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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)
OTL
1751
Oak Thistle LLC
New York
$1.09B +$51M +5% 5.49% 58.3% 689 64.3% 0.3
Victory Financial Group
1752
Victory Financial Group
Texas
$1.09B +$132M +14% 0.96% – 476 23.95% 1
Synergy Asset Management
1753
Synergy Asset Management
Washington
$1.09B +$24.4M +2% 4.94% 113% 350 41.14% 1.1
Southern Farm Bureau Life Insurance
1754
Southern Farm Bureau Life Insurance
Mississippi
$1.08B +$38.9M +4% 0.87% 52.3% 18 27.78% 3.5
TCM
1755
Tao Capital Management
California
$1.08B -$856M -44% 8.49% 286% 7 28.57% 4.4
NTV Asset Management
1756
NTV Asset Management
West Virginia
$1.08B +$60.8M +6% 3.26% 110% 345 12.17% 6.2
Global Endowment Management
1757
Global Endowment Management
North Carolina
$1.08B +$94.6M +10% 0.85% 53.3% 76 11.84% 3.6
Schneider Downs Wealth Management Advisors
1758
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.08B +$12.7M +1% 0.06% 61.5% 188 9.57% 3.9
Rational Advisors
1759
Rational Advisors
New York
$1.08B -$13.4M -1% 1.68% 39.2% 212 21.7% 1.9
LWANC
1760
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08B +$42.1M +4% 2.46% 71.1% 737 72.86% 1.5
Center for Financial Planning
1761
Center for Financial Planning
Michigan
$1.08B +$5.79M +0.5% 0.44% 64.4% 873 28.06% 3.3
Twin Focus Capital Partners
1762
Twin Focus Capital Partners
Massachusetts
$1.08B +$92.5M +9% 7.99% 112% 179 13.97% 4.8
NWF Advisory Services
1763
NWF Advisory Services
California
$1.07B +$10.5M +1% 0.89% 120% 483 14.7% 1.8
Jag Capital Management
1764
Jag Capital Management
Missouri
$1.07B +$5.06M +0.5% 9.06% 269% 167 17.37% 3.7
Discerene Group
1765
Discerene Group
Connecticut
$1.07B +$184M +21% 6.2% 37.1% 14 14.29% 3.9
Planning Center Inc
1766
Planning Center Inc
Illinois
$1.07B +$13M +1% 0.84% 42.4% 90 12.22% 2.9
Portland Global Advisors
1767
Portland Global Advisors
Maine
$1.07B +$20.2M +2% 0.1% 48.8% 159 8.81% 6.6
Coastline Trust
1768
Coastline Trust
Rhode Island
$1.07B -$55.7M -5% 4.83% 106% 410 16.34% 5.9
Leuthold Group
1769
Leuthold Group
Minnesota
$1.07B +$76.8M +8% 4.52% 138% 271 23.62% 1.8
Baldwin Investment Management
1770
Baldwin Investment Management
Pennsylvania
$1.07B +$36.3M +4% 0.98% 76.7% 254 13.39% 5.3
Intrua Financial
1771
Intrua Financial
Texas
$1.07B -$21.6M -2% 0.89% 77.4% 510 9.8% 2.9
Graves Light Lenhart Wealth
1772
Graves Light Lenhart Wealth
Virginia
$1.07B -$3.37M -0.3% 0.97% 47.7% 208 8.17% 5.3
Oak Harvest Investment Services
1773
Oak Harvest Investment Services
Texas
$1.07B -$3.66M -0.3% 2.15% 120% 190 24.74% 2.4
Catalyst Financial Partners
1774
Catalyst Financial Partners
Massachusetts
$1.07B +$59.2M +6% 2.11% 110% 455 14.95% 2
Ranger Investment Management
1775
Ranger Investment Management
Texas
$1.07B -$515M -33% 5.45% 105% 96 25% 2.5