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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)
VH
2026
V3 Holding
New York
$894M -$535M -37% 35.4% – 1 0% 1.8
Meridian Wealth Advisors
2027
Meridian Wealth Advisors
Texas
$893M +$12.9M +1% 4.16% 91.2% 229 13.97% 4.3
TFC Financial Management
2028
TFC Financial Management
Massachusetts
$893M -$9.5M -1% 1.13% 66.9% 1,096 10.13% 3
LexAurum Advisors
2029
LexAurum Advisors
Kansas
$893M +$26.8M +3% 0.64% – 445 9.66% 3.4
High Probability Advisors
2030
High Probability Advisors
New York
$892M -$42.9M -5% 1.42% 52.6% 78 12.82% 3.3
MO
2031
McMillan Office
Michigan
$892M +$20.8M +2% 5.49% – 526 7.41% 0.7
Caledonia Investments plc (UK)
2032
Caledonia Investments plc (UK)
United Kingdom
$890M +$6.93M +0.8% 4.29% 61.9% 15 0% 6.7
Slow Capital
2033
Slow Capital
California
$890M +$33.2M +4% 9.42% 156% 113 4.42% 5.3
Baxter Bros Inc
2034
Baxter Bros Inc
Connecticut
$889M +$24.9M +3% 4.96% 84.1% 180 6.11% 6
Knightsbridge Asset Management
2035
Knightsbridge Asset Management
California
$888M +$126M +17% 2.12% 156% 386 30.83% 1.6
Capital Advisors Wealth Management
2036
Capital Advisors Wealth Management
Washington
$888M +$36.2M +4% 1.44% 70.5% 243 9.05% 2.7
Abacus Wealth Partners
2037
Abacus Wealth Partners
California
$886M -$65.4M -7% 1.1% 49.5% 354 19.21% 1.5
1834 Investment Advisors
2038
1834 Investment Advisors
Wisconsin
$886M +$3.13M +0.4% 1.14% 68.7% 238 13.87% 5.7
Cannon Financial Strategists
2039
Cannon Financial Strategists
Georgia
$885M +$6.18M +0.7% 1.1% 56.7% 139 6.47% 3.3
TCP Asset Management
2040
TCP Asset Management
Ohio
$885M +$2.41M +0.3% 0.15% 65% 153 13.73% 1.8
Apollon Financial
2041
Apollon Financial
South Carolina
$883M +$35.8M +4% 1.29% 103% 318 10.38% 1.7
SeaCrest Wealth Management
2042
SeaCrest Wealth Management
New York
$883M -$20.3M -2% 2.4% 153% 586 12.97% 4.9
Fractal Investments
2043
Fractal Investments
Connecticut
$883M +$15.8M +2% 0.27% 74.2% 86 16.28% 2.5
Vision Capital Management
2044
Vision Capital Management
Oregon
$882M +$5.62M +0.6% 2.53% 78.4% 161 9.32% 4.9
Kapitalo Investimentos
2045
Kapitalo Investimentos
Brazil
$881M -$696M -44% 3.56% 66.5% 81 58.02% 0.8
Mar Vista Investment Partners
2046
Mar Vista Investment Partners
California
$881M -$124M -12% 3.02% 88.1% 33 0% 6.1
FJ Capital Management
2047
FJ Capital Management
Virginia
$881M +$110M +14% 4.34% 80% 201 64.18% 0.7
Inspirion Wealth Advisors
2048
Inspirion Wealth Advisors
Illinois
$880M +$6.9M +0.8% 1.07% 52.5% 200 11.5% 4.6
Parkside Investments
2049
Parkside Investments
Illinois
$879M -$23M -3% 1.16% 70.4% 99 12.12% 4.4
Bernicke Wealth Management
2050
Bernicke Wealth Management
Wisconsin
$878M +$16.2M +2% 0.99% – 118 13.56% 3.6