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)
Keating Financial Advisory Services
2226
Keating Financial Advisory Services
Kansas
$775M +$15.7M +2% 4.33% – 2,736 9.54% 0.7
Hendershot Investments
2227
Hendershot Investments
Virginia
$774M +$8.52M +1% 5.61% 61.9% 140 6.43% 5.8
Thames Capital Management
2228
Thames Capital Management
New Jersey
$774M -$442M -36% 4.71% 1,159% 69 63.77% 1.9
TFI
2229
Tapp Finance, Inc.
Washington
$774M +$217M +39% 1.85% – 12 83.33% 0
Alpine Bank Wealth Management
2230
Alpine Bank Wealth Management
Colorado
$773M -$6.16M -0.8% 0.41% – 450 14.67% 0.8
Bearing Point Capital
2231
Bearing Point Capital
Minnesota
$773M +$33.1M +4% 6.05% – 218 12.39% 1.2
Strategic Point Investment Advisors
2232
Strategic Point Investment Advisors
Rhode Island
$772M +$4.66M +0.6% 0.51% 58.2% 38 7.89% 5.3
Pacific Sage Partners
2233
Pacific Sage Partners
Washington
$772M +$67.5M +10% 4.28% 58.9% 148 10.14% 2.3
Ironwood Investment Counsel
2234
Ironwood Investment Counsel
Arizona
$771M +$9.28M +1% 3.28% 78.2% 276 7.61% 5.7
Seilern Investment Management
2235
Seilern Investment Management
United Kingdom
$771M -$22.5M -3% 9.22% – 24 0% 1.6
Cigna Investments
2236
Cigna Investments
Connecticut
$770M -$2.36M -0.3% 3.99% 154% 494 8.7% 6.6
Heirloom Wealth Management
2237
Heirloom Wealth Management
Colorado
$769M +$79.4M +12% 2.75% 81.8% 68 16.18% 2
Fourpath Capital Management
2238
Fourpath Capital Management
Oklahoma
$769M +$9.7M +1% 2.43% 82.1% 243 13.17% 2.3
Ignite Planners
2239
Ignite Planners
California
$769M +$39.7M +5% 2.27% 83.8% 480 18.54% 2.2
Stone House Investment Management
2240
Stone House Investment Management
Pennsylvania
$768M +$15.9M +2% 0.7% 57.9% 1,358 85.64% 1.6
Virtue Capital Management
2241
Virtue Capital Management
Tennessee
$768M +$19.2M +3% 0.59% 97.9% 443 37.02% 1.9
Schnieders Capital Management
2242
Schnieders Capital Management
California
$768M +$6.11M +0.8% 4.31% 118% 260 9.62% 5.6
Horst & Graben Wealth Management
2243
Horst & Graben Wealth Management
Oregon
$767M +$6.97M +0.9% 0.03% 62.2% 217 10.6% 3.3
MA
2244
Madrone Advisors
California
$767M -$628M -45% 37.4% 29.5% 6 0% 2
Kinsale Capital Group
2245
Kinsale Capital Group
Virginia
$766M +$12M +2% 0.34% 75.2% 43 16.28% 2.5
Tulsa Wealth Advisors
2246
Tulsa Wealth Advisors
Oklahoma
$766M +$56M +8% 1.37% – 178 11.24% 0.6
TFHU
2247
TLT Family Holdco ULC
$766M +$62.1M +9% 11% – 9 0% 1.1
Marquette Asset Management
2248
Marquette Asset Management
Minnesota
$766M -$12.7M -2% 0.62% 69.6% 934 26.98% 1.4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
2249
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$765M -$43.8M -5% 1.24% 86.7% 81 18.52% 2.8
TSG Advice Partners
2250
TSG Advice Partners
Ohio
$764M – – 0.3% – 141 – 0.6