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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, 2,010 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)
Mainsail Asset Management
1201
Mainsail Asset Management
Alabama
$249M -$6.03M -2% 3.82% 90.4% 219 36.99% 1.1
Aletheian Wealth Advisors
1202
Aletheian Wealth Advisors
Washington
$249M +$14.9M +6% 0.31% – 118 11.86% 2.8
Rockingstone Advisors
1203
Rockingstone Advisors
Massachusetts
$249M -$479K -0.2% 3.71% 114% 117 5.98% 2.9
Vista Investment Partners II
1204
Vista Investment Partners II
Indiana
$248M -$6.54M -3% 5.07% – 172 15.12% 1.2
Cobblestone Asset Management
1205
Cobblestone Asset Management
Virginia
$248M +$8.43M +4% 2.12% 60.6% 81 13.58% 1.5
Fairfield Financial Advisors
1206
Fairfield Financial Advisors
Massachusetts
$248M -$5.78M -2% 1.7% – 74 14.86% 2.4
Forte Asset Management
1207
Forte Asset Management
New York
$248M +$3.4M +1% 1.82% 57.7% 80 8.75% 2.7
InvesTrust
1208
InvesTrust
Oklahoma
$247M -$12.6M -5% 1.11% – 95 4.21% 1.7
Kaufman Rossin Wealth
1209
Kaufman Rossin Wealth
Florida
$247M +$36.1M +17% 2% – 187 43.85% 0.7
Wealthcare Capital Partners
1210
Wealthcare Capital Partners
Pennsylvania
$247M +$5.08M +2% 0.32% – 185 12.43% 1.3
CCM
1211
Capstone Capital Management
$247M +$23.5M +11% 11.6% – 230 65.22% 0.2
Mitchell Sinkler & Starr
1212
Mitchell Sinkler & Starr
Pennsylvania
$247M +$6.67M +3% 4.36% 85.6% 160 6.25% 5.4
Sound Stewardship
1213
Sound Stewardship
Kansas
$246M +$3.69M +2% 1.15% 45.9% 81 16.05% 2.4
Fortune 45 LLC
1214
Fortune 45 LLC
Louisiana
$246M +$12M +5% 0.83% 85.2% 38 13.16% 2.8
Heritage Wealth Architects
1215
Heritage Wealth Architects
Minnesota
$246M -$5.17M -2% 0.14% – 74 10.81% 1.1
Victrix Investment Advisors
1216
Victrix Investment Advisors
Florida
$246M +$7.33M +3% 3.91% – 78 8.97% 1.4
Murphy Middleton Hinkle & Parker
1217
Murphy Middleton Hinkle & Parker
Georgia
$246M -$552K -0.2% 0.18% 66.8% 146 6.16% 2.4
BostonPremier Wealth
1218
BostonPremier Wealth
Massachusetts
$245M +$9.6M +4% 0.71% – 86 9.3% 1.3
APSI
1219
Asset Planning Services Inc
Louisiana
$245M +$9.28M +4% 6.38% 138% 36 0% 6.3
Ring Mountain Capital
1220
Ring Mountain Capital
California
$245M +$6.55M +3% 3.8% – 119 15.13% 1.3
Sentinel Advisory Group
1221
Sentinel Advisory Group
Wisconsin
$245M -$55K -0% 0.74% – 62 9.68% 0.5
Deane Retirement Strategies
1222
Deane Retirement Strategies
Louisiana
$244M +$7.9M +3% 4.15% 73.4% 64 35.94% 1.3
Norway Savings Bank
1223
Norway Savings Bank
Maine
$244M +$5.18M +2% 4.21% 117% 107 6.54% 6.4
Allodium Investment Consultants
1224
Allodium Investment Consultants
Minnesota
$244M +$8.05M +3% 2.2% – 58 5.17% 1.5
May Barnhard Investments
1225
May Barnhard Investments
Maryland
$243M -$4.51M -2% 2.07% 65.4% 90 5.56% 2.3