We are live on ! Find out more

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)
Moisand Fitzgerald Tamayo
1876
Moisand Fitzgerald Tamayo
Florida
$995M -$28.6M -3% 1.4% 51.1% 699 25.75% 3.9
Patton Albertson Miller Group
1877
Patton Albertson Miller Group
Tennessee
$994M -$10.5M -1% 0.99% 117% 224 7.14% 6
Minneapolis Portfolio Management Group
1878
Minneapolis Portfolio Management Group
Minnesota
$994M -$61.4M -6% 4.93% 138% 36 11.11% 5
SJS Investment Consulting
1879
SJS Investment Consulting
Ohio
$993M +$74.5M +8% 0.37% 69.4% 3,366 18.3% 1.9
ACM
1880
AIGH Capital Management
Maryland
$992M -$595M -37% 9.01% 3,026% 53 32.08% 0.9
Oarsman Capital
1881
Oarsman Capital
Wisconsin
$990M +$45.2M +5% 0.14% 74.9% 273 14.65% 4.4
Periscope Capital
1882
Periscope Capital
Ontario, Canada
$990M -$150M -13% 0.17% 26.5% 587 30.32% 0.7
Elyxium Wealth
1883
Elyxium Wealth
California
$989M +$37M +4% 2.91% – 1,479 79.78% 0.2
HORAN Wealth
1884
HORAN Wealth
Ohio
$988M +$188M +23% 2.02% – 362 43.37% 0.6
Jamison Private Wealth Management
1885
Jamison Private Wealth Management
Georgia
$988M -$2.84M -0.3% 0.8% 130% 234 5.98% 2.3
Capital Advisors Ltd
1886
Capital Advisors Ltd
Ohio
$987M -$3.76M -0.4% 0.67% 61.1% 1,687 12.8% 4.2
Redhawk Wealth Advisors
1887
Redhawk Wealth Advisors
Minnesota
$987M -$28.4M -3% 1% 116% 452 19.47% 2
Foguth Wealth Management
1888
Foguth Wealth Management
Michigan
$986M +$107M +12% 0.3% – 239 15.9% 1.4
Romano Brothers & Co
1889
Romano Brothers & Co
Illinois
$985M -$9.5M -1% 1.37% 110% 345 8.12% 3.2
AAA
1890
Adams Asset Advisors
Texas
$984M +$103M +12% 9.2% 66.8% 94 6.38% 5.4
Southeast Asset Advisors
1891
Southeast Asset Advisors
Georgia
$983M -$1.42M -0.1% 0.63% 90.4% 248 13.31% 4
Hanson & Doremus Investment Management
1892
Hanson & Doremus Investment Management
Vermont
$982M -$949K -0.1% 0.2% 86.3% 513 9.55% 6.7
Eclipse Ventures
1893
Eclipse Ventures
California
$981M -$1.59B -62% 19.2% – 3 33.33% 1.7
L. Roy Papp & Associates
1894
L. Roy Papp & Associates
Arizona
$981M +$29.6M +3% 5.58% 80.1% 200 7% 7.4
Aviance Capital Partners
1895
Aviance Capital Partners
Florida
$979M +$15.8M +2% 3.23% 109% 402 7.21% 5
Premier Fund Managers
1896
Premier Fund Managers
United Kingdom
$978M -$126M -11% 1.37% 62.7% 203 31.53% 2.2
First Pacific Financial
1897
First Pacific Financial
Washington
$978M +$138M +16% 0.85% 53.6% 559 12.52% 2.2
Destiny Wealth Partners
1898
Destiny Wealth Partners
Florida
$978M +$269M +38% 1.17% 70.4% 282 42.91% 1.9
LVZ Inc
1899
LVZ Inc
Michigan
$975M -$9.31M -0.9% 0.41% 52.9% 183 12.02% 3.4
Ramirez Asset Management
1900
Ramirez Asset Management
New York
$974M +$14.2M +1% 2.81% 91.7% 436 22.48% 1.7