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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, 4,676 funds (~52%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
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
Adirondack Trust Company
Saratoga Springs,
New York
| $320M | -$15.8M | -5% | 2.92% | 96.7% | 575 | 6.43% | 6.4 |
|
| 2477 |
2477
Bell & Brown Wealth Advisors
Newport Beach,
California
| $320M | -$10.4M | -3% | 4.67% | 125% | 74 | 4.05% | 6.2 |
|
| 2478 |
2478
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $320M | +$349K | +0.1% | 0.94% | 60.2% | 72 | 5.56% | 3.5 |
|
| 2479 |
2479
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $319M | +$29.8M | +10% | 0.47% | 38.4% | 150 | 20.67% | 0.7 |
|
| 2480 |
2480
Maryland Capital Advisors
Chester,
Maryland
| $319M | +$7.31M | +2% | 0.06% | – | 1,088 | 7.63% | 1.1 |
|
| 2481 |
2481
Samalin Investment Counsel
Chappaqua,
New York
| $319M | -$666K | -0.2% | 0.71% | 68.3% | 359 | 14.21% | 3.3 |
|
| 2482 |
2482
William Mack & Associates
Troy,
Michigan
| $319M | +$35.5M | +13% | 1.26% | – | 876 | 87.33% | 0.1 |
|
| 2483 |
2483
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $319M | +$8.96M | +3% | 1.26% | 63.9% | 147 | 2.72% | 6.5 |
|
| 2484 |
2484
Defender Capital
Charlotte,
North Carolina
| $319M | +$11.2M | +4% | 7.68% | 101% | 39 | 7.69% | 0.6 |
|
| 2485 |
2485
Advisortrust Partners
Raleigh,
North Carolina
| $318M | +$25.8M | +9% | 0.6% | – | 223 | 17.94% | 0.6 |
|
| 2486 |
2486
Genesee Capital Advisors
Auburn,
New York
| $318M | +$170K | +0.1% | 0.92% | 107% | 197 | 19.8% | 2 |
|
| 2487 |
2487
Nepsis Inc
Minneapolis,
Minnesota
| $317M | +$22.6M | +8% | 8.98% | 131% | 29 | 6.9% | 4.6 |
|
| 2488 |
2488
TrustBank
Olney,
Illinois
| $317M | +$22.8M | +8% | 0.52% | – | 193 | 12.44% | 0.6 |
|
| 2489 |
2489
Oak Asset Management
Westlake Village,
California
| $317M | +$6.39M | +2% | 5.11% | 91.8% | 117 | 5.98% | 3.5 |
|
| 2490 |
2490
Left Brain Wealth Management
Naperville,
Illinois
| $317M | -$14.3M | -4% | 3.84% | 376% | 119 | 34.45% | 1.2 |
|
| 2491 |
2491
Archer Investment Management
Austin,
Texas
| $317M | +$24.7M | +8% | 0.61% | – | 131 | 23.66% | 0.8 |
|
| 2492 |
2492
Carroll Advisory Group
Texarkana,
Texas
| $317M | +$12.7M | +4% | 0.89% | – | 88 | 18.18% | 0.6 |
|
| 2493 |
2493
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $317M | -$546K | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|
| 2494 |
2494
Glass Wealth Management
San Antonio,
Texas
| $317M | +$18.2M | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
| 2495 |
2495
Financial Council
Towson,
Maryland
| $317M | +$8.33M | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
| 2496 |
2496
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $317M | +$8.82M | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 2497 |
2497
Leisure Capital Management
Costa Mesa,
California
| $316M | -$4.11M | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
| 2498 |
2498
Mills Wealth Advisors
Southlake,
Texas
| $316M | -$1.43M | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 2499 |
2499
RBA Wealth Management
Newport Beach,
California
| $316M | +$43.3M | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
| 2500 |
RIS
2500
Richmond Investment Services
Mequon,
Wisconsin
| $316M | -$304K | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|