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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 2,206 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)
Beacon Financial Advisory
726
Beacon Financial Advisory
Ohio
$529M +$20.5M +4% 1.37% 76.8% 448 12.95% 2.8
MPS Loria Financial Planners
727
MPS Loria Financial Planners
Illinois
$527M +$92.1M +21% 2.39% 80% 93 8.6% 5.4
Highline Wealth Partners
728
Highline Wealth Partners
California
$527M +$33.6M +7% 3.19% 93.8% 1,552 15.01% 1.5
Weaver Capital Management
729
Weaver Capital Management
Georgia
$525M +$71.5M +16% 1.72% 79.4% 196 18.88% 1.9
Newman Dignan & Sheerar Inc
730
Newman Dignan & Sheerar Inc
Rhode Island
$525M +$2.16M +0.4% 1.89% 82.6% 203 14.29% 6.4
Fulcrum Capital
731
Fulcrum Capital
Washington
$525M +$32M +6% 5.88% 102% 106 7.55% 4.1
Bender Robert & Associates
732
Bender Robert & Associates
California
$525M +$43.4M +9% 9.61% 146% 49 26.53% 1.5
Barry Investment Advisors
733
Barry Investment Advisors
Massachusetts
$524M +$45.5M +10% 1.9% 66.7% 105 5.71% 4.4
Triangle Securities Wealth Management
734
Triangle Securities Wealth Management
North Carolina
$522M +$18.4M +4% 0.75% 83.6% 221 10.41% 6.6
Tempus Wealth Planning
735
Tempus Wealth Planning
California
$522M +$10.2M +2% 0.67% 95% 301 12.62% 2.9
Integris Wealth Management
736
Integris Wealth Management
California
$520M +$25.1M +5% 0.33% 60.3% 140 6.43% 2.4
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
737
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
$520M +$2.61M +0.5% 0.74% – 12 0% 0.3
Chapin Davis
738
Chapin Davis
Maryland
$520M -$48.4M -9% 2.09% 339% 278 15.11% 2.4
Next Level Private
739
Next Level Private
New York
$520M +$9.29M +2% 1.21% 95.9% 190 9.47% 2.4
EGA
740
E&G Advisors
Texas
$519M +$1.55M +0.3% 0.68% 97.7% 256 6.64% 3.4
Fermata Advisors
741
Fermata Advisors
California
$517M +$22.5M +5% 1.63% 58.3% 319 21.94% 2
Generali Investments Management
742
Generali Investments Management
Slovenia
$517M +$56.4M +12% 9.9% – 168 2.38% 1.4
Benin Management Corp
743
Benin Management Corp
Connecticut
$517M +$22.8M +5% 4.78% 91.7% 156 5.77% 6.5
WealthBridge Capital Management
744
WealthBridge Capital Management
Ohio
$515M +$11.5M +2% 1.08% 89.4% 259 12.74% 3.9
Peddock Capital Advisors
745
Peddock Capital Advisors
Massachusetts
$514M +$13.4M +3% 3.14% 113% 173 8.09% 6.7
USA Financial Formulas
746
USA Financial Formulas
Michigan
$514M -$31.9M -6% 2% 104% 545 52.11% 0.9
Weaver Consulting Group
747
Weaver Consulting Group
California
$514M +$26.5M +5% 0.85% 56.4% 318 10.69% 3.5
Standpoint Asset Management
748
Standpoint Asset Management
Arizona
$514M +$37.1M +8% 1.22% 71.9% 8 0% 3.8
Herold Advisors
749
Herold Advisors
New York
$512M +$6.26M +1% 3.08% 90.2% 283 8.48% 3.4
Churchill Financial Advisors
750
Churchill Financial Advisors
Kentucky
$511M -$8.89M -2% 0.38% – 132 9.09% 0.7
28 29
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