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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)
Proffitt & Goodson
2326
Proffitt & Goodson
Tennessee
$722M -$6.1M -0.8% 0.05% 54% 315 8.57% 4.9
AW
2327
Atlas Wealth
Ohio
$722M +$20.1M +3% 0.46% 43.3% 187 10.7% 1.6
Ally Financial
2328
Ally Financial
Michigan
$720M -$55.5M -7% 2.78% 20.4% 142 26.06% 2.2
Brickley Wealth Management
2329
Brickley Wealth Management
California
$719M +$23M +3% 3.37% 75.9% 76 13.16% 3.6
Mountain Capital Investment Advisors
2330
Mountain Capital Investment Advisors
Colorado
$719M +$16.7M +2% 0.79% 70.1% 107 23.36% 1.9
Graham Holdings Co Master Retirement Trust
2331
Graham Holdings Co Master Retirement Trust
Virginia
$719M -$15.5M -2% 1.92% 38.7% 2 0% 4
Holistic Planning
2332
Holistic Planning
Texas
$718M +$74.5M +12% 1.29% 61.9% 367 11.72% 1.4
Gilman Hill Asset Management
2333
Gilman Hill Asset Management
Connecticut
$718M -$13.5M -2% 0.17% 54.2% 245 13.06% 5.1
CCM
2334
Cohen Capital Management
California
$717M -$18.2M -2% 0.87% 91.5% 160 8.75% 7
Beacon Capital Management LLC (Tennessee)
2335
Beacon Capital Management LLC (Tennessee)
Tennessee
$716M +$33.8M +5% 2.25% 83% 187 16.04% 2.9
Machina Capital
2336
Machina Capital
France
$716M +$84.6M +13% 0.86% 42.5% 534 55.06% 0.5
Huntleigh Advisors
2337
Huntleigh Advisors
Missouri
$715M +$903K +0.1% 3.15% – 321 13.08% 1.2
Lunate Capital
2338
Lunate Capital
United Arab Emirates
$714M +$518M +264% 2.35% – 14 35.71% 0.5
Trust Company of the South
2339
Trust Company of the South
North Carolina
$714M +$4.09M +0.6% 0.13% 70.2% 147 5.44% 2.2
Convergence Financial
2340
Convergence Financial
Missouri
$714M -$544M -43% 1.35% 70.6% 335 40.6% 1.4
Dean Investment Associates
2341
Dean Investment Associates
Ohio
$713M -$47.5M -6% 1.12% 71% 208 13.46% 5
Polymer Capital Management
2342
Polymer Capital Management
New York
$713M -$42M -6% 5.05% – 872 66.74% 0.4
Optas LLC
2343
Optas LLC
Texas
$713M -$1.09M -0.2% 3.95% 132% 541 23.11% 2.3
Laurel Oak Wealth Management
2344
Laurel Oak Wealth Management
New Jersey
$713M +$26M +4% 3.19% – 408 13.24% 0.6
LJI Wealth Management
2345
LJI Wealth Management
Indiana
$712M -$1.94M -0.3% 0.88% 68.8% 217 17.51% 2.4
Wealth Alliance Advisory Group
2346
Wealth Alliance Advisory Group
Kansas
$712M +$20.5M +3% 0.63% 72.7% 219 14.16% 4.3
Encompass More Asset Management
2347
Encompass More Asset Management
California
$712M +$24.2M +4% 2.08% 80.4% 342 36.26% 1.1
MainStreet Investment Advisors
2348
MainStreet Investment Advisors
Illinois
$711M -$22.8M -3% 1.75% 70.6% 168 6.55% 4.4
GFI Investment Counsel
2349
GFI Investment Counsel
Ontario, Canada
$711M -$26.1M -4% 0.33% 48.7% 35 20% 2.8
Black Swift Group
2350
Black Swift Group
Colorado
$711M +$19M +3% 2.01% 145% 159 16.35% 1.3