734
TME Financial
California
$163M +$934K +0.6% 1.89% – 71 2.82% 1.5
Oceanside Advisors
5735
Oceanside Advisors
South Carolina
$163M -$35.3M -18% 0.48% 52.4% 57 7.02% 2.3
Blue Jean Financial
5736
Blue Jean Financial
New York
$163M +$19.1M +13% 6.9% – 108 66.67% 0.2
Bonfire Financial
5737
Bonfire Financial
Colorado
$163M +$7.14M +5% 1.31% – 64 10.94% 1.4
Christian Investment Advisors
5738
Christian Investment Advisors
Texas
$163M -$6.98M -4% 4.59% – 15 33.33% 1.2
Sagace Wealth Management
5739
Sagace Wealth Management
Florida
$163M +$3.25M +2% 2.41% – 86 32.56% 1.4
Oppenheimer & Close
5740
Oppenheimer & Close
New York
$163M +$4.12M +3% 1.3% 148% 61 18.03% 4.3
Clark & Stuart Inc
5741
Clark & Stuart Inc
Maine
$162M +$3.1M +2% 2.03% – 59 15.25% 1.5
Paladin Partners
5742
Paladin Partners
Wisconsin
$162M +$11.2M +7% 2.39% – 218 9.63% 0.7
Bosman Wealth Management
5743
Bosman Wealth Management
California
$162M +$1.12M +0.7% 4.87% – 63 14.29% 0.8
Round Hill Asset Management
5744
Round Hill Asset Management
California
$162M +$2.98M +2% 4.93% 51.6% 67 10.45% 5.5
S&A Financial Services
5745
S&A Financial Services
Kansas
$162M -$1.63M -1% 0.37% – 90 4.44% 0.5
Reyes Financial Architecture
5746
Reyes Financial Architecture
California
$162M -$16.4M -9% 2.54% – 579 50.43% 0.7
Sun Group Wealth Partners
5747
Sun Group Wealth Partners
California
$162M +$15.5M +11% 8.28% – 92 17.39% 0.5
Sierra Ocean
5748
Sierra Ocean
California
$162M +$17.5M +12% 1.28% – 84 27.38% 1.2
AMG Asset Management Group
5749
AMG Asset Management Group
Georgia
$162M +$2.22M +1% 2.34% – 113 25.66% 0.4
Hegarty Advisors
5750
Hegarty Advisors
New York
$162M +$16.5M +11% 0.28% – 70 12.86% 0.6