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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, 2,113 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)
Retirement Financial Solutions
851
Retirement Financial Solutions
Tennessee
$423M +$16.2M +4% 2.08% 52.5% 64 28.13% 1.3
BigSur Wealth Management
852
BigSur Wealth Management
Florida
$423M +$7.48M +2% 3.82% 94.8% 178 11.8% 4.6
RFG - Bristol Wealth Advisors
853
RFG - Bristol Wealth Advisors
Massachusetts
$420M +$6.24M +2% 0.16% – 193 13.47% 1.4
Benchmark Financial Wealth Advisors
854
Benchmark Financial Wealth Advisors
Florida
$419M +$13.7M +3% 1.93% 81.6% 172 20.35% 2.6
ATI
855
ARK & TLK Investments
Oklahoma
$416M +$10.3M +3% 0.24% 62.2% 130 5.38% 2.2
Elmwood Wealth Management
856
Elmwood Wealth Management
California
$416M +$16.3M +4% 0.14% 42.1% 221 15.84% 3.2
Tactive Advisors
857
Tactive Advisors
Florida
$416M +$10.1M +2% 2.96% – 340 34.41% 1.3
EnRich Financial Partners
858
EnRich Financial Partners
Wisconsin
$416M -$5.32M -1% 1.29% 50.7% 68 4.41% 2.2
Elevatus Welath Management
859
Elevatus Welath Management
New York
$415M +$4.35M +1% 2.45% 270% 294 36.39% 1.1
Centurion Wealth Management
860
Centurion Wealth Management
Virginia
$415M -$2.89M -0.7% 2.15% – 308 16.88% 2.1
ECP
861
Elemental Capital Partners
California
$415M -$61.1M -13% 13.2% – 12 0% 2
LongView Wealth Management
862
LongView Wealth Management
Georgia
$415M +$25M +6% 0.52% 60.8% 244 13.11% 1.9
Snider Financial Group
863
Snider Financial Group
Washington
$415M +$21.9M +6% 4.98% 87% 108 10.19% 2.2
IAA
864
Ironsides Asset Advisors
North Carolina
$414M -$12.8M -3% 2.86% 49.3% 93 17.2% 3.2
Lifestyle Asset Management
865
Lifestyle Asset Management
Texas
$414M +$41.7M +11% 0.44% 88.3% 143 19.58% 1.6
TriaGen Wealth Management
866
TriaGen Wealth Management
California
$413M +$13.2M +3% 5.73% 132% 218 28.44% 2.6
Inlet Private Wealth
867
Inlet Private Wealth
Florida
$413M +$1.17M +0.3% 1.86% 111% 138 5.8% 4.9
Fruth Investment Management
868
Fruth Investment Management
Texas
$409M -$11.4M -3% 2.62% 79.4% 230 5.65% 8.8
S.E.E.D. Planning Group
869
S.E.E.D. Planning Group
New York
$408M +$29.4M +8% 3.79% 57.3% 103 19.42% 3
Acorn Wealth Advisors
870
Acorn Wealth Advisors
Michigan
$407M -$3.26M -0.8% 0.17% 58.8% 317 9.15% 3.4
Prospera Capital Management
871
Prospera Capital Management
Arizona
$406M +$86.5M +27% 0.03% – 77 20.78% 0.9
HCM
872
Hudson Capital Management
New Jersey
$405M -$8.2M -2% 1.11% 66.8% 81 12.35% 4.2
Butensky & Cohen Financial Security
873
Butensky & Cohen Financial Security
Florida
$405M +$568K +0.1% 1.01% 81% 99 1.01% 6.9
Arcataur Capital Management
874
Arcataur Capital Management
Wisconsin
$405M +$1.31M +0.3% 0.63% 65.4% 106 6.6% 2.8
Revisor Wealth Management
875
Revisor Wealth Management
Ohio
$404M -$12.1M -3% 2.18% 72% 403 18.36% 1.5
33 34
35
36 37