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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, 1,863 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)
SummerHaven Investment Management
1401
SummerHaven Investment Management
Connecticut
$179M -$7.72M -4% 4.81% 150% 323 78.33% 0.7
Capstone Capital
1402
Capstone Capital
Nevada
$179M +$3.63M +2% 0.32% 62.8% 27 11.11% 2
Refined Wealth Management
1403
Refined Wealth Management
Utah
$179M +$12.9M +8% 6.91% 99.6% 50 6% 2.6
Cox Capital Management
1404
Cox Capital Management
Massachusetts
$179M -$1.14M -0.6% 2.04% 106% 84 15.48% 3.2
Fjell Capital
1405
Fjell Capital
North Dakota
$178M +$31.8M +22% 1.17% – 86 25.58% 1.1
M.E. Allison & Co
1406
M.E. Allison & Co
Texas
$178M +$4.58M +3% 1.12% – 201 7.46% 1.4
Hartmann Taylor Wealth Management
1407
Hartmann Taylor Wealth Management
Texas
$178M +$27.1M +18% 0.95% – 64 20.31% 1.2
Strong Retirement Solutions
1408
Strong Retirement Solutions
Washington
$178M +$11.1M +7% 5.18% – 87 9.2% 0.7
Ariston Services Group
1409
Ariston Services Group
California
$178M -$3.44M -2% 2.65% 71.7% 73 5.48% 0.2
GK Wealth Management
1410
GK Wealth Management
Nevada
$178M -$12.8M -7% 1.33% – 1,634 86.05% 0
Wilkins Miller Wealth Management
1411
Wilkins Miller Wealth Management
Alabama
$177M -$4.76M -3% 0.2% – 99 8.08% 1.5
Thor Investment Management
1412
Thor Investment Management
Ohio
$177M +$1.06M +0.6% 3.95% 122% 61 24.59% 1.9
Five Pine Wealth Management
1413
Five Pine Wealth Management
Idaho
$177M +$110K +0.1% 1.05% – 55 16.36% 1.4
Ridgeline Wealth
1414
Ridgeline Wealth
Arizona
$176M +$5.48M +3% 0.75% – 63 7.94% 1.3
Aurora Investment Managers
1415
Aurora Investment Managers
Florida
$176M +$12.8M +8% 12.2% 74.4% 53 3.77% 1.9
Andera Partners
1416
Andera Partners
$176M -$30.8M -15% 0.51% – 8 12.5% 0.6
Herbst Group
1417
Herbst Group
Connecticut
$176M -$7.78M -4% 0.31% 142% 84 36.9% 1.5
Orser Capital Management
1418
Orser Capital Management
Texas
$176M -$26M -13% 0.8% 128% 68 19.12% 3.7
Southern Capital Services
1419
Southern Capital Services
Alabama
$176M -$2.61M -1% 1.15% – 31 9.68% 0.7
Sugar Maple Asset Management
1420
Sugar Maple Asset Management
Wisconsin
$175M +$20.3M +13% 5.88% – 98 26.53% 1.3
Cathy Pareto & Associates
1421
Cathy Pareto & Associates
Florida
$175M +$4.87M +3% 1.04% – 106 11.32% 1.4
Salvus Wealth Management
1422
Salvus Wealth Management
New Jersey
$175M -$3.1M -2% 1.69% 108% 137 12.41% 3.2
OMC Financial Services
1423
OMC Financial Services
New York
$175M -$127M -42% 8.93% – 63 53.97% 2.2
Braun-Bostich & Associates
1424
Braun-Bostich & Associates
Pennsylvania
$175M -$4.01M -2% 0.26% 64.5% 145 13.79% 2.2
SGH
1425
Sivik Global Healthcare
Connecticut
$175M +$43.4M +33% 10.7% 83.8% 46 50% 1.8