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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)
Meiji Yasuda America
2251
Meiji Yasuda America
New York
$764M +$166M +28% 5.11% – 60 10% 0.7
AXQ Capital
2252
AXQ Capital
New Jersey
$764M -$156M -17% 7.11% 30.5% 1,528 71.53% 0.2
Wilkins Investment Counsel
2253
Wilkins Investment Counsel
Massachusetts
$764M +$21.8M +3% 6.61% 71.3% 122 3.28% 6.6
United Capital Management of KS
2254
United Capital Management of KS
Kansas
$763M -$305K -0% 5.63% 295% 103 11.65% 3.5
Inspire Trust Company
2255
Inspire Trust Company
Nevada
$763M +$35.7M +5% 0.57% 64.4% 117 8.55% 2
Wexford Capital
2256
Wexford Capital
Florida
$763M -$19.1M -2% 13.3% 155% 285 50.53% 0.9
Skylands Capital
2257
Skylands Capital
Wisconsin
$762M -$51.9M -6% 4.41% 61% 180 16.67% 5.3
Johnson & Johnson
2258
Johnson & Johnson
New Jersey
$762M -$37M -5% 2.07% 339% 15 0% 3.9
South Street Advisors
2259
South Street Advisors
New York
$761M -$7.63M -1% 1.88% 177% 88 7.95% 3.7
Insight Wealth Partners
2260
Insight Wealth Partners
Texas
$759M +$14.3M +2% 1.89% 56.2% 148 13.51% 2.5
Canvas Wealth Advisors
2261
Canvas Wealth Advisors
Kansas
$759M +$41.9M +6% 3.91% 133% 284 18.66% 2.1
Triasima Portfolio Management
2262
Triasima Portfolio Management
Quebec, Canada
$758M +$17.5M +2% 2.25% 224% 161 36.02% 1.2
Torray Investment Partners
2263
Torray Investment Partners
Maryland
$758M +$16.5M +2% 7.04% 97.2% 97 11.34% 4.2
Sawgrass Asset Management
2264
Sawgrass Asset Management
Florida
$756M -$1.55M -0.2% 4.96% 108% 201 13.93% 2.9
Sanders Morris Harris
2265
Sanders Morris Harris
Texas
$755M +$583M +338% 1.34% 85.8% 329 78.42% 0.1
WAM
2266
Warberg Asset Management
Illinois
$755M +$204M +37% 0.34% 61.5% 230 36.52% 0.7
GR Financial Group
2267
GR Financial Group
Arizona
$755M +$18.6M +3% 1.08% 75.4% 50 36% 1.1
Quadrant Private Wealth Management
2268
Quadrant Private Wealth Management
Pennsylvania
$753M +$307M +69% 3.13% 100% 341 52.2% 1.7
Camden National Bank
2269
Camden National Bank
Maine
$753M -$14.2M -2% 1.41% 58.2% 190 12.11% 4.5
Secure Asset Management
2270
Secure Asset Management
Michigan
$753M +$39.4M +6% 1.59% 97.2% 363 15.15% 2.2
ECM
2271
EagleClaw Capital Management
Massachusetts
$753M +$7.15M +1% 2.86% 109% 157 12.74% 7.1
Biltmore Family Office
2272
Biltmore Family Office
North Carolina
$752M -$9.39M -1% 4.37% 99% 351 7.69% 4.1
Arkansas Financial Group
2273
Arkansas Financial Group
Arkansas
$751M -$16.3M -2% 1.84% 41.4% 97 2.06% 4.9
SFS
2274
Security Financial Services
Indiana
$750M +$29.4M +4% 0.27% 67.7% 211 9% 2.7
McLean Asset Management
2275
McLean Asset Management
Virginia
$750M -$6.52M -0.9% 0.07% 69.4% 186 7.53% 3.6