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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)
JWM
1476
JDH Wealth Management
California
$165M +$1.09M +0.7% 0.08% – 64 12.5% 1.4
NA
1477
Nautilus Advisors
California
$165M -$4.33M -3% 1.5% – 186 11.29% 1.3
NWM
1478
Navigate Wealth Management
Alabama
$165M +$3.87M +2% 0.22% – 87 16.09% 0.4
FFAS
1479
FIG Financial Advisory Services
Oklahoma
$165M -$5.51M -3% 0.91% – 107 71.96% 0.4
SA
1480
SJBenen ADVISORY
North Carolina
$165M -$11.5M -6% 7.65% – 37 18.92% 0.6
BAWM
1481
Bennett Associates Wealth Management
Pennsylvania
$165M +$3.31M +2% 0.61% 51% 62 29.03% 1.4
BAWC
1482
Boyce & Associates Wealth Consulting
Texas
$165M +$20.5M +14% 1.6% 58.2% 89 19.1% 2.5
LWM
1483
Lighthouse Wealth Management
Ohio
$165M +$3.66M +2% 1.43% – 52 13.46% 1.3
FCM
1484
Flagship Capital Management
Pennsylvania
$164M +$5.9M +4% 5.79% – 53 7.55% 0.7
CC
1485
Climber Capital
Switzerland
$164M +$125K +0.1% 0.83% – 68 8.82% 1.5
BFS
1486
Burr Financial Services
California
$164M +$2.39M +1% 3.08% 478% 31 32.26% 1.7
KLCM
1487
KG&L Capital Management
Louisiana
$163M -$4.8M -3% 1.14% 91.9% 150 16.67% 3.9
CW
1488
Cooksen Wealth
Texas
$163M +$4.49M +3% 0.08% 70.7% 45 2.22% 2.7
ZC
1489
Zeit Capital
Colorado
$163M -$2.78M -2% 0.47% 56.5% 53 15.09% 3.1
CCP
1490
Cushing Capital Partners
Wisconsin
$163M +$17.8M +12% 2.04% – 115 15.65% 1.1
FFWM
1491
Future Financial Wealth Management
Ohio
$163M +$2.56M +2% 0.96% 65.2% 142 16.9% 3.2
TF
1492
TME Financial
California
$163M +$934K +0.6% 1.89% – 71 2.82% 1.5
BJF
1493
Blue Jean Financial
New York
$163M +$19.1M +13% 6.9% – 108 66.67% 0.2
CSI
1494
Clark & Stuart Inc
Maine
$162M +$3.1M +2% 2.03% – 59 15.25% 1.5
PP
1495
Paladin Partners
Wisconsin
$162M +$11.2M +7% 2.39% – 218 9.63% 0.7
HA
1496
Hegarty Advisors
New York
$162M +$16.5M +11% 0.28% – 70 12.86% 0.6
AWM
1497
Aureum Wealth Management
Florida
$162M +$477K +0.3% 0.13% – 65 16.92% 0.6
KCAM
1498
Kagan Cocozza Asset Management
New Jersey
$162M +$2.09M +1% 0.77% – 67 1.49% 1.6
PAM
1499
PartnerRe Asset Management
Connecticut
$162M +$20.1M +14% 2.62% – 3 33.33% 0.5
EB
1500
Exchange Bank
California
$162M +$955K +0.6% 1.75% 75.2% 135 8.15% 2.4