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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)
Blueprint Financial Advisors
1951
Blueprint Financial Advisors
North Carolina
$936M +$36.1M +4% 2.12% – 163 26.38% 0.7
CC
1952
Copos Capital
$936M +$196M +26% 2.91% – 65 43.08% 0.4
Devon Energy
1953
Devon Energy
Texas
$936M -$657M -41% 36.4% – 2 0% 0.4
Capital Investment Counsel Inc
1954
Capital Investment Counsel Inc
North Carolina
$935M +$6.06M +0.7% 5.09% 174% 279 9.68% 5.2
Arista Wealth Management
1955
Arista Wealth Management
Nevada
$935M +$7.98M +0.9% 0.71% 67% 299 22.41% 1.2
Griffin Asset Management
1956
Griffin Asset Management
New York
$934M -$14.5M -2% 2.09% 88.9% 264 16.29% 5.3
Gladstone Capital Management
1957
Gladstone Capital Management
United Kingdom
$934M -$77.3M -8% 3.76% 327% 42 14.29% 1.4
GA
1958
GFS Advisors
Texas
$933M -$15.1M -2% 2.25% 109% 326 57.06% 2.4
Community Bank
1959
Community Bank
New York
$933M +$6.92M +0.7% 2.63% 86.3% 578 9.69% 5.3
Burton Enright Welch
1960
Burton Enright Welch
California
$932M +$80.9M +10% 0.11% 66.6% 174 22.99% 2.2
KTF Investments
1961
KTF Investments
California
$932M -$57.1M -6% 4.12% – 96 10.42% 0.7
Steigerwald Gordon & Koch
1962
Steigerwald Gordon & Koch
Virginia
$932M -$77.2M -8% 3.88% 73.1% 808 15.72% 1.9
Greatmark Investment Partners
1963
Greatmark Investment Partners
Georgia
$931M +$24.8M +3% 5.01% 72.5% 161 6.83% 6.3
River Wealth Advisors
1964
River Wealth Advisors
Pennsylvania
$931M -$25M -3% 2.23% 90.5% 222 9.91% 6.7
Sky Investment Group
1965
Sky Investment Group
Connecticut
$931M +$294M +46% 4.19% 81.4% 274 54.01% 3.5
Rakuten Group
1966
Rakuten Group
Japan
$930M -$452M -33% 32.9% – 6 16.67% 0.5
XY Planning Network
1967
XY Planning Network
Montana
$929M +$132M +17% 0.13% – 396 18.18% 0.8
Perseverance Asset Management International
1968
Perseverance Asset Management International
Cayman Islands
$929M -$49.7M -5% 4.05% 101% 25 40% 1.4
VCM
1969
Violich Capital Management
California
$927M +$7.39M +0.8% 4.52% 111% 125 12% 7.1
Compass Financial Management
1970
Compass Financial Management
Florida
$926M +$97.3M +12% 3.84% – 1,819 20.18% 0.2
Catalyst Funds Management
1971
Catalyst Funds Management
Australia
$926M -$858M -48% 4.65% – 859 54.02% 0.4
Harvey Investment Company
1972
Harvey Investment Company
Kentucky
$926M +$7.88M +0.9% 1.62% 56.4% 103 6.8% 9.1
CFGSD
1973
Compass Financial Group (South Dakota)
South Dakota
$922M +$50.6M +6% 0.55% 72% 127 11.81% 2.6
KFG Wealth Management
1974
KFG Wealth Management
Indiana
$922M +$36.1M +4% 0.81% 55.9% 232 9.48% 2.1
CVFG LLC
1975
CVFG LLC
Indiana
$922M -$30.6M -3% 0.01% – 270 14.81% 0.9