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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)
Brady Martz Wealth Solutions
2426
Brady Martz Wealth Solutions
North Dakota
$676M +$14.2M +2% 0.38% – 283 22.26% 1
Greylock XIV
2427
Greylock XIV
California
$675M -$381M -36% 16.2% – 1 0% 0.8
AA
2428
Alta Advisers
United Kingdom
$675M +$234M +53% 4.76% 129% 332 34.04% 2
Capital Group Investment Management
2429
Capital Group Investment Management
Singapore
$675M +$11.2M +2% 4.15% 163% 153 11.11% 2.4
Essex Investment Management
2430
Essex Investment Management
Massachusetts
$675M -$88.7M -12% 1.67% 370% 324 12.65% 4.1
SevenBridge Financial Group
2431
SevenBridge Financial Group
Pennsylvania
$674M -$6.03M -0.9% 3.17% 93.2% 220 7.73% 5.5
111 Capital
2432
111 Capital
France
$674M +$91.5M +16% 0.13% – 789 68.19% 0.3
Huber Capital Management
2433
Huber Capital Management
California
$673M -$5.38M -0.8% 0.91% 66.3% 100 7% 6
Rossby Financial
2434
Rossby Financial
Florida
$673M +$126M +23% 1.3% – 2,588 21.95% 0.9
BG Investment Services
2435
BG Investment Services
Guam
$673M +$534M +385% 2.36% – 153 67.32% 0.7
Walmart Inc
2436
Walmart Inc
Arkansas
$673M -$63.2M -9% 7.88% – 3 0% 1.5
Cornerstone Management
2437
Cornerstone Management
Georgia
$673M -$22.4M -3% 0.09% 43.6% 68 2.94% 5.5
Allen Mooney & Barnes Investment Advisors
2438
Allen Mooney & Barnes Investment Advisors
Georgia
$673M +$15M +2% 2.98% 78.9% 161 7.45% 3.3
Mengis Capital Management
2439
Mengis Capital Management
Oregon
$673M +$14.8M +2% 3.3% 104% 226 8.41% 5.9
Matthew Goff Investment Advisor
2440
Matthew Goff Investment Advisor
Texas
$672M +$79.4M +13% 2.39% 89.6% 109 18.35% 3.9
Woodard & Company Asset Management Group
2441
Woodard & Company Asset Management Group
North Carolina
$672M -$22.1M -3% 2.01% 94.5% 189 14.81% 3.2
Marble Wealth
2442
Marble Wealth
Alabama
$672M +$18.5M +3% 2.78% – 237 6.33% 0.7
Arvin Capital Management
2443
Arvin Capital Management
Texas
$672M -$94.3M -12% 10.2% 83.2% 77 71.43% 0.3
MA Private Wealth
2444
MA Private Wealth
California
$671M +$125K +0% 0.16% 63.4% 89 3.37% 3.5
Te Ahumairangi Investment Management
2445
Te Ahumairangi Investment Management
New Zealand
$671M +$50.8M +8% 6.81% 74.5% 88 4.55% 4.5
Northcape Capital
2446
Northcape Capital
Australia
$671M -$71.2M -10% 8.7% – 8 0% 9.4
New Harbor Financial Group
2447
New Harbor Financial Group
Massachusetts
$669M +$36.5M +6% 0.97% 94.6% 77 31.17% 2.4
Perennial Advisors
2448
Perennial Advisors
New York
$669M +$20.2M +3% 2.84% – 146 8.9% 4.1
Ellis Investment Partners
2449
Ellis Investment Partners
Pennsylvania
$669M +$9.35M +1% 0.39% 70.8% 295 9.15% 4.4
Fiducient Advisors
2450
Fiducient Advisors
Illinois
$669M -$29.4M -4% 0.83% 56.9% 161 17.39% 2.6