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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)
Altus Wealth Group
1176
Altus Wealth Group
Colorado
$266M -$10.9M -4% 1.39% 76.7% 158 8.86% 3.3
Ballentine Capital Advisors
1177
Ballentine Capital Advisors
South Carolina
$266M +$491K +0.2% 0.94% 48.8% 27 7.41% 2.4
AAG
1178
Avalon Advisory Group
Pennsylvania
$266M -$4.9M -2% 1.13% 46% 15 6.67% 4
Exeter Financial
1179
Exeter Financial
Arizona
$265M +$3.85M +1% 2.83% 59.1% 106 10.38% 6.1
Yoder Wealth Management
1180
Yoder Wealth Management
California
$265M +$9.18M +4% 1.62% 69.3% 138 8.7% 2.4
Cambridge Capital Management
1181
Cambridge Capital Management
Illinois
$265M +$1.58M +0.6% 1.32% 55.9% 48 6.25% 2.2
Greenfield Savings Bank
1182
Greenfield Savings Bank
Massachusetts
$264M +$739K +0.3% 2.77% 108% 153 7.19% 3.4
Aspect Partners
1183
Aspect Partners
Virginia
$264M -$3.69M -1% 1.02% 66.7% 698 5.16% 2
Vestia Personal Wealth Advisors
1184
Vestia Personal Wealth Advisors
Indiana
$264M +$8.19M +3% 0.26% – 122 16.39% 1.7
Snow Phipps Group
1185
Snow Phipps Group
New York
$264M -$61.8M -19% 12.9% 58% 2 0% 6.5
HMS Capital Management
1186
HMS Capital Management
Tennessee
$264M -$3.3M -1% 0.73% 140% 135 18.52% 3.2
VMS Asset Management
1187
VMS Asset Management
$264M -$51.4M -16% 2.01% – 48 64.58% 0.2
Altus Wealth Management
1188
Altus Wealth Management
Kentucky
$263M +$3.65M +1% 0.51% 73% 27 3.7% 4.6
SCM
1189
Sage Capital Management
New Jersey
$263M +$7.1M +3% 0.64% 94.3% 181 15.47% 2.1
N10 Assets
1190
N10 Assets
Connecticut
$263M +$31.8M +14% 0.04% – 36 11.11% 0.2
Eagle Wealth Strategies
1191
Eagle Wealth Strategies
New Jersey
$263M +$1.33M +0.5% 1.22% 85% 121 6.61% 1.9
Retirement Planning Company of New England
1192
Retirement Planning Company of New England
Rhode Island
$263M -$14.9M -5% 0.54% 125% 268 7.46% 3.3
Private Wealth Group
1193
Private Wealth Group
Florida
$263M +$3.71M +1% 0.31% 52.9% 79 12.66% 3.6
FAG
1194
Fortitude Advisory Group
Washington
$262M +$740K +0.3% 1.54% 142% 256 11.72% 2.8
Smith Shellnut Wilson
1195
Smith Shellnut Wilson
Mississippi
$262M -$5.52M -2% 0.26% 98.6% 167 10.78% 4.9
Robbins Farley
1196
Robbins Farley
New Hampshire
$262M +$1.83M +0.7% 0.69% 106% 162 5.56% 3.2
Emprise Bank
1197
Emprise Bank
Kansas
$262M -$9.9M -4% 1.3% – 114 11.4% 2
JCFM
1198
JBR Co Financial Management
Oklahoma
$261M -$12.8M -5% 1.14% 126% 133 5.26% 2
Cherry Creek Investment Advisors
1199
Cherry Creek Investment Advisors
Colorado
$261M +$6.68M +3% 5.64% 151% 132 6.82% 2.9
CSA
1200
Cottage Street Advisors
Massachusetts
$261M +$2M +0.8% 1.26% 95.8% 160 14.38% 2.9