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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)
Kaydan Wealth Management
1101
Kaydan Wealth Management
Michigan
$291M -$36.8M -11% 0.5% 58% 122 10.66% 3.2
AAFMAA Wealth Management & Trust
1102
AAFMAA Wealth Management & Trust
North Carolina
$291M +$4.57M +2% 0.15% 62.3% 100 11% 2
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
1103
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$291M -$9.49M -3% 4.42% 215% 217 12.44% 1.9
Eagle Bluffs Wealth Management
1104
Eagle Bluffs Wealth Management
Missouri
$291M -$8.4M -3% 4.31% 95.5% 88 5.68% 3.3
Delap Wealth Advisory
1105
Delap Wealth Advisory
Oregon
$291M -$5.35M -2% 0.96% 73% 93 17.2% 2.6
Colorado Capital Management
1106
Colorado Capital Management
Colorado
$291M -$2.54M -0.9% 0.1% 60.4% 105 8.57% 5.6
Buska Wealth Management
1107
Buska Wealth Management
Wisconsin
$291M +$13.2M +5% 0.24% – 83 12.05% 1.7
Thomas Story & Son
1108
Thomas Story & Son
Indiana
$290M +$7.1M +3% 2.8% 101% 55 7.27% 7.6
WIA
1109
Wetzel Investment Advisors
Indiana
$290M +$1.22M +0.4% 0.73% 72.2% 143 9.79% 2.1
Beaumont Asset Management
1110
Beaumont Asset Management
Texas
$289M +$31.9M +12% 1.69% 73.1% 85 12.94% 3.2
Choice Wealth Advisors
1111
Choice Wealth Advisors
Maine
$289M +$4.35M +2% 1.31% 60.3% 37 10.81% 2.6
Burns Matteson Capital Management
1112
Burns Matteson Capital Management
New York
$289M -$31M -10% 6.91% 137% 256 51.56% 1.6
Rainwater Charitable Foundation
1113
Rainwater Charitable Foundation
Texas
$289M -$11.4M -4% 1.15% 44% 4 0% 4.6
Tranquility Partners
1114
Tranquility Partners
Tennessee
$288M -$2.66M -0.9% 3.95% 77.3% 241 12.03% 4.2
Stableford Capital II
1115
Stableford Capital II
Arizona
$288M -$376K -0.1% 4.47% 66.9% 164 22.56% 2
YP
1116
YANKCOM Partnership
South Dakota
$288M +$9.42M +3% 1.34% – 344 16.86% 1.3
Shira Ridge Wealth Management
1117
Shira Ridge Wealth Management
California
$288M +$1.05M +0.4% 0.84% 72.8% 87 9.2% 2.6
Wealth Analytics Partners
1118
Wealth Analytics Partners
California
$287M +$11M +4% 2.13% – 200 74.5% 0.2
Mid-American Wealth Advisory Group
1119
Mid-American Wealth Advisory Group
Missouri
$287M +$10M +4% 0.41% 14.4% 75 13.33% 1.4
Bluestem Financial Advisors
1120
Bluestem Financial Advisors
Illinois
$286M +$825K +0.3% 2.03% 42.2% 34 0% 4.9
McNaughton Wealth Management
1121
McNaughton Wealth Management
California
$286M +$4.6M +2% 0.19% 55.6% 78 7.69% 4
Boyd Wealth Management
1122
Boyd Wealth Management
California
$286M +$21.6M +8% 0.36% 56.8% 63 26.98% 2.7
Chris Bulman
1123
Chris Bulman
California
$285M +$11.5M +4% 1.07% – 179 13.41% 1.3
Montz Harcus Wealth Management
1124
Montz Harcus Wealth Management
Louisiana
$285M +$4.25M +2% 2.01% 84.1% 103 8.74% 2.8
Agate Pass Investment Management
1125
Agate Pass Investment Management
Washington
$285M +$13.7M +5% 2.55% 76% 119 15.13% 3.3