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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, 2,164 funds (~24%) 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)
Fairvoy Private Wealth
751
Fairvoy Private Wealth
Alabama
$496M +$1.54M +0.3% 1.75% – 232 23.28% 1.2
Genworth Financial
752
Genworth Financial
Virginia
$495M +$8.47M +2% 1.71% 73.6% 2 0% 5.4
Mezzasalma Advisors
753
Mezzasalma Advisors
New Jersey
$493M -$4.92M -1% 2.15% 203% 175 11.43% 2.3
Decker Wealth Management LLC
754
Decker Wealth Management LLC
Tennessee
$493M +$21.7M +5% 3.41% – 124 15.32% 0.6
Builder Investment Group
755
Builder Investment Group
Georgia
$493M -$12M -2% 5.79% 169% 108 5.56% 3
Waller Financial Planning Group
756
Waller Financial Planning Group
Ohio
$493M +$7.01M +1% 0.18% 47.5% 82 7.32% 4.7
Prentice Wealth Management
757
Prentice Wealth Management
New York
$493M +$8.07M +2% 0.64% 47.8% 130 7.69% 3.1
PW Nova Financial Services
758
PW Nova Financial Services
Pennsylvania
$491M +$24.4M +5% 1.42% – 221 13.12% 0.6
Blankinship & Foster
759
Blankinship & Foster
California
$490M -$5.94M -1% 0.4% 67.1% 81 8.64% 5.1
O'Keefe Stevens Advisory
760
O'Keefe Stevens Advisory
New York
$489M +$1.53M +0.3% 1.11% 208% 84 7.14% 3.7
CWAG
761
Compton Wealth Advisory Group
Virginia
$489M -$6.48M -1% 0.69% 76.1% 91 8.79% 5
TAA
762
TB Alternative Assets
Cayman Islands
$488M -$135M -22% 1.68% 312% 47 53.19% 1
Rempart Asset Management
763
Rempart Asset Management
Canada
$488M $0 0% 3.54% 70.5% 36 0% 4.8
FFG
764
Fortem Financial Group
California
$487M -$2.98M -0.6% 1.62% 183% 199 10.05% 2.7
Old Mission Investment Co
765
Old Mission Investment Co
Michigan
$487M +$6.08M +1% 2.22% 82% 170 9.41% 3.6
Atlantic Edge Private Wealth Management
766
Atlantic Edge Private Wealth Management
Florida
$487M -$2.81M -0.6% 0.31% 84.4% 651 8.45% 2
Financial & Tax Architects
767
Financial & Tax Architects
Missouri
$486M +$12.2M +3% 0.22% 50.2% 130 31.54% 2.2
Poehling Capital Management
768
Poehling Capital Management
Wisconsin
$486M +$20.1M +4% 5.54% 83% 177 13.56% 3.7
Copper Harbor Investment Advisors
769
Copper Harbor Investment Advisors
Wisconsin
$486M +$13.6M +3% 0.76% – 103 11.65% 0.2
Centennial Wealth Advisory
770
Centennial Wealth Advisory
Michigan
$486M +$22.3M +5% 0.73% 63% 196 8.16% 2.1
Bill Few Associates
771
Bill Few Associates
Pennsylvania
$485M +$14.6M +3% 1.81% 91.5% 242 9.5% 2.8
Collective Family Office
772
Collective Family Office
Pennsylvania
$484M -$4.82M -1% 0.81% 52.5% 167 6.59% 3.9
Wealth Advisory Solutions
773
Wealth Advisory Solutions
Indiana
$484M -$3.04M -0.6% 0.09% 60.5% 157 9.55% 2.6
Farmers & Merchants Trust Company
774
Farmers & Merchants Trust Company
California
$484M +$19.2M +4% 4% 79.8% 207 7.73% 4.8
Quattro Financial Advisors
775
Quattro Financial Advisors
Texas
$483M +$15.2M +3% 5.61% 77.6% 108 28.7% 2.1