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)
TWP
2301
Tyche Wealth Partners
Texas
$734M +$21.9M +3% 1.89% 84.2% 369 11.38% 1.9
IDG China Capital Fund III Associates
2302
IDG China Capital Fund III Associates
China
$733M +$169M +30% 30.9% – 2 0% 1.5
Estabrook Capital Management
2303
Estabrook Capital Management
New York
$733M -$5.39M -0.7% 3.92% 99.1% 352 5.11% 8.1
Generali Powszechne Towarzystwo Emerytalne
2304
Generali Powszechne Towarzystwo Emerytalne
Poland
$733M +$102M +16% 15.4% 175% 26 7.69% 2.4
CT
2305
Chicago Trust
Illinois
$733M +$42.5M +6% 3.48% 96.7% 401 11.47% 4.6
Columbus Hill Capital Management
2306
Columbus Hill Capital Management
New Jersey
$732M -$295M -29% 4.2% 133% 32 34.38% 2.8
Round Rock Advisors
2307
Round Rock Advisors
Connecticut
$732M -$44.4M -6% 0.19% 94.6% 337 14.84% 2.4
Heritage Investment Group
2308
Heritage Investment Group
Florida
$732M -$12.8M -2% 0.68% 54.5% 139 9.35% 3.1
Well Done LLC
2309
Well Done LLC
Michigan
$732M -$11.8M -2% 0.26% 80.4% 223 13.9% 4.4
K.J. Harrison & Partners
2310
K.J. Harrison & Partners
Ontario, Canada
$731M +$25.3M +4% 4.02% 159% 270 36.67% 2.8
IFG Advisors
2311
IFG Advisors
Missouri
$730M +$4.27M +0.6% 0.19% 78.7% 169 7.1% 4.1
Cercano Management
2312
Cercano Management
Washington
$729M -$21M -3% 1.2% 104% 145 19.31% 1.7
Global Wealth Management Investment Advisory
2313
Global Wealth Management Investment Advisory
Florida
$728M +$25.3M +4% 1.87% 75.1% 165 9.09% 4.5
Hudson Edge Investment Partners
2314
Hudson Edge Investment Partners
New Jersey
$728M -$4.23M -0.6% 3.23% 67.9% 133 10.53% 3.5
Stenger Family Office
2315
Stenger Family Office
Illinois
$728M +$98.3M +16% 4.73% – 156 31.41% 1.1
Turim 21 Investimentos
2316
Turim 21 Investimentos
Brazil
$726M +$113M +18% 3.57% 73.9% 149 63.09% 1.6
Radnor Capital Management
2317
Radnor Capital Management
Pennsylvania
$726M +$13.8M +2% 2.61% 96.9% 332 9.64% 3
Maia Wealth
2318
Maia Wealth
Colorado
$726M +$46.9M +7% 1.68% – 382 14.92% 1.7
Elwood & Goetz Wealth Advisory Group
2319
Elwood & Goetz Wealth Advisory Group
Georgia
$725M +$49.3M +7% 0.82% 63.7% 172 15.12% 2.6
Clayton Dubilier & Rice
2320
Clayton Dubilier & Rice
New York
$725M -$170M -19% 30.4% 101% 4 50% 1.6
SH
2321
Spear Holdings
United Arab Emirates
$725M -$953M -57% 6.67% – 23 43.48% 0.7
Hamilton Point Investment Advisors
2322
Hamilton Point Investment Advisors
North Carolina
$723M +$13.3M +2% 2.55% 86.8% 205 11.71% 4.2
Founders Financial Alliance
2323
Founders Financial Alliance
North Carolina
$723M -$31.1M -4% 1.82% 95.7% 804 20.77% 3.3
SFG
2324
SageGuard Financial Group
Tennessee
$722M +$10.8M +2% 1.51% – 238 18.49% 0.7
SC&H Financial Advisors
2325
SC&H Financial Advisors
Maryland
$722M -$31.7M -4% 0.26% 66.2% 164 6.1% 3.5