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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, 2,205 funds (~25%) 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)
Lincoln Capital
676
Lincoln Capital
Nebraska
$570M +$8.31M +1% 1.14% 67.1% 143 7.69% 6.1
Investors Research Corp
677
Investors Research Corp
Georgia
$569M +$10.2M +2% 1.74% 62.1% 846 11.47% 4.6
Strong Tower Advisory Services
678
Strong Tower Advisory Services
Minnesota
$568M +$10.4M +2% 7.93% 155% 95 4.21% 3.3
Schoolcraft Capital
679
Schoolcraft Capital
Colorado
$568M +$5.47M +1% 0.28% 58.7% 69 5.8% 5.4
Single Point Partners
680
Single Point Partners
Massachusetts
$566M -$2.06M -0.4% 1.28% 56.4% 109 17.43% 2.1
TCOT
681
Trust Company of Tennessee
Tennessee
$565M -$7.29M -1% 0.74% – 8 0% 1.9
Manchester Financial
682
Manchester Financial
California
$565M +$2.02M +0.4% 1.39% 73% 153 11.76% 3.2
CA
683
Crumly & Associates
Illinois
$563M +$41.2M +8% 0.39% 58.1% 217 14.29% 2.6
KMWM
684
Keudell/Morrison Wealth Management
Oregon
$562M +$33.2M +6% 1.1% – 277 13.36% 3.8
Mindset Wealth Management
685
Mindset Wealth Management
Indiana
$562M +$43M +8% 9.43% – 215 19.07% 1.3
FVCM
686
F&V Capital Management
Florida
$561M +$12.6M +2% 4.32% 123% 64 7.81% 5.3
Commonwealth Financial Services
687
Commonwealth Financial Services
West Virginia
$559M -$185M -25% 0.67% 64.2% 367 34.88% 3
MHR
688
Matthew Hamilton Rosenberg
$558M +$21.7M +4% 0.27% 52% 833 6.84% 4.4
Milestones Administradora de Recursos
689
Milestones Administradora de Recursos
Brazil
$557M +$39.2M +8% 3.52% 116% 22 22.73% 2.9
Abel Hall LLC
690
Abel Hall LLC
Louisiana
$556M -$23.1M -4% 1.98% 133% 1,068 27.25% 0.8
WESPAC Advisors SoCal
691
WESPAC Advisors SoCal
California
$553M -$7.14M -1% 1.28% 135% 127 10.24% 2.8
Contravisory Investment Management
692
Contravisory Investment Management
Massachusetts
$552M -$14.5M -3% 0.69% 135% 497 30.78% 1.5
Wiser Wealth Management
693
Wiser Wealth Management
Georgia
$550M +$27.6M +5% 1.23% 53% 82 19.51% 2.3
Lantz Financial
694
Lantz Financial
Illinois
$549M +$3.19M +0.6% 1.47% 74.3% 272 9.19% 3.7
Leverty Financial Group
695
Leverty Financial Group
Wisconsin
$549M +$34.4M +7% 0.35% 57.3% 51 9.8% 2.5
Harbour Capital Advisors
696
Harbour Capital Advisors
Virginia
$548M -$676K -0.1% 0.19% 168% 335 23.58% 3.2
Adamsbrown Wealth Consultants
697
Adamsbrown Wealth Consultants
Kansas
$548M +$17.9M +3% 0.12% 60.6% 187 12.83% 2.1
Bricktown Capital
698
Bricktown Capital
Michigan
$548M -$5.88M -1% 0.23% 46.2% 30 6.67% 2.3
MBM Wealth Consultants
699
MBM Wealth Consultants
Missouri
$546M +$27.1M +5% 0.7% 57.1% 125 6.4% 4.2
Global Wealth Strategies & Associates
700
Global Wealth Strategies & Associates
Colorado
$546M +$18M +3% 0% 68.7% 115 16.52% 2.3