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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)
CFM Wealth Partners
2176
CFM Wealth Partners
Texas
$803M +$19.5M +2% 6.05% 175% 153 6.54% 4.6
Atmos Capital Gestao de Recursos
2177
Atmos Capital Gestao de Recursos
Brazil
$802M -$30.2M -4% 4.59% 104% 17 5.88% 1.7
Hudson Valley Investment Advisors
2178
Hudson Valley Investment Advisors
New York
$802M -$21.3M -3% 2.57% 102% 146 8.22% 7.5
Baron Silver Stevens Financial Advisors
2179
Baron Silver Stevens Financial Advisors
Florida
$802M +$11M +1% 0.03% 58.1% 161 16.77% 2.8
Rollins Financial Advisors
2180
Rollins Financial Advisors
New York
$801M +$42.4M +6% 4.23% 122% 187 15.51% 1.8
Klaas Financial Asset Advisors
2181
Klaas Financial Asset Advisors
Illinois
$801M -$1.56M -0.2% 1.19% 39.5% 62 8.06% 3.2
Lee Financial
2182
Lee Financial
Texas
$801M +$17.8M +2% 0.61% 75% 166 9.64% 5.2
Sentinel Pension Advisors
2183
Sentinel Pension Advisors
Massachusetts
$801M +$38.6M +5% 0.47% 52.1% 161 11.18% 2.9
Texas Treasury Safekeeping Trust Company
2184
Texas Treasury Safekeeping Trust Company
Texas
$799M +$107M +15% 1.33% 48.4% 8 25% 1.5
Eagle Rock Investment Company
2185
Eagle Rock Investment Company
Georgia
$799M -$9.25M -1% 0.73% 121% 165 10.91% 3.2
CIA
2186
Covington Investment Advisors
Pennsylvania
$799M +$25.1M +3% 3.2% 114% 75 2.67% 6.7
Mechanics Bank - Trust Department
2187
Mechanics Bank - Trust Department
California
$798M -$10.1M -1% 2.06% 76.8% 217 8.29% 6.9
University of Texas/Texas AM Investment Management Co (UTIMCO)
2188
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$798M -$65M -8% 1.54% 94.2% 453 20.31% 0.9
Acorn Financial Advisory Services
2189
Acorn Financial Advisory Services
Virginia
$798M +$44.6M +6% 3.18% 108% 249 14.86% 3.4
Arlington Financial Advisors
2190
Arlington Financial Advisors
California
$796M +$8.8M +1% 0.46% 67.6% 123 21.95% 3.3
AdvisorShares Investments
2191
AdvisorShares Investments
Maryland
$796M -$32.2M -4% 1.37% 108% 286 24.13% 1.6
Fivespan Partners
2192
Fivespan Partners
California
$796M +$371M +88% 4.4% – 11 45.45% 0.3
SBCM
2193
Schwerin Boyle Capital Management
Massachusetts
$796M -$20.4M -3% 4.16% 79.6% 54 24.07% 7
Horizon Wealth Management
2194
Horizon Wealth Management
Illinois
$794M +$9.08M +1% 1.71% 109% 173 23.7% 2.1
Enclave Advisors
2195
Enclave Advisors
Texas
$793M +$3.08M +0.4% 1.18% – 152 21.05% 1.4
Perryman Financial Advisory
2196
Perryman Financial Advisory
Texas
$791M +$40M +5% 5.57% – 193 2.59% 0.7
Regatta Capital Group
2197
Regatta Capital Group
California
$791M +$47M +6% 2.19% 78.1% 247 15.38% 2.8
Clearstead Trust
2198
Clearstead Trust
Maine
$790M +$25.4M +3% 2.48% 124% 1,064 12.69% 2.3
Hudock Inc
2199
Hudock Inc
Pennsylvania
$790M +$8.42M +1% 0.5% 69.7% 233 10.3% 5.9
NetEase Inc
2200
NetEase Inc
China
$790M +$24.1M +3% 3.34% 289% 2 0% 2.8