We are live on ! Find out more

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, 4,676 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)
River Street Advisors
2451
River Street Advisors
Illinois
$324M -$15.4M -5% 0.14% 93.5% 185 9.19% 2.3
Traveka Wealth
2452
Traveka Wealth
California
$324M +$23.4M +8% 1.38% 78.1% 221 13.57% 1.6
ticino wealth
2453
ticino wealth
California
$324M +$6.87M +2% 1.92% – 140 6.43% 0.7
Wealth Management Resources
2454
Wealth Management Resources
Rhode Island
$324M -$427K -0.1% 2.21% 37.7% 31 6.45% 3.5
Mullooly Asset Management
2455
Mullooly Asset Management
New Jersey
$324M -$1.23M -0.4% 2.91% – 60 5% 1.3
VPC
2456
Valen Private Capital
Pennsylvania
$323M – – 0.58% – 88 – 0
Essex Woodlands Management
2457
Essex Woodlands Management
Texas
$323M +$68.9M +27% 33.7% 119% 5 0% 7.4
Harper Investing
2458
Harper Investing
California
$323M +$26.5M +9% 2.84% 58.7% 88 6.82% 1.8
LA
2459
Latitude Advisors
Florida
$323M +$72.2M +29% 1.25% 79.6% 1,384 82.44% 0.5
Omega Financial Group
2460
Omega Financial Group
California
$323M -$5.77M -2% 2.87% 47% 107 16.82% 4.4
Biltmore Wealth Management
2461
Biltmore Wealth Management
Arizona
$323M +$2.48M +0.8% 0.85% 59.8% 61 8.2% 4.7
Bishop & Co Investment Management
2462
Bishop & Co Investment Management
Pennsylvania
$323M -$2.28M -0.7% 0.24% 53.7% 26 0% 7.2
LFP
2463
Lakeshore Financial Planning
Michigan
$323M +$11.9M +4% 2.28% 65.4% 102 14.71% 1.9
Davis Investment Partners
2464
Davis Investment Partners
North Carolina
$322M -$6.03M -2% 0.71% 97.8% 184 16.3% 2
Vodafone Ventures
2465
Vodafone Ventures
United Kingdom
$322M -$164M -34% 33.8% – 1 0% 0.8
SA
2466
Skyline Advisors
Washington
$322M +$2.89M +0.9% 2.07% 52% 128 10.16% 1.8
Foundry Financial
2467
Foundry Financial
California
$322M +$24.6M +8% 0.05% – 103 24.27% 0.5
Raleigh Capital Management
2468
Raleigh Capital Management
North Carolina
$322M +$8.19M +3% 1.27% 79.9% 593 22.09% 2.8
Invesco LLC (Illinois)
2469
Invesco LLC (Illinois)
Illinois
$321M -$2.17M -0.7% 3.14% 122% 137 7.3% 2.6
Global Trust Asset Management
2470
Global Trust Asset Management
Florida
$321M +$1.19M +0.4% 0.22% 178% 548 22.99% 3.9
Asset Allocation & Management Company
2471
Asset Allocation & Management Company
Illinois
$321M +$14M +5% 0.53% 58.5% 71 8.45% 3.5
Centerline Wealth Advisors
2472
Centerline Wealth Advisors
Kentucky
$321M +$1.55M +0.5% 1.11% – 83 6.02% 1
Sims Investment Management
2473
Sims Investment Management
Ohio
$320M -$3.12M -1% 1.73% – 184 78.8% 1.4
LRZ Capital
2474
LRZ Capital
Florida
$320M +$123M +62% 5.95% – 32 53.13% 0.3
Register Financial Advisors
2475
Register Financial Advisors
Georgia
$320M -$6.01M -2% 0.49% 130% 454 9.91% 2.2