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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, 4,671 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)
Arcadia Wealth Management (New Hampshire)
2426
Arcadia Wealth Management (New Hampshire)
New Hampshire
$328M +$9.7M +3% 0.17% 55.5% 73 24.66% 2.2
Sunpointe
2427
Sunpointe
Missouri
$328M -$23.8M -7% 2.84% 122% 305 28.2% 1.5
Wealth Quarterback
2428
Wealth Quarterback
New Jersey
$328M +$4.28M +1% 2.37% 109% 185 9.73% 2.9
LifeGoal Wealth Advisors
2429
LifeGoal Wealth Advisors
New York
$328M +$110M +50% 2.29% – 232 41.38% 0.6
Richards, Merrill & Peterson
2430
Richards, Merrill & Peterson
Washington
$328M +$12.9M +4% 3.12% – 302 8.61% 1.3
Seven Post Investment Office
2431
Seven Post Investment Office
California
$328M -$24.5M -7% 4.15% 44.4% 44 9.09% 4.2
First National Bank Sioux Falls
2432
First National Bank Sioux Falls
South Dakota
$328M -$37.8M -10% 0.35% 70.3% 157 8.92% 5
Argentarii
2433
Argentarii
Ohio
$328M -$3.94M -1% 4.4% – 217 7.83% 1.3
IMZ Advisory
2434
IMZ Advisory
Florida
$327M +$11.4M +4% 1.58% 73.1% 38 5.26% 2.5
Bennett Selby Investments
2435
Bennett Selby Investments
Maine
$327M +$14M +4% 5.28% 82.1% 89 8.99% 3.4
Royal Harbor Partners
2436
Royal Harbor Partners
Texas
$327M +$4.15M +1% 0.13% 54.6% 57 3.51% 2.4
Vigilare Wealth Management
2437
Vigilare Wealth Management
Arizona
$327M +$589K +0.2% 0.37% 59.5% 137 20.44% 2.7
ShoreHaven Wealth Partners
2438
ShoreHaven Wealth Partners
New Jersey
$326M +$8.2M +3% 1.05% 72.4% 110 10.91% 2.7
Raub Brock Capital Management
2439
Raub Brock Capital Management
California
$326M -$37.3M -10% 2% 54.7% 51 19.61% 2.6
Glass Jacobson Investment Advisors
2440
Glass Jacobson Investment Advisors
Maryland
$326M +$5.04M +2% 0.12% 63.1% 647 9.43% 2.8
Paragon Private Wealth Management
2441
Paragon Private Wealth Management
Kentucky
$326M -$57.2M -15% 1.09% 104% 235 22.13% 2.7
Phoenix Wealth Advisors
2442
Phoenix Wealth Advisors
North Carolina
$326M +$29M +10% 2.28% 68.8% 136 8.82% 3.4
Bluesphere Advisors
2443
Bluesphere Advisors
Pennsylvania
$325M +$1.25M +0.4% 2.26% 105% 125 11.2% 2.7
Hapanowicz & Associates Financial Services
2444
Hapanowicz & Associates Financial Services
Pennsylvania
$325M +$3.36M +1% 0.05% 65% 39 7.69% 3.7
Berkeley Inc
2445
Berkeley Inc
Idaho
$324M +$5.54M +2% 3.02% 49.4% 91 13.19% 3.3
Robinswood Financial
2446
Robinswood Financial
Washington
$324M -$24.8M -7% 0.62% 43.2% 428 83.18% 3
River Street Advisors
2447
River Street Advisors
Illinois
$324M -$15.4M -5% 0.14% 93.5% 185 9.19% 2.3
Traveka Wealth
2448
Traveka Wealth
California
$324M +$23.4M +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
2449
ticino wealth
California
$324M +$6.87M +2% 1.92% – 140 6.43% 0.7
Wealth Management Resources
2450
Wealth Management Resources
Rhode Island
$324M -$427K -0.1% 2.21% 37.7% 31 6.45% 3.5