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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, 2,670 funds (~30%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Catherine Avery Investment Management
Longboat Key,
Florida
| $116M | -$113M | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 2477 |
2477
Retireful LLC
Haslett,
Michigan
| $116M | +$8.64M | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|
| 2478 |
2478
MLP3 LLC
Linwood,
New Jersey
| $116M | +$13.1M | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 2479 |
RBDF
2479
Robert B. Daugherty Foundation
Omaha,
Nebraska
| $116M | -$28.7M | -20% | 19.8% | – | 1 | 0% | 0.8 |
|
| 2480 |
2480
21 West Wealth Management
Tustin,
California
| $115M | -$1.83M | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|
| 2481 |
2481
Aubrey Capital Management
Edinburgh,
United Kingdom
| $115M | -$44.4M | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 2482 |
2482
Ebert Capital Management
Eureka,
California
| $115M | +$8.55M | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 2483 |
2483
Helium Advisors
Everett,
Washington
| $115M | -$5.34M | -4% | 3.21% | – | 110 | 10% | 1.3 |
|
| 2484 |
2484
Value Investment Professionals
New York
| $115M | -$3.99M | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 2485 |
2485
Gainline Financial Partners
Louisville,
Colorado
| $115M | +$7.71M | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 2486 |
2486
Members Capital Advisors Inc
Madison,
Wisconsin
| $115M | -$1.65M | -1% | 0.54% | – | 7 | 0% | 2.5 |
|
| 2487 |
2487
Vavra Capital Management
Collegeville,
Pennsylvania
| $115M | +$451K | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 2488 |
FCM
2488
Floyd Capital Management
Texarkana,
Texas
| $115M | -$16.9M | -13% | 2.12% | – | 1 | 0% | 1.8 |
|
| 2489 |
2489
Lakehouse Capital
Sydney NSW,
Australia
| $114M | +$23.6M | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 2490 |
2490
Unified Investment Management
Atlanta,
Georgia
| $114M | +$5.35M | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 2491 |
2491
Briggs Wealth Management
Glastonbury,
Connecticut
| $113M | +$3.91M | +4% | 0.63% | – | 65 | 10.77% | 0.6 |
|
| 2492 |
2492
Eleva Capital
Paris,
France
| $113M | -$230M | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 2493 |
2493
Redwood Family Wealth
Addison,
Texas
| $113M | -$941K | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 2494 |
2494
JBGlobal.com
New York
| $113M | -$1.35M | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 2495 |
2495
Catalyst Investment Management
Windham,
New Hampshire
| $113M | +$2.51M | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|
| 2496 |
2496
FinArc Investments
Norwood,
Massachusetts
| $113M | +$2.38M | +2% | 3.99% | – | 58 | 25.86% | 0.5 |
|
| 2497 |
2497
Variant Private Wealth
Tysons,
Virginia
| $113M | +$23.6M | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|
| 2498 |
2498
Royal Palms Capital
Whitefish,
Montana
| $113M | -$1.16M | -1% | 2.91% | – | 61 | 16.39% | 0.6 |
|
| 2499 |
2499
Stonebridge Wealth Management
Oak Brook,
Illinois
| $112M | +$695K | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|
| 2500 |
2500
Zenith Solutions
Philadelphia,
Pennsylvania
| $112M | +$1.98M | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|