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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, 7,143 funds (~80%) 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)
DT Investment Partners
1501
DT Investment Partners
Pennsylvania
$1.37B +$29.6M +2% 0.85% 64.3% 532 8.46% 3.8
Scheer Rowlett & Associates Investment Management
1502
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$1.37B -$22.8M -2% 0.84% 85.4% 32 18.75% 7
Clark Asset Management
1503
Clark Asset Management
New Hampshire
$1.36B +$88.9M +7% 0.11% 51.8% 319 14.11% 1.6
Strategic Wealth Partners
1504
Strategic Wealth Partners
Ohio
$1.36B -$253M -16% 0.08% – 1,545 33.14% 1.9
QV Investors
1505
QV Investors
Alberta, Canada
$1.36B +$63.1M +5% 1.27% 68.3% 72 6.94% 4.4
Wescott Financial Advisory Group
1506
Wescott Financial Advisory Group
Pennsylvania
$1.36B +$69.8M +5% 0.03% 61.1% 213 11.74% 3.4
Stonebridge Financial Group (Pennsylvania)
1507
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.36B +$37.9M +3% 0.09% – 296 14.19% 1.3
Silver Oak Securities
1508
Silver Oak Securities
Tennessee
$1.36B -$291M -18% 0.83% 80.2% 901 17.2% 2
Numerai
1509
Numerai
California
$1.36B +$132M +11% 1.69% 61% 933 60.02% 0.4
Leith Wheeler Investment Counsel
1510
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.35B +$38.4M +3% 3.36% 65.1% 103 19.42% 2.3
Intrust Bank
1511
Intrust Bank
Kansas
$1.35B -$891K -0.1% 2.38% 113% 438 10.27% 6.4
True North Advisors
1512
True North Advisors
Texas
$1.35B +$306M +29% 0.1% 82.9% 338 24.56% 1.9
Convergence Investment Partners
1513
Convergence Investment Partners
Florida
$1.35B +$292M +28% 5.75% 304% 291 37.46% 3.2
MMBG Investment Advisors
1514
MMBG Investment Advisors
Florida
$1.35B +$83.6M +7% 6.32% 133% 192 14.58% 3.2
GPCM
1515
Greenbrier Partners Capital Management
Texas
$1.35B +$10.3M +0.8% 9.24% 119% 12 8.33% 9.8
Journey Advisory Group
1516
Journey Advisory Group
Kentucky
$1.34B +$34.9M +3% 2.36% 74.9% 293 8.53% 3.2
Landscape Capital Management
1517
Landscape Capital Management
New Jersey
$1.34B -$200M -13% 1.5% 98.2% 885 63.5% 0.4
Condor Capital Management
1518
Condor Capital Management
New Jersey
$1.34B +$6.52M +0.5% 0.78% 64.8% 177 4.52% 6.1
McDaniel Terry & Co
1519
McDaniel Terry & Co
Texas
$1.34B +$58.7M +5% 6.97% 76.6% 83 4.82% 7.5
Anchor Investment Management
1520
Anchor Investment Management
South Carolina
$1.34B +$8.21M +0.6% 2.01% 83.7% 1,277 8.54% 5.3
Applied Finance Capital Management
1521
Applied Finance Capital Management
Puerto Rico
$1.34B -$5.28M -0.4% 6.32% 106% 247 21.05% 1.8
Trust Point Inc
1522
Trust Point Inc
Wisconsin
$1.33B +$157M +13% 2.08% 82.6% 549 22.22% 1.7
Tortoise Investment Management
1523
Tortoise Investment Management
New York
$1.33B -$8.33M -0.6% 1.41% 43.8% 268 7.84% 7
Richard C. Young & Co
1524
Richard C. Young & Co
Rhode Island
$1.33B -$24.2M -2% 2.37% 152% 102 5.88% 4.8
CA
1525
Cullinan Associates
Kentucky
$1.33B +$9.6M +0.7% 3.65% 120% 215 7.44% 7.3