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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 1,882 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)
MKD Wealth Coaches
1726
MKD Wealth Coaches
Michigan
$121M +$3.87M +3% 0.17% – 36 19.44% 3.5
3 Factor Indexing
1727
3 Factor Indexing
California
$121M +$2.7M +2% 0.08% – 453 10.6% 0.5
Portfolio Resources Advisor Group
1728
Portfolio Resources Advisor Group
Florida
$121M +$2.59M +2% 0.26% – 201 28.86% 0.4
Drum Hill Capital
1729
Drum Hill Capital
Connecticut
$121M +$22.8M +23% 9.07% – 49 12.24% 1.4
Twin Cities Retirement Group
1730
Twin Cities Retirement Group
Minnesota
$121M +$3.7M +3% 1.77% – 27 18.52% 0.6
BankChampaign National Association
1731
BankChampaign National Association
Illinois
$120M -$10.5M -8% 0.38% – 227 22.91% 0.5
HighRoad Wealth Advisors
1732
HighRoad Wealth Advisors
Oregon
$120M +$1.06M +0.9% 0.17% – 46 32.61% 0.6
Cooke Wealth Management
1733
Cooke Wealth Management
California
$120M -$2.5M -2% 1.43% – 40 7.5% 0.7
Morangie Management
1734
Morangie Management
Florida
$119M -$1.02M -0.8% 4.11% – 37 10.81% 1.4
River's Edge Wealth Management
1735
River's Edge Wealth Management
Pennsylvania
$119M +$5.61M +5% 1.83% – 50 14% 0.7
Clio Asset Management
1736
Clio Asset Management
Virginia
$119M -$6.75M -5% 4.87% 60.6% 16 12.5% 1.8
CDM Financial Counseling Services
1737
CDM Financial Counseling Services
Connecticut
$119M +$2.89M +2% 1.98% – 77 0% 0.7
Wisconsin Wealth Advisors
1738
Wisconsin Wealth Advisors
Wisconsin
$119M +$2.23M +2% 3.02% – 92 10.87% 1.4
Western Pacific Wealth Management
1739
Western Pacific Wealth Management
Illinois
$119M +$8.13M +7% 5.85% 91.4% 186 5.91% 3
Worthington Financial Partners
1740
Worthington Financial Partners
Ohio
$118M -$2.56M -2% 0.7% – 100 3% 0.7
Midway Capital Research & Management
1741
Midway Capital Research & Management
Illinois
$118M -$7.72M -6% 2.88% – 116 58.62% 0.7
Fortress Financial Solutions
1742
Fortress Financial Solutions
Arizona
$118M – – 1% – 66 – 1.2
TrustWell Financial Advisors
1743
TrustWell Financial Advisors
Florida
$118M -$135K -0.1% 0.31% – 79 7.59% 0.6
Turner Capital Investments
1744
Turner Capital Investments
Texas
$118M – – 0.63% – 6 – 0
IFC & Insurance Marketing
1745
IFC & Insurance Marketing
California
$117M +$3.39M +3% 0.56% – 90 16.67% 0.6
Red Tree Management
1746
Red Tree Management
California
$117M -$30.6M -21% 7% – 3 0% 1.8
E&R Wealth Management
1747
E&R Wealth Management
South Carolina
$117M -$1.28M -1% 1.95% – 12 0% 0.8
One River Asset Management
1748
One River Asset Management
Connecticut
$117M -$193M -62% 2.18% 27% 269 40.52% 0.8
FCM
1749
Fell Capital Management
California
$116M -$2.39M -2% 0.74% – 99 8.08% 0.7
Catherine Avery Investment Management
1750
Catherine Avery Investment Management
Florida
$116M -$113M -49% 4.72% – 174 5.75% 1.1
68 69
70
71 72