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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, 1,877 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)
GCA
1376
Gallagher Capital Advisors
Texas
$187M +$11.6M +7% 9.79% – 77 15.58% 1.1
Granite FO LLC
1377
Granite FO LLC
New Hampshire
$186M -$2.88M -2% 0.91% 112% 172 0.58% 2.4
Investment Partners Asset Management
1378
Investment Partners Asset Management
New Jersey
$186M +$5.64M +3% 3.26% 86.1% 178 5.06% 2.1
BWM
1379
BCO Wealth Management
New Mexico
$185M +$2.11M +1% 1.23% – 45 6.67% 1.5
WinCap Financial
1380
WinCap Financial
Massachusetts
$185M -$166K -0.1% 1.47% – 93 9.68% 1.3
GEN Financial Management
1381
GEN Financial Management
Minnesota
$185M +$17.9M +11% 0.32% – 59 32.2% 0.9
BAM Wealth Management
1382
BAM Wealth Management
Colorado
$185M +$25M +16% 0.99% – 217 30.41% 0.6
PVAMC
1383
PPS&V Asset Management Consultants
Michigan
$185M -$484K -0.3% 1.43% 80.7% 41 7.32% 3.1
RCS Financial Planning
1384
RCS Financial Planning
Maryland
$185M -$26.5M -13% 0.45% 48.2% 114 33.33% 2.2
Financial Planning Hawaii
1385
Financial Planning Hawaii
Hawaii
$185M -$1.79M -1% 3.81% – 140 13.57% 0.7
Certior Financial Group
1386
Certior Financial Group
Pennsylvania
$184M +$1.95M +1% 4.01% – 157 15.92% 1.2
Quadratic Capital Management
1387
Quadratic Capital Management
Connecticut
$184M -$65.7M -26% 5.37% 0.6% 2 0% 5.4
Sterling Investment Management
1388
Sterling Investment Management
Arizona
$184M +$1.99M +1% 1.04% 45.3% 78 19.23% 3.5
Fidato Wealth
1389
Fidato Wealth
Ohio
$184M +$13M +8% 0.52% 61.1% 31 54.84% 1.3
GWM
1390
Global Wealth Management
New Jersey
$184M -$12.6M -6% 0.57% – 48 4.17% 1.4
DQRIM
1391
Dale Q Rice Investment Management
Washington
$184M -$930K -0.5% 0.84% – 70 5.71% 1.5
WPEP
1392
Walnut Private Equity Partners
Nebraska
$183M -$1.73M -0.9% 1.83% 48% 15 0% 5
Washington Growth Strategies
1393
Washington Growth Strategies
District of Columbia
$183M +$2.82M +2% 0.05% – 64 3.13% 1.4
Robinson Value Management
1394
Robinson Value Management
Texas
$183M -$4.09M -2% 1.82% 79.3% 82 14.63% 3.4
Brewster Financial Planning
1395
Brewster Financial Planning
New York
$181M -$644K -0.4% 1.83% 44.3% 31 3.23% 2.8
Addis & Hill
1396
Addis & Hill
Pennsylvania
$181M $0 0% 0.58% 65.1% 29 0% 2.3
Ledgewood Wealth Advisors
1397
Ledgewood Wealth Advisors
New Hampshire
$181M -$6.88M -4% 1.43% 42.8% 79 10.13% 2.2
Columbia Advisory Partners
1398
Columbia Advisory Partners
Washington
$181M -$112K -0.1% 1.06% 69.7% 121 25.62% 1.8
Canandaigua National Trust of Florida
1399
Canandaigua National Trust of Florida
New York
$181M – – 1.65% – 143 – 1.2
Holcombe Financial
1400
Holcombe Financial
Georgia
$181M +$3.7M +2% 3.3% – 53 7.55% 1.3