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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, 2,069 funds (~23%) 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)
Miramontes Capital
1001
Miramontes Capital
California
$331M +$10M +3% 4.13% – 149 8.72% 0.6
Family Wealth Partners
1002
Family Wealth Partners
North Carolina
$331M +$5.23M +2% 0.24% 58.5% 125 28.8% 1.5
Buttonwood Financial Advisors
1003
Buttonwood Financial Advisors
Maryland
$331M +$2.33M +0.7% 1.64% 73.4% 112 3.57% 3.4
Tenon Financial
1004
Tenon Financial
New Jersey
$331M +$19.8M +6% 0.85% – 72 18.06% 1.5
Powers Advisory Group
1005
Powers Advisory Group
Illinois
$330M +$10.9M +3% 0.36% 49.8% 133 6.02% 3.3
Henry James International Management
1006
Henry James International Management
New York
$330M -$3.83M -1% 0.93% 125% 91 1.1% 6.1
Flagstar Advisors
1007
Flagstar Advisors
New York
$330M -$1.5M -0.5% 1.69% 81.9% 190 10% 3.4
Tred Avon Family Wealth
1008
Tred Avon Family Wealth
Maryland
$329M +$2.68M +0.8% 2.82% – 274 9.12% 0.9
New Perspectives Inc
1009
New Perspectives Inc
Mississippi
$329M +$3.19M +1% 1.02% – 49 2.04% 2.8
Norman Fields Gottscho Capital Management
1010
Norman Fields Gottscho Capital Management
New York
$329M -$1.34M -0.4% 0.8% 96.9% 65 4.62% 6.6
TMB Capital Partners
1011
TMB Capital Partners
Arkansas
$329M +$8.18M +3% 1.06% – 192 13.54% 0.7
Heritage Oak Wealth Advisors
1012
Heritage Oak Wealth Advisors
Florida
$329M -$11.1M -3% 1.85% – 119 41.18% 1.1
Wealth Quarterback
1013
Wealth Quarterback
New Jersey
$328M +$4.28M +1% 2.37% 109% 185 9.73% 2.9
LifeGoal Wealth Advisors
1014
LifeGoal Wealth Advisors
New York
$328M +$110M +50% 2.29% – 232 41.38% 0.6
Richards, Merrill & Peterson
1015
Richards, Merrill & Peterson
Washington
$328M +$12.9M +4% 3.12% – 302 8.61% 1.3
First National Bank Sioux Falls
1016
First National Bank Sioux Falls
South Dakota
$328M -$37.8M -10% 0.35% 70.3% 157 8.92% 5
Bennett Selby Investments
1017
Bennett Selby Investments
Maine
$327M +$14M +4% 5.28% 82.1% 89 8.99% 3.4
ShoreHaven Wealth Partners
1018
ShoreHaven Wealth Partners
New Jersey
$326M +$8.2M +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
1019
Raub Brock Capital Management
California
$326M -$37.3M -10% 2% 54.7% 51 19.61% 2.6
Paragon Private Wealth Management
1020
Paragon Private Wealth Management
Kentucky
$326M -$57.2M -15% 1.09% 104% 235 22.13% 2.7
Bluesphere Advisors
1021
Bluesphere Advisors
Pennsylvania
$325M +$1.25M +0.4% 2.26% 105% 125 11.2% 2.7
Berkeley Inc
1022
Berkeley Inc
Idaho
$324M +$5.54M +2% 3.02% 49.5% 91 13.19% 3.3
Robinswood Financial
1023
Robinswood Financial
Washington
$324M -$24.8M -7% 0.62% 43.2% 428 83.18% 3
Traveka Wealth
1024
Traveka Wealth
California
$324M +$23.4M +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
1025
ticino wealth
California
$324M +$6.87M +2% 1.92% – 140 6.43% 0.7