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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, 1,731 funds (~19%) 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)
Ninety One
151
Ninety One
South Africa
$2B +$151M +8% 11.7% 232% 121 23.97% 2.8
Fragasso Financial Advisors
152
Fragasso Financial Advisors
Pennsylvania
$1.99B +$113M +6% 1.24% 73.7% 402 16.67% 3.6
Turtle Creek Wealth Advisors
153
Turtle Creek Wealth Advisors
Texas
$1.98B +$87.3M +5% 3.77% 112% 555 16.22% 1.1
Willis Investment Counsel
154
Willis Investment Counsel
Georgia
$1.97B -$129M -6% 5.09% 65.3% 132 8.33% 5.5
PFG Advisors
155
PFG Advisors
Arizona
$1.96B -$19.1M -1% 0.16% 82.7% 848 16.98% 2.7
McKinley Carter Wealth Services
156
McKinley Carter Wealth Services
West Virginia
$1.96B +$24.2M +1% 0.05% 63.2% 333 5.71% 5.2
Roffman Miller Associates
157
Roffman Miller Associates
Pennsylvania
$1.95B +$38M +2% 3.24% 83.5% 92 5.43% 7.8
Atwood & Palmer
158
Atwood & Palmer
Missouri
$1.95B +$72.5M +4% 2.52% 90% 522 9.77% 5.5
Moody Lynn & Lieberson
159
Moody Lynn & Lieberson
Massachusetts
$1.93B +$31.6M +2% 3.94% 142% 278 9.71% 5.5
Guyasuta Investment Advisors
160
Guyasuta Investment Advisors
Pennsylvania
$1.91B -$25.5M -1% 3.19% 99.5% 286 9.09% 6.7
Cacti Asset Management
161
Cacti Asset Management
Georgia
$1.89B -$100M -5% 1.79% 171% 79 3.8% 9.5
Mogy Joel R Investment Counsel
162
Mogy Joel R Investment Counsel
California
$1.87B +$123M +7% 9.27% 121% 129 6.98% 8.2
Trinity Street Asset Management
163
Trinity Street Asset Management
United Kingdom
$1.87B -$73.9M -4% 4% 76.9% 25 12% 2.6
1900 Wealth Management
164
1900 Wealth Management
Texas
$1.84B +$48.8M +3% 0.38% 61% 403 24.57% 2.5
Legacy Private Trust
165
Legacy Private Trust
Wisconsin
$1.83B +$22.3M +1% 1.19% 71.1% 276 5.07% 6.2
Heck Capital Advisors
166
Heck Capital Advisors
Wisconsin
$1.82B +$149M +9% 0.09% 67% 261 26.44% 3.1
Franklin Street Advisors
167
Franklin Street Advisors
North Carolina
$1.82B +$27M +2% 5.94% 130% 190 20.53% 6.7
Saratoga Research & Investment Management
168
Saratoga Research & Investment Management
California
$1.82B -$11.8M -0.6% 2.08% 65.1% 46 4.35% 7
Frank Rimerman Advisors
169
Frank Rimerman Advisors
California
$1.81B +$44.5M +3% 3.4% 149% 642 10.12% 2.2
Hamilton Capital
170
Hamilton Capital
Ohio
$1.78B -$239M -12% 1.63% – 169 14.2% 3
Portman Square Capital
171
Portman Square Capital
United Kingdom
$1.77B -$344M -16% 0.49% 25.4% 113 39.82% 0.9
Valley Wealth Managers
172
Valley Wealth Managers
New Jersey
$1.76B +$28.5M +2% 3.01% 118% 365 11.51% 4.1
Stephens Group Asset Management
173
Stephens Group Asset Management
Arkansas
$1.75B -$18.9M -1% 1.73% 51.4% 26 0% 7
Charles Schwab Trust
174
Charles Schwab Trust
Nevada
$1.73B -$58.5M -3% 0.31% 52.7% 189 11.11% 3.8
Howard Capital Management Group
175
Howard Capital Management Group
California
$1.73B +$94.6M +6% 6.04% 114% 157 12.74% 3.5