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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)
Cypress Wealth Services
2101
Cypress Wealth Services
California
$848M +$32.6M +4% 2.23% 82.7% 456 9.21% 2.6
Arkos Global Advisors
2102
Arkos Global Advisors
Texas
$848M +$3.05M +0.4% 0.49% 47.8% 136 12.5% 3.6
Legacy Financial Advisors
2103
Legacy Financial Advisors
Kentucky
$847M +$26.8M +3% 2.63% 97.8% 461 13.45% 2.9
Werba Rubin Papier Wealth Management
2104
Werba Rubin Papier Wealth Management
California
$847M +$23.3M +3% 1.66% 73.5% 337 12.17% 1.6
Pinnbrook Capital Management
2105
Pinnbrook Capital Management
New York
$846M -$92M -10% 9.19% 924% 162 72.84% 0.2
Parr McKnight Wealth Management Group
2106
Parr McKnight Wealth Management Group
Minnesota
$845M +$806K +0.1% 3.09% – 225 4% 1.4
Nine Masts Capital
2107
Nine Masts Capital
Hong Kong
$844M -$150M -15% 0.5% 88.1% 266 56.77% 0.3
Wolf Hill Capital Management
2108
Wolf Hill Capital Management
Connecticut
$844M -$352M -29% 8.99% 343% 38 55.26% 0.9
Breakwater Capital Group
2109
Breakwater Capital Group
New Jersey
$844M +$10.8M +1% 0.29% 67.4% 408 11.52% 2.3
KC
2110
KCM Capital
Kansas
$844M +$226M +37% 1.54% – 47 38.3% 0.5
Noesis Capital Mangement
2111
Noesis Capital Mangement
Florida
$843M +$11.8M +1% 0.85% 139% 140 17.86% 4.9
AA Financial Advisors
2112
AA Financial Advisors
Ohio
$840M +$8.68M +1% 0.76% 68.8% 261 15.71% 1.5
Blue Bell Private Wealth Management
2113
Blue Bell Private Wealth Management
Pennsylvania
$840M +$37.9M +5% 0.48% 68.2% 790 12.78% 3.6
BPIM
2114
Brant Point Investment Management
New York
$840M +$26.7M +3% 3.74% 165% 141 36.88% 3.4
Biondo Investment Advisors
2115
Biondo Investment Advisors
Pennsylvania
$840M +$23.1M +3% 5.12% 101% 92 9.78% 5.7
S-Bank Fund Management
2116
S-Bank Fund Management
Finland
$840M +$103M +14% 6.53% – 249 0.8% 0.8
SilverOak Wealth Management
2117
SilverOak Wealth Management
Minnesota
$840M +$63.2M +8% 0.88% 77.8% 135 9.63% 2
Quest Investment Management
2118
Quest Investment Management
Oregon
$839M -$17.3M -2% 1.93% 115% 122 13.11% 4.1
Glassman Wealth Services
2119
Glassman Wealth Services
Virginia
$837M +$2.32M +0.3% 0.34% 70% 251 13.15% 4.3
Professional Advisory Services
2120
Professional Advisory Services
Florida
$837M +$1.18M +0.1% 1.6% 69.3% 96 9.38% 5.7
Everest Financial Group
2121
Everest Financial Group
Minnesota
$836M +$98M +13% 6.02% – 229 16.59% 0.5
FRM
2122
Fox Run Management
Connecticut
$836M +$233M +39% 0.91% 71.7% 1,403 70.85% 0.2
Arvest Investments
2123
Arvest Investments
Arkansas
$835M +$8.21M +1% 1.08% 50% 233 14.16% 1.8
Pasadena Private Wealth
2124
Pasadena Private Wealth
California
$834M +$48.2M +6% 2.27% 60.8% 347 29.97% 2
ARQ Wealth Advisors
2125
ARQ Wealth Advisors
Arizona
$834M +$27.7M +3% 0.07% 59.3% 215 4.65% 1.8