We are live on ! Find out more

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)
PM
1451
Penbrook Management
New York
$169M +$12.7M +8% 1.85% 107% 106 8.49% 5.8
RWC
1452
Rare Wolf Capital
Washington
$169M +$13.5M +9% 10.4% – 127 13.39% 0.7
WN
1453
Williams & Novak
California
$169M +$17.8M +12% 1.18% 61.6% 163 19.02% 1.6
PS
1454
Planning Strategies
Pennsylvania
$169M +$8.58M +5% 1.24% – 1,198 14.11% 0.2
PPF
1455
Pacific Park Financial
California
$169M -$3.41M -2% 0.48% – 82 7.32% 0.7
AI
1456
Axecap Investments
Ohio
$169M -$12.1M -7% 0.41% – 87 27.59% 0.8
3WPFIPFL
1457
365 WMG Private Fund I: Primus Fund LLC
Ohio
$169M – – 0.41% – 77 – 0
MWS
1458
MFA Wealth Services
California
$169M +$1.06M +0.6% 0.03% – 136 3.68% 1.4
ACM
1459
Azarias Capital Management
Pennsylvania
$168M -$61.4M -27% 2.53% 58.2% 24 8.33% 2.8
VEM
1460
Vann Equity Management
Texas
$168M +$3.5M +2% 5.18% – 189 19.05% 0.4
RA
1461
RiverTree Advisors
Florida
$168M -$1.48M -0.9% 1.01% 25.4% 84 30.95% 1.7
OWM
1462
Orca Wealth Management
Florida
$168M +$1.2M +0.7% 0.64% – 89 12.36% 1.3
VFP
1463
Vilga Financial Planning
New Jersey
$168M +$35.6M +27% 1.72% – 105 14.29% 0.6
AAS
1464
AdviceOne Advisory Services
Connecticut
$168M -$9.41M -5% 3.65% – 46 10.87% 1.3
DCM
1465
Davis Capital Management
Florida
$167M -$1.66M -1% 1.78% – 1,379 22.7% 1.5
JPT
1466
Jordan Park Trust
New Hampshire
$167M +$23.9M +17% 16.6% – 17 11.76% 1.3
AFW
1467
Avantra Family Wealth
Pennsylvania
$167M +$10.4M +7% 4.77% – 178 16.29% 1.1
BRWM
1468
Blue Rock Wealth Management
North Carolina
$167M -$12.9M -7% 3.02% – 120 18.33% 1.3
SMWM
1469
Silvia McColl Wealth Management
California
$167M +$314K +0.2% 1.73% 82.7% 125 8% 3
WAS
1470
Westco Advisory Services
New York
$166M +$775K +0.5% 2.85% – 103 8.74% 0.7
HPBT
1471
Hickory Point Bank & Trust
Illinois
$166M +$1.4M +0.8% 1.53% – 485 12.99% 0.8
CCA
1472
Cottonwood Capital Advisors
Utah
$166M +$176K +0.1% 1.42% 79% 91 4.4% 3.9
LI
1473
LDIC Inc
$166M +$6.39M +4% 4.54% – 25 24% 0.3
SHFL
1474
Seven Hills Financial, LLC
Florida
$166M – – 1.69% – 109 – 0
MJPCFAI
1475
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$166M -$10.1M -6% 2.02% – 150 18% 0.6