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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, 1,881 funds (~21%) 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)
Upper Left Wealth Management
1351
Upper Left Wealth Management
Florida
$193M +$12.3M +7% 2.4% 52.7% 79 21.52% 3.2
Martin Capital Advisors
1352
Martin Capital Advisors
Texas
$193M +$1.92M +1% 3.66% 140% 78 5.13% 3.7
Clark Wealth Partners
1353
Clark Wealth Partners
Illinois
$193M +$15.5M +9% 0.78% – 1,076 48.61% 0.7
ROI Financial Advisors
1354
ROI Financial Advisors
Oregon
$193M -$730K -0.4% 2.39% 165% 74 8.11% 2
TCM
1355
Thoma Capital Management
Maryland
$191M +$3.78M +2% 1.29% – 56 8.93% 1.5
Emergent Wealth Advisors
1356
Emergent Wealth Advisors
New York
$191M -$1.18M -0.6% 0.27% 74.2% 128 7.81% 1.8
Compass Planning Associates
1357
Compass Planning Associates
Massachusetts
$191M +$6.18M +3% 1.38% – 37 16.22% 1.2
Persium Advisors
1358
Persium Advisors
Georgia
$191M +$37.7M +25% 2.48% – 77 19.48% 1.3
Magnolia Wealth Management
1359
Magnolia Wealth Management
Alabama
$191M -$91.3K -0% 1.26% 48.7% 17 11.76% 2.9
Cooper Investors
1360
Cooper Investors
Australia
$190M -$27.3M -13% 4.03% 57.5% 43 23.26% 1.6
Clayton Financial Group
1361
Clayton Financial Group
Missouri
$190M +$9.5M +5% 1.21% 69.8% 304 78.62% 0.4
BayBridge Capital Group
1362
BayBridge Capital Group
California
$190M -$2.01M -1% 1.24% 78.5% 111 26.13% 1.7
OceanIQ Capital
1363
OceanIQ Capital
California
$190M +$24.3M +15% 8.32% – 125 30.4% 0.2
Millennium Capital Advisors
1364
Millennium Capital Advisors
Arkansas
$190M +$6.26M +3% 5.63% 134% 143 8.39% 3
Retirement Wealth Solutions
1365
Retirement Wealth Solutions
Wisconsin
$189M +$7.75M +4% 0.01% – 933 16.18% 1
BC
1366
Bulwark Capital
Florida
$189M +$11.3M +6% 0.94% – 112 11.61% 1.1
Bay Capital Advisors
1367
Bay Capital Advisors
Virginia
$189M +$2.42M +1% 0.6% – 111 6.31% 1.6
HCM
1368
Horrell Capital Management
Arkansas
$189M -$30M -14% 4.1% 55.6% 205 8.29% 7.3
Atmos Advisory
1369
Atmos Advisory
Pennsylvania
$188M -$3.51M -2% 2.67% 31.9% 21 4.76% 4.5
FFG Retirement Advisors
1370
FFG Retirement Advisors
Colorado
$188M -$1.08M -0.6% 2.14% 43.4% 48 27.08% 1.8
Dynamic Wealth Strategies
1371
Dynamic Wealth Strategies
California
$188M -$19.1K -0% 0.14% 52.2% 305 6.89% 1.5
Keystone Financial Group (Georgia)
1372
Keystone Financial Group (Georgia)
Georgia
$188M -$2.82M -1% 1.34% – 122 4.92% 1.5
TA
1373
TPG Advisors
Illinois
$187M +$5.03M +3% 0.9% – 120 5.83% 1.7
Zynergy Retirement Planning
1374
Zynergy Retirement Planning
New Jersey
$187M +$2.82M +2% 2.51% – 26 3.85% 2.2
BF
1375
Baring Financial
Washington
$187M +$5.44M +3% 2.4% – 92 15.22% 1.3