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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)
Hazelview Securities
2451
Hazelview Securities
Ontario, Canada
$669M -$53M -7% 5.65% – 91 21.98% 1
Baring Fintech Fund III Managers
2452
Baring Fintech Fund III Managers
Guernsey
$668M +$52.7M +9% 8.56% – 1 0% 1.8
Asset Allocation Strategies
2453
Asset Allocation Strategies
Michigan
$668M +$18.9M +3% 0.12% 58.1% 187 13.9% 2
CM
2454
Capital Management
Virginia
$668M +$1.27M +0.2% 1.43% 63.6% 74 4.05% 5.1
Jackson Square Capital
2455
Jackson Square Capital
California
$667M -$51.7M -7% 1.63% 423% 161 24.84% 2.7
Harfst & Associates
2456
Harfst & Associates
Wyoming
$667M +$23.9M +4% 0.31% 88.1% 129 9.3% 3.9
Grey Fox Wealth Advisors
2457
Grey Fox Wealth Advisors
Delaware
$667M +$29.6M +5% 1.18% 45.3% 196 17.86% 2.1
Orrstown Financial Services
2458
Orrstown Financial Services
Pennsylvania
$667M -$6.67M -1% 0.18% 73.7% 122 5.74% 4.5
ACK Asset Management
2459
ACK Asset Management
Connecticut
$667M -$189M -22% 17% 118% 25 36% 0.7
Crusonia Wealth Advisors
2460
Crusonia Wealth Advisors
Colorado
$667M +$57.4M +9% 0.13% – 260 15% 0.6
Edge Wealth Management
2461
Edge Wealth Management
New York
$666M +$71.9M +12% 3.29% 75.3% 94 12.77% 5.8
Armbruster Capital Management
2462
Armbruster Capital Management
New York
$666M -$5.01M -0.7% 1.44% 66.7% 132 5.3% 5.9
AMCA
2463
Arthur M. Cohen & Associates
Illinois
$666M +$25.5M +4% 7.36% 129% 142 7.04% 5.4
AOUL
2464
ALL OPTIONS USA, LLC
Texas
$665M +$132M +25% 1.89% – 1,844 42.3% 0.4
West Financial Advisors
2465
West Financial Advisors
Iowa
$665M +$6.53M +1% 1.19% 49.1% 310 39.03% 2.3
Alpha Omega Wealth Management
2466
Alpha Omega Wealth Management
Virginia
$665M +$7.82M +1% 3.26% 65.9% 214 6.07% 6.9
Gibraltar Capital Management
2467
Gibraltar Capital Management
Oklahoma
$664M +$14.2M +2% 3.26% 65% 136 12.5% 2.6
Qtron Investments
2468
Qtron Investments
Massachusetts
$664M -$86.5M -12% 4.25% 151% 519 27.94% 2.8
CMH Wealth Management
2469
CMH Wealth Management
New Hampshire
$664M +$8.21M +1% 3.19% 88% 119 7.56% 2.4
Fonville Wealth Management
2470
Fonville Wealth Management
Virginia
$663M +$50.8M +8% 0.02% 53.9% 169 14.79% 1.8
D.L. Carlson Investment Group
2471
D.L. Carlson Investment Group
New Hampshire
$663M +$34.6M +6% 3.97% 130% 156 21.79% 4
All Terrain Financial Advisors
2472
All Terrain Financial Advisors
Minnesota
$663M +$48M +8% 0.63% 81% 163 12.27% 3.6
Pandi LLC
2473
Pandi LLC
Kansas
$662M +$3.96M +0.6% 1.93% – 4 0% 1.1
Kiley Juergens Wealth Management
2474
Kiley Juergens Wealth Management
Washington
$661M +$22.9M +4% 4.57% 121% 249 7.23% 2.1
Montecito Bank & Trust
2475
Montecito Bank & Trust
California
$660M -$7.92M -1% 1.4% – 280 6.07% 6.6