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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)
Tarbox Family Office
2351
Tarbox Family Office
California
$711M +$12.8M +2% 0.58% 66.4% 101 5.94% 8.3
Elgethun Capital Management
2352
Elgethun Capital Management
South Dakota
$711M -$7.14M -1% 1.71% 60.7% 179 3.91% 4.9
BOCHK Asset Management
2353
BOCHK Asset Management
Hong Kong
$710M +$76.4M +12% 12.9% 503% 179 46.37% 0.5
Stamos Capital Partners
2354
Stamos Capital Partners
California
$709M +$56.7M +9% 2.68% 44.5% 145 6.21% 3.6
Element Pointe Advisors
2355
Element Pointe Advisors
Florida
$709M +$87.8M +14% 1.47% 75.1% 97 13.4% 3.2
Burling Wealth Partners
2356
Burling Wealth Partners
Illinois
$708M +$25.1M +4% 3.27% – 188 7.98% 1.5
Apis Capital Advisors
2357
Apis Capital Advisors
New York
$708M -$319M -31% 2.56% 1,493% 64 40.63% 0.9
Cynosure Group
2358
Cynosure Group
Utah
$707M +$41.9M +6% 0.75% 63% 214 51.87% 1.7
Crane Advisory
2359
Crane Advisory
California
$707M +$10.6M +2% 0.36% 38.2% 56 3.57% 2.6
First Commonwealth Financial Corp
2360
First Commonwealth Financial Corp
Pennsylvania
$707M -$7.81M -1% 0.55% 80.1% 279 7.89% 4.2
Marshall Financial Group (Maryland)
2361
Marshall Financial Group (Maryland)
Maryland
$707M +$21M +3% 0.87% 70.4% 331 8.46% 2.2
Astoria Portfolio Advisors
2362
Astoria Portfolio Advisors
New York
$706M +$113M +19% 0.15% 80.2% 440 28.18% 1.6
GCQ Funds Management
2363
GCQ Funds Management
Australia
$706M -$15.3M -2% 3.88% – 18 22.22% 0.8
Abundance Wealth Counselors
2364
Abundance Wealth Counselors
Pennsylvania
$706M -$25.8M -4% 1.59% 107% 183 13.11% 2.3
Retirement Income Solutions
2365
Retirement Income Solutions
Michigan
$706M +$22M +3% 0.31% 67.6% 198 7.07% 3.9
BOAA
2366
Bank of Ann Arbor
Michigan
$705M – – 2.54% – 472 – 0
Parkwoods Wealth Partners
2367
Parkwoods Wealth Partners
New York
$705M +$82.9M +13% 0.63% – 182 9.34% 0.9
Vertex Planning Partners
2368
Vertex Planning Partners
Illinois
$705M +$31.6M +5% 0.76% 61.6% 240 43.33% 1.4
Carrera Capital Advisors
2369
Carrera Capital Advisors
Michigan
$705M +$29.9M +4% 1.81% – 233 18.45% 1.2
IIA
2370
IPG Investment Advisors
California
$704M +$8.43M +1% 2.39% 126% 315 29.52% 2.1
Sovereign Financial Group
2371
Sovereign Financial Group
Connecticut
$703M +$48.8M +7% 0.36% 98% 435 18.39% 2.9
Market Street Wealth Management Advisors
2372
Market Street Wealth Management Advisors
Indiana
$703M -$115K -0% 0.64% 44% 142 19.72% 3.3
CBT
2373
Central Bank & Trust
Kentucky
$701M -$3.83M -0.5% 2.03% 118% 187 4.28% 8.1
Affiance Financial
2374
Affiance Financial
Minnesota
$701M +$5.66M +0.8% 0.03% 57.8% 117 10.26% 5.8
DSG Capital Advisors
2375
DSG Capital Advisors
Minnesota
$700M -$4.14M -0.6% 2.47% – 123 7.32% 1.5