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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, 4,667 funds (~52%) 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)
FP
2376
FFG Partners
Florida
$338M -$14.6M -4% 2.3% 277% 57 38.6% 0.9
IronBridge Private Wealth
2377
IronBridge Private Wealth
Texas
$338M +$33.2M +11% 9.38% 143% 58 36.21% 1.8
Red Lighthouse Investment Management
2378
Red Lighthouse Investment Management
New York
$338M +$1.97M +0.6% 1.4% 71.1% 86 2.33% 2.3
Aikya Investment Management
2379
Aikya Investment Management
United Kingdom
$337M -$3.17M -0.9% 5.92% 11.1% 5 0% 2
PFW Advisors
2380
PFW Advisors
Georgia
$337M -$6.26M -2% 0.21% – 135 17.78% 4.7
L.K. Benson & Company
2381
L.K. Benson & Company
Maryland
$337M +$5.16M +2% 3.61% – 125 13.6% 1.4
Investment Research & Advisory Group
2382
Investment Research & Advisory Group
Georgia
$337M +$12.7M +4% 5.35% 105% 352 16.76% 2.8
NKCFO LLC
2383
NKCFO LLC
Illinois
$337M +$6.36M +2% 8.78% 237% 117 47.86% 1.1
Empirical Capital Management
2384
Empirical Capital Management
Tennessee
$336M -$29.5M -8% 1.33% 205% 34 47.06% 1.7
Triton Wealth Management
2385
Triton Wealth Management
Arizona
$336M +$10.8M +3% 2.1% – 149 20.13% 2.7
LWMM
2386
Legacy Wealth Management (Mississippi)
Mississippi
$336M -$53.3M -14% 4.47% 105% 132 19.7% 2.9
Corbyn Investment Management
2387
Corbyn Investment Management
Maryland
$336M -$10.1M -3% 4.95% 71% 68 4.41% 5.6
Nicollet Investment Management
2388
Nicollet Investment Management
Minnesota
$336M +$12.2M +4% 8.91% 104% 81 9.88% 5.2
United Community Bank
2389
United Community Bank
South Carolina
$336M +$12.5M +4% 1.42% 72.7% 595 16.64% 2.3
HF Advisory Group
2390
HF Advisory Group
Maryland
$336M +$12.3M +4% 2.33% 73.2% 175 4.57% 3
Core Wealth Management
2391
Core Wealth Management
Florida
$336M -$20.1M -6% 1.42% 44.5% 44 31.82% 2.5
ICM
2392
Isabella Capital Management
$335M +$147M +78% 0.63% – 13 23.08% 0.3
Wilkerson Advisory Group
2393
Wilkerson Advisory Group
Missouri
$335M +$9.7M +3% 1.11% – 678 13.72% 0.6
Prodigy Asset Management
2394
Prodigy Asset Management
Nebraska
$335M +$3.16M +1% 0.68% – 31 6.45% 1.3
Shayne & Jacobs LLC
2395
Shayne & Jacobs LLC
Tennessee
$335M -$2.24M -0.7% 0.42% 79.4% 103 4.85% 4.4
Roth Financial Partners
2396
Roth Financial Partners
Texas
$335M -$1.57M -0.5% 0.14% 61% 37 10.81% 3.7
Hutchens & Kramer Investment Management Group
2397
Hutchens & Kramer Investment Management Group
Indiana
$335M -$38.5M -10% 0.61% 83% 175 19.43% 2.3
Geneva Partners
2398
Geneva Partners
Wisconsin
$334M -$40.7M -11% 3.99% 417% 92 30.43% 2.2
Glynn Capital Management
2399
Glynn Capital Management
California
$334M -$29.4M -8% 9.15% 252% 46 19.57% 2.8
Enzi Wealth
2400
Enzi Wealth
Texas
$334M +$17.8M +6% 0.22% 77% 84 9.52% 2.5