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, 2,069 funds (~23%) 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)
BC
1501
Bulwark Capital
Florida
$189M +$11.3M +6% 0.94% – 112 11.61% 1.1
Bay Capital Advisors
1502
Bay Capital Advisors
Virginia
$189M +$2.42M +1% 0.6% – 111 6.31% 1.6
HCM
1503
Horrell Capital Management
Arkansas
$189M -$30M -14% 4.1% 55.6% 205 8.29% 7.3
Rolek Wealth Management
1504
Rolek Wealth Management
Pennsylvania
$188M +$9.9M +6% 1.8% – 24 4.17% 1.2
Atmos Advisory
1505
Atmos Advisory
Pennsylvania
$188M -$3.51M -2% 2.67% 31.9% 21 4.76% 4.5
FFG Retirement Advisors
1506
FFG Retirement Advisors
Colorado
$188M -$1.08M -0.6% 2.14% 43.4% 48 27.08% 1.8
Dynamic Wealth Strategies
1507
Dynamic Wealth Strategies
California
$188M -$19.1K -0% 0.14% 52.2% 305 6.89% 1.5
Keystone Financial Group (Georgia)
1508
Keystone Financial Group (Georgia)
Georgia
$188M -$2.82M -1% 1.34% – 122 4.92% 1.5
TA
1509
TPG Advisors
Illinois
$187M +$5.03M +3% 0.9% – 120 5.83% 1.7
Zynergy Retirement Planning
1510
Zynergy Retirement Planning
New Jersey
$187M +$2.82M +2% 2.51% – 26 3.85% 2.2
BF
1511
Baring Financial
Washington
$187M +$5.44M +3% 2.4% – 92 15.22% 1.3
LeConte Wealth Management
1512
LeConte Wealth Management
Tennessee
$187M +$3.6M +2% 1.73% – 212 22.64% 0.8
Farrell Financial
1513
Farrell Financial
New York
$187M +$1.98M +1% 0.91% 57.8% 84 4.76% 2.1
Stillwater Wealth Management Group
1514
Stillwater Wealth Management Group
Florida
$187M +$7.1M +4% 2.81% – 78 16.67% 1.4
Hidden Cove Wealth Management
1515
Hidden Cove Wealth Management
Washington
$187M +$5.2M +3% 3.59% – 164 28.05% 0.8
General Partner Inc
1516
General Partner Inc
Pennsylvania
$187M +$751K +0.4% 1.97% 83.1% 171 4.09% 3
GCA
1517
Gallagher Capital Advisors
Texas
$187M +$11.6M +7% 9.79% – 77 15.58% 1.1
Granite FO LLC
1518
Granite FO LLC
New Hampshire
$186M -$2.88M -2% 0.91% 112% 172 0.58% 2.4
Investment Partners Asset Management
1519
Investment Partners Asset Management
New Jersey
$186M +$5.64M +3% 3.26% 86.1% 178 5.06% 2.1
BWM
1520
BCO Wealth Management
New Mexico
$185M +$2.11M +1% 1.23% – 45 6.67% 1.5
Flavin Financial Services
1521
Flavin Financial Services
Florida
$185M +$9.7M +6% 2.13% – 83 9.64% 1.3
WinCap Financial
1522
WinCap Financial
Massachusetts
$185M -$166K -0.1% 1.47% – 93 9.68% 1.3
GEN Financial Management
1523
GEN Financial Management
Minnesota
$185M +$17.9M +11% 0.32% – 59 32.2% 0.9
BAM Wealth Management
1524
BAM Wealth Management
Colorado
$185M +$25M +16% 0.99% – 217 30.41% 0.6
PVAMC
1525
PPS&V Asset Management Consultants
Michigan
$185M -$484K -0.3% 1.43% 80.7% 41 7.32% 3.1