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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)
Mitchell & Pahl Private Wealth
1151
Mitchell & Pahl Private Wealth
Oklahoma
$277M +$4.99M +2% 2% 82.3% 149 1.34% 5
Dupree Financial Group
1152
Dupree Financial Group
Kentucky
$277M +$10.3M +4% 4.82% 75.8% 90 22.22% 1.7
Bell Asset Management
1153
Bell Asset Management
Australia
$277M -$97.8M -26% 5.19% 45.3% 75 25.33% 2.5
Investors Asset Management of Georgia
1154
Investors Asset Management of Georgia
Georgia
$276M -$11.4M -4% 1.5% 118% 199 4.52% 6.7
DLK Investment Management
1155
DLK Investment Management
California
$275M +$39.6M +17% 4.71% 80.4% 130 50% 1.6
Clarus Wealth Advisors
1156
Clarus Wealth Advisors
Arizona
$275M +$15.2M +6% 1.76% 89.7% 96 20.83% 3.1
Burford Brothers
1157
Burford Brothers
Texas
$275M +$2.02M +0.7% 2.76% 97.4% 199 15.08% 2
Financial Planning Navigators
1158
Financial Planning Navigators
Minnesota
$274M +$7.17M +3% 0.34% – 81 24.69% 0.5
B.A. Schrock Wealth Management, Inc.
1159
B.A. Schrock Wealth Management, Inc.
Ohio
$274M – – 0.35% – 132 – 0
Kellett Wealth Advisors
1160
Kellett Wealth Advisors
Ohio
$273M +$58.5M +27% 1.65% 76.3% 114 21.93% 2.1
FA
1161
FF Advisors
California
$273M +$6.18M +2% 0.88% 59.7% 132 12.12% 1.9
MB, Levis & Associates
1162
MB, Levis & Associates
Pennsylvania
$273M +$1.42M +0.5% 1.55% 43.1% 259 5.79% 2.9
Unique Wealth Strategies
1163
Unique Wealth Strategies
Illinois
$273M -$2.38M -0.9% 0.21% 96.9% 227 3.96% 1.3
Peirce Capital Management
1164
Peirce Capital Management
Texas
$272M -$582K -0.2% 0.22% 56.6% 48 8.33% 2
ARWA LLC
1165
ARWA LLC
Texas
$272M +$30.9M +13% 0.56% – 164 26.83% 0.5
Ridgewood Investments
1166
Ridgewood Investments
New Jersey
$271M +$4.16M +2% 0.04% – 221 7.69% 3.8
Reliant Investment Management
1167
Reliant Investment Management
Tennessee
$271M -$9.9M -4% 2.52% 129% 57 7.02% 4.1
True Blue Financial
1168
True Blue Financial
Michigan
$270M +$33.5M +14% 1.83% – 65 16.92% 0.6
Verisail Partners
1169
Verisail Partners
Georgia
$270M +$318K +0.1% 1.43% – 30 16.67% 1.2
Financial Futures
1170
Financial Futures
New Jersey
$270M +$7.22M +3% 0.6% 48.5% 87 18.39% 2.3
Alliance Private Wealth
1171
Alliance Private Wealth
Massachusetts
$269M -$19M -7% 0.25% – 86 5.81% 0.7
Brindle & Bay Financial Advisors
1172
Brindle & Bay Financial Advisors
Texas
$268M +$67.9M +34% 1.38% – 105 20.95% 0.5
MRA Advisory Group
1173
MRA Advisory Group
New Jersey
$267M -$8.61M -3% 1.47% 86.8% 178 25.28% 2.4
OGF
1174
Orin Green Financial
California
$267M -$4.52M -2% 0.64% 59.1% 84 3.57% 1.3
MYeCFO
1175
MYeCFO
California
$266M +$1.33M +0.5% 0.65% 58.5% 74 4.05% 2.6