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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 2,001 funds (~22%) 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)
Main Line Retirement Advisors
1276
Main Line Retirement Advisors
Montana
$228M +$9.6M +4% 1% 47.6% 49 2.04% 2.3
Pacific Wealth Management
1277
Pacific Wealth Management
California
$227M +$1.8M +0.8% 0.51% 72.8% 23 30.43% 2.1
Disciplined Equity Management
1278
Disciplined Equity Management
Florida
$227M +$1.29M +0.6% 0.93% 72.3% 48 8.33% 3.4
Lexington Hill Partners
1279
Lexington Hill Partners
Texas
$227M +$20.8M +10% 0.45% – 88 15.91% 0.6
Peoples Financial Services Corp
1280
Peoples Financial Services Corp
Pennsylvania
$227M -$4.45M -2% 2.26% 104% 278 3.6% 8.5
Avondale Wealth Management
1281
Avondale Wealth Management
Texas
$227M -$18.3M -7% 0.44% 83.8% 70 18.57% 4
Capital Square
1282
Capital Square
Tennessee
$227M -$952K -0.4% 0.7% 62.5% 266 14.66% 2.4
CMG Global Holdings
1283
CMG Global Holdings
Texas
$226M -$9.48M -4% 2.69% 80.8% 112 12.5% 3.6
Wynn Capital
1284
Wynn Capital
Georgia
$226M +$1.86M +0.8% 2.06% 115% 120 6.67% 2.3
Envision Financial
1285
Envision Financial
Wisconsin
$225M +$8.24M +4% 1.43% – 52 15.38% 1.4
KCM
1286
KRS Capital Management
Michigan
$225M +$10.2M +5% 7.86% 272% 132 13.64% 3.1
Base Wealth Management
1287
Base Wealth Management
Florida
$225M +$10M +5% 0.46% – 74 13.51% 1.1
Chronos Wealth Management
1288
Chronos Wealth Management
Florida
$225M -$731K -0.3% 1.68% 92.3% 38 2.63% 4.8
GAA
1289
Guardian Asset Advisors
Pennsylvania
$224M +$7.58M +3% 4.58% 106% 131 8.4% 1.9
Kingsman Wealth Management
1290
Kingsman Wealth Management
Florida
$224M +$10.4M +5% 4.67% – 91 26.37% 0.9
Vestment Financial
1291
Vestment Financial
Minnesota
$224M +$663K +0.3% 1.18% – 47 19.15% 1.4
Banque de Luxembourg
1292
Banque de Luxembourg
Luxembourg
$224M +$11.6M +5% 8.07% – 86 10.47% 1.3
Polaris Financial Partners
1293
Polaris Financial Partners
Ohio
$223M – – 4.08% – 372 – 0
NWMP
1294
Noble Wealth Management PBC
Colorado
$223M +$496 +0% 1.51% – 881 22.47% 1
Acasta Partners UK
1295
Acasta Partners UK
$223M +$33.7M +18% 0.68% – 23 26.09% 0.5
Broadway Wealth Solutions
1296
Broadway Wealth Solutions
Texas
$223M +$8.94M +4% 0.54% – 96 12.5% 1.4
StoryOne LLC
1297
StoryOne LLC
Kansas
$223M +$11.3M +5% 0.68% – 87 18.39% 0.6
Grant Private Wealth Management
1298
Grant Private Wealth Management
California
$223M -$14.2M -6% 7.19% – 190 31.58% 0.9
Two Point Capital Management
1299
Two Point Capital Management
New York
$223M -$25.5M -10% 0.32% – 32 12.5% 2.9
Center For Asset Management
1300
Center For Asset Management
Florida
$222M -$3.09M -1% 0.45% 66.6% 189 25.93% 2.1
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