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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)
Probity Advisors
2376
Probity Advisors
Texas
$700M +$743K +0.1% 0.14% 61.7% 235 5.11% 5.8
Towercrest Capital Management
2377
Towercrest Capital Management
Pennsylvania
$700M -$17.5M -2% 1.14% 42.6% 111 6.31% 6.1
PWW
2378
Pettyjohn Wood & White
Virginia
$700M +$12.4M +2% 3.19% 81.9% 226 4.87% 6.9
American Money Management
2379
American Money Management
California
$700M -$651K -0.1% 1.46% 70.5% 185 10.27% 4.8
LA
2380
Lynch & Associates
Indiana
$699M +$126M +22% 2.59% 73.5% 132 5.3% 8.2
Bornite Capital Management
2381
Bornite Capital Management
New York
$698M -$96.1M -12% 6.02% 181% 29 55.17% 0.5
Daido Life Insurance Company
2382
Daido Life Insurance Company
Japan
$698M -$37.2M -5% 1.81% 78.3% 6 0% 5.8
Rainey & Randall Wealth Advisors
2383
Rainey & Randall Wealth Advisors
Florida
$698M -$1.96M -0.3% 0.91% 52.3% 78 8.97% 3.7
Pacific Capital Wealth Advisors
2384
Pacific Capital Wealth Advisors
California
$698M +$34.4M +5% 0.5% 54.1% 106 25.47% 3
Bourgeon Capital Management
2385
Bourgeon Capital Management
Connecticut
$696M +$17.2M +3% 1.49% 121% 122 22.13% 3.3
Scott Capital Advisors
2386
Scott Capital Advisors
Oregon
$696M +$57.7M +9% 0.75% 50.9% 76 15.79% 2.5
Boston Standard Wealth Management
2387
Boston Standard Wealth Management
Massachusetts
$696M +$6.54M +0.9% 0.65% 47.1% 63 15.87% 5.4
ARG
2388
Advisory Resource Group
Oklahoma
$695M +$30.3M +5% 4.8% 72% 195 11.79% 3.1
Sands Capital Ventures
2389
Sands Capital Ventures
Virginia
$695M +$81.1M +13% 17.8% 228% 25 8% 2.9
Financial Management Network
2390
Financial Management Network
California
$695M -$2.17M -0.3% 0.24% 62.5% 222 10.81% 3
Massachusetts Institute of Technology
2391
Massachusetts Institute of Technology
Massachusetts
$695M -$38.1M -5% 14.8% 20.3% 14 64.29% 2
Mayport LLC
2392
Mayport LLC
Massachusetts
$693M +$48.3M +7% 0.41% 62.2% 154 14.29% 2.1
Sloy Dahl & Holst
2393
Sloy Dahl & Holst
Washington
$693M -$118M -15% 5.03% 132% 129 12.4% 3.2
Princeton Global Asset Management
2394
Princeton Global Asset Management
New Jersey
$692M -$5.38M -0.8% 0.91% 110% 859 6.64% 3.5
SFA
2395
Spectrum Financial Alliance
Kentucky
$692M +$13M +2% 5.39% 187% 39 20.51% 2.3
Hexagon Capital Partners
2396
Hexagon Capital Partners
Arkansas
$691M -$20M -3% 1.88% 99.6% 288 13.54% 1.6
8VC Opportunities GP II
2397
8VC Opportunities GP II
Texas
$690M -$93.9M -12% 11.8% – 3 0% 0.3
Pier Capital
2398
Pier Capital
Connecticut
$690M -$64.8M -9% 1.47% 236% 158 32.91% 1.6
Cortland Associates
2399
Cortland Associates
Missouri
$690M -$2.19M -0.3% 3.07% 58.4% 63 3.17% 6.6
Glendon Capital Management
2400
Glendon Capital Management
California
$689M -$83.5M -11% 12% 118% 28 10.71% 3.6