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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)
Barnett & Company
6251
Barnett & Company
Tennessee
$133M -$2.39M -2% 6.07% 77% 92 23.91% 4.1
SIM
6252
Summitas Investment Management
Texas
$133M -$1.89M -1% 1.83% – 10 0% 0.8
CIS
6253
Continental Investors Services
Washington
$133M +$5.03M +4% 0.13% 81.1% 88 17.05% 2.7
SBI Holdings USA
6254
SBI Holdings USA
California
$133M +$31.5M +31% 31.2% – 1 0% 0.8
Ruggiero Investments
6255
Ruggiero Investments
Florida
$133M +$13.8M +12% 4.99% – 101 22.77% 0.5
Poinciana Advisors Group
6256
Poinciana Advisors Group
Florida
$132M -$2.27M -2% 1.01% – 125 16% 1.2
RM Financial Services
6257
RM Financial Services
Maine
$132M -$2.09M -2% 0.91% – 81 6.17% 0.7
LWM Advisors
6258
LWM Advisors
California
$132M -$1.63M -1% 0.87% – 40 20% 1.2
Pacific Capital Partners
6259
Pacific Capital Partners
$132M +$16.9M +15% 1.98% 61.4% 45 20% 0.4
Tannin Capital
6260
Tannin Capital
North Carolina
$132M -$19.7M -13% 1.65% – 182 21.43% 0.6
E6 Portfolios
6261
E6 Portfolios
Utah
$132M +$7.24M +6% 1.68% – 102 17.65% 0.6
KCM
6262
Kalehua Capital Management
Texas
$132M -$41.6M -24% 4.4% – 31 45.16% 0.4
James Reed Financial Services
6263
James Reed Financial Services
Ohio
$132M +$1.36M +1% 0.24% – 19 5.26% 2.7
Summerhill Capital Management
6264
Summerhill Capital Management
Ontario, Canada
$132M +$7.05M +6% 1.07% – 18 5.56% 2
Kitching Partners
6265
Kitching Partners
Pennsylvania
$132M +$15.9M +14% 1.16% 45.8% 43 16.28% 1.7
Global Strategic Management
6266
Global Strategic Management
Puerto Rico
$132M +$2.6M +2% 17.1% – 33 33.33% 3.8
Scheeler Financial
6267
Scheeler Financial
Ohio
$132M – – 1.87% – 78 – 0
SCC
6268
Seal Cove Capital
California
$132M +$1.65M +1% 2.2% – 11 18.18% 0.6
Veratis Advisors
6269
Veratis Advisors
North Carolina
$132M -$9.2M -7% 0.77% – 90 13.33% 0.7
Alliance Wealth Strategies
6270
Alliance Wealth Strategies
Virginia
$132M +$4.77M +4% 0.73% – 67 2.99% 0.7
Journey Beyond Wealth
6271
Journey Beyond Wealth
Georgia
$132M +$3.92M +3% 0.07% – 35 20% 1.3
NewCorp Financial Services
6272
NewCorp Financial Services
Georgia
$132M +$1.33M +1% 0.7% – 59 16.95% 0.6
CDKV Holdings
6273
CDKV Holdings
Colorado
$132M +$3.99M +3% 1.02% – 278 0.72% 0.7
Paragon Capital Management (Utah)
6274
Paragon Capital Management (Utah)
Utah
$132M -$3.06M -2% 0.9% 72.3% 83 19.28% 1.9
Buckley Capital Advisors
6275
Buckley Capital Advisors
Florida
$132M -$29.5M -18% 20.8% – 20 45% 0.4