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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, 108 funds (~1%) 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 Time
Held (Qtrs)
GPI
76
General Partner Inc
Pennsylvania
$187M +$751K +0.4% 1.97% 83.1% 171 4.09% 12.2
PVAMC
77
PPS&V Asset Management Consultants
Michigan
$185M -$484K -0.3% 1.43% 80.7% 41 7.32% 12.5
BAM
78
Byrne Asset Management
New Jersey
$179M -$5.93M -3% 1.34% 126% 672 19.64% 7.1
SVWA
79
Sarver Vrooman Wealth Advisors
Missouri
$170M +$2.21M +1% 1.38% – 152 11.18% 5.2
PDN
80
Pensionfund DSM Netherlands
Netherlands
$170M -$24.4M -13% 7.06% 36.9% 76 5.26% 34
PS
81
Planning Strategies
Pennsylvania
$169M +$8.58M +5% 1.24% – 1,198 14.11% 0.9
HPBT
82
Hickory Point Bank & Trust
Illinois
$166M +$1.4M +0.8% 1.53% – 485 12.99% 3
PP
83
Paladin Partners
Wisconsin
$162M +$11.2M +7% 2.39% – 218 9.63% 2.9
HWM
84
Horizons Wealth Management
North Carolina
$160M – – 1.83% – 165 – 13.5
GFA
85
Gladwyn Financial Advisors
Virginia
$157M -$3.3M -2% 1.22% – 82 1.22% 4.9
SCFS
86
Stewardship Concepts Financial Services
Washington
$153M +$4.05M +3% 0.2% – 74 10.81% 2.4
AT
87
Adelphi Trust
Florida
$152M +$1.24M +0.8% 3.57% – 120 10.83% 2.5
MCFP
88
Mallini Complete Financial Planning
Florida
$143M +$2.5M +2% 1.23% – 73 4.11% 5.1
PWM
89
Partnership Wealth Management
Maryland
$140M -$7.78M -5% 1.26% 67.6% 69 5.8% 9.7
BHPW
90
Box Hill Private Wealth
Arizona
$138M +$12.9M +10% 1.57% – 79 20.25% 2.2
KGC
91
Kennon-Green & Company
Ohio
$131M +$2.28M +2% 4.84% 58.4% 43 6.98% 12
RF
92
Roxbury Financial
New Jersey
$130M +$3.89M +3% 3.84% – 446 12.78% 5.4
FFP
93
Frisco Financial Planning
Texas
$129M -$4.18M -3% 3.15% – 34 14.71% 4.7
GH
94
GLP Holdings
Georgia
$127M +$15.9M +14% 14.4% – 4 0% 3
MGI
95
Miller Global Investments
Texas
$124M +$3.28M +3% 3.44% – 338 15.98% 2.3
RBDF
96
Robert B. Daugherty Foundation
Nebraska
$116M -$28.7M -20% 19.8% – 1 0% 3
FCM
97
Floyd Capital Management
Texas
$115M -$16.9M -13% 2.12% – 1 0% 7
LC
98
Lakehouse Capital
Australia
$114M +$23.6M +26% 23.5% 87.4% 12 0% 16.7
EC
99
Eleva Capital
France
$113M -$230M -67% 11.2% – 43 83.72% 0.6
PC
100
Parrish Capital
Georgia
$103M -$1.09M -1% 2.12% – 88 5.68% 2.8