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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, 4,403 funds (~49%) 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)
Milestones Administradora de Recursos
1526
Milestones Administradora de Recursos
Brazil
$557M +$39.2M +8% 3.52% 116% 22 22.73% 2.9
Noble Family Wealth
1527
Noble Family Wealth
Florida
$556M -$2.77M -0.5% 1.5% 60% 75 1.33% 2.9
Abel Hall LLC
1528
Abel Hall LLC
Louisiana
$556M -$23.1M -4% 1.98% 133% 1,068 27.25% 0.8
J. Derek Lewis & Associates
1529
J. Derek Lewis & Associates
California
$555M +$25.5M +5% 0.23% – 248 18.55% 0.6
ACM
1530
Aljian Capital Management
Nevada
$554M +$14.2M +3% 5.27% 162% 138 8.7% 2.8
WESPAC Advisors SoCal
1531
WESPAC Advisors SoCal
California
$553M -$7.14M -1% 1.28% 135% 127 10.24% 2.8
NAMP
1532
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$553M +$22.1M +4% 5.23% 90.2% 266 7.89% 4.3
Kozak & Associates
1533
Kozak & Associates
Colorado
$553M -$23.4M -4% 3.08% 111% 449 16.48% 3.4
Contravisory Investment Management
1534
Contravisory Investment Management
Massachusetts
$552M -$14.5M -3% 0.69% 135% 497 30.78% 1.5
Wiser Wealth Management
1535
Wiser Wealth Management
Georgia
$550M +$27.6M +5% 1.23% 53% 82 19.51% 2.3
MWM
1536
Mascoma Wealth Management
New Hampshire
$550M +$10.8M +2% 0.71% 43.7% 676 27.37% 3.4
Lantz Financial
1537
Lantz Financial
Illinois
$549M +$3.19M +0.6% 1.47% 74.3% 272 9.19% 3.7
YLHM
1538
Yelin Lapidot Holdings Management
Israel
$549M +$21.6M +4% 5.78% 144% 94 12.77% 2.3
Leverty Financial Group
1539
Leverty Financial Group
Wisconsin
$549M +$34.4M +7% 0.35% 57.3% 51 9.8% 2.5
Harbour Capital Advisors
1540
Harbour Capital Advisors
Virginia
$548M -$676K -0.1% 0.19% 168% 335 23.58% 3.2
Alliance Wealth Advisors (Utah)
1541
Alliance Wealth Advisors (Utah)
Utah
$548M +$18.1M +3% 1.71% 70.7% 248 14.92% 2.1
Adamsbrown Wealth Consultants
1542
Adamsbrown Wealth Consultants
Kansas
$548M +$17.9M +3% 0.12% 60.6% 187 12.83% 2.1
Bricktown Capital
1543
Bricktown Capital
Michigan
$548M -$5.88M -1% 0.23% 46.2% 30 6.67% 2.3
Chemung Canal Trust
1544
Chemung Canal Trust
New York
$547M +$5.51M +1% 2.94% 93.4% 116 6.9% 8.6
Acumen Wealth Advisors
1545
Acumen Wealth Advisors
Tennessee
$546M +$74.4M +16% 1.49% – 738 39.02% 0.4
MBM Wealth Consultants
1546
MBM Wealth Consultants
Missouri
$546M +$27.1M +5% 0.7% 57.1% 125 6.4% 4.2
Global Wealth Strategies & Associates
1547
Global Wealth Strategies & Associates
Colorado
$546M +$18M +3% 0% 68.7% 115 16.52% 2.3
Louisbourg Investments
1548
Louisbourg Investments
New Brunswick, Canada
$545M +$3.22M +0.6% 6.52% 93.1% 221 10.41% 2
Scissortail Wealth Management
1549
Scissortail Wealth Management
Oklahoma
$545M +$25.6M +5% 3.38% 71.9% 119 13.45% 1.9
Moller Wealth Partners
1550
Moller Wealth Partners
$545M -$7.66M -1% 1.51% 44.1% 77 14.29% 6.6