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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)
MIL
5826
MFG Investments, LLC
New Jersey
$92.8M – – 0.65% – 79 – 0
VCU Investment Management
5827
VCU Investment Management
Virginia
$92.8M +$15.7M +20% 3.43% – 2 0% 3.6
Demming Financial Services
5828
Demming Financial Services
Ohio
$92.1M -$65.2M -41% 0.02% – 43 11.63% 0.6
CPWA  LLC
5829
CPWA LLC
Oregon
$92M +$5.89M +7% 2.8% – 101 13.86% 0.5
Audent Global Asset Management
5830
Audent Global Asset Management
California
$92M +$2.42M +3% 5.37% 129% 49 14.29% 3.3
HCM
5831
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
IDG China Venture Capital Fund V Associates
5832
IDG China Venture Capital Fund V Associates
Hong Kong
$91.7M -$12.9M -12% 10.5% 12.6% 1 0% 4.8
Viola Growth Management Fund 2
5833
Viola Growth Management Fund 2
$90.7M +$15.8M +21% 23.2% – 5 80% 0.1
Encore Global Management
5834
Encore Global Management
Texas
$90.7M -$11.2M -11% 8.29% – 53 0% 0.5
S2L
5835
Sparta 24 Ltd
Israel
$90.5M -$18.5M -17% 1.33% 86% 31 58.06% 0.3
Wiser Advisor Group
5836
Wiser Advisor Group
Arizona
$90.2M -$1.09M -1% 1.53% 80.4% 242 7.44% 1.2
UG Investment Advisers
5837
UG Investment Advisers
Taiwan
$90.2M -$12.9M -13% 1.83% 183% 11 27.27% 1.2
WestBridge Capital Management
5838
WestBridge Capital Management
Mauritius
$90.1M +$10.6M +13% 26.4% 21.9% 1 0% 4.3
Pacific Excel Wealth Advisors
5839
Pacific Excel Wealth Advisors
California
$90.1M -$168M -65% 2.26% – 307 87.95% 0.2
MA
5840
McGrath & Associates
North Carolina
$89.8M +$13.1M +17% 0.96% – 44 27.27% 1.1
Mowery & Schoenfeld Wealth Management
5841
Mowery & Schoenfeld Wealth Management
Illinois
$89.6M +$16.3M +22% 1.97% 96.9% 404 20.54% 1.7
Lionsbridge Wealth Management
5842
Lionsbridge Wealth Management
Florida
$89.6M -$12.3M -12% 1.42% 65.5% 73 20.55% 2.1
Eurizon Asset Management Hungary
5843
Eurizon Asset Management Hungary
$89.5M -$4.4M -5% 3.56% – 21 4.76% 0.6
Alua Capital Management
5844
Alua Capital Management
New York
$89.4M -$13.3M -13% 23.8% 46.7% 1 0% 3.8
Walleye Partners
5845
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
1888 Investments
5846
1888 Investments
Colorado
$88.4M +$31.9M +57% 1.02% 43.2% 8 50% 0.8
GBA
5847
Garrison Bradford & Associates
New York
$88.1M -$4.07M -4% 1.61% 62.2% 38 26.32% 7.2
John W. Brooker & Co
5848
John W. Brooker & Co
California
$88M +$5.19M +6% 0.06% 43.4% 78 14.1% 2.4
Alan B. Lancz & Associates
5849
Alan B. Lancz & Associates
Ohio
$87.7M -$27.2M -24% 4.97% – 143 33.57% 3.3
Aflac Inc
5850
Aflac Inc
Georgia
$87.5M -$5.12M -6% 5.37% 13.4% 4 0% 3.2