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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.
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
Brian C. Broderick
| $660M | +$14M | +2% | 4.1% | 114% | 98 | 6.12% | 6.7 |
|
| 2477 |
2477
Crawford Fund Management
Boston,
Massachusetts
| $660M | +$7M | +1% | 0.4% | 56.6% | 221 | 21.27% | 1.3 |
|
| 2478 |
2478
Essex LLC
Deer Park,
Illinois
| $660M | +$1.1M | +0.2% | 1.73% | 91.4% | 194 | 12.89% | 3.2 |
|
| 2479 |
2479
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $659M | -$100M | -13% | 4.3% | 165% | 46 | 34.78% | 2.7 |
|
| 2480 |
2480
Garrett Wealth Advisory Group
Weatherford,
Texas
| $659M | +$7.99M | +1% | 1.81% | 74.6% | 155 | 7.1% | 2.7 |
|
| 2481 |
2481
Centric Wealth Management
Chicago,
Illinois
| $657M | +$14M | +2% | 2.94% | 55.3% | 270 | 38.89% | 2.6 |
|
| 2482 |
2482
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $657M | -$9.27M | -1% | 5.89% | – | 111 | 25.23% | 2.1 |
|
| 2483 |
2483
Clear Trail Advisors
Houston,
Texas
| $657M | +$1.82M | +0.3% | 2.67% | – | 166 | 7.23% | 0.6 |
|
| 2484 |
2484
Oakwell Private Wealth Management
Austin,
Texas
| $657M | +$53.4M | +9% | 0.33% | 68.2% | 89 | 13.48% | 3.1 |
|
| 2485 |
2485
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $656M | +$12.4M | +2% | 2.31% | 75.9% | 230 | 10.87% | 5.1 |
|
| 2486 |
2486
JSF Financial
Los Angeles,
California
| $655M | +$23.3M | +4% | 2.02% | 91% | 162 | 22.22% | 3 |
|
| 2487 |
2487
Endurance Services Ltd
Purchase,
New York
| $655M | +$2.04M | +0.3% | 0.03% | 38.9% | 9 | 11.11% | 1.5 |
|
| 2488 |
PO
2488
PBCay One
Dubai,
United Arab Emirates
| $655M | -$1.09B | -62% | 6.67% | – | 23 | 43.48% | 0.7 |
|
| 2489 |
CFSG
2489
Community Financial Services Group
Newport,
Vermont
| $655M | -$31.4M | -5% | 1.94% | – | 563 | 9.77% | 1.3 |
|
| 2490 |
2490
Lind Value II ApS
Aarhus C,
Denmark
| $655M | +$32.7M | +5% | 15.4% | – | 7 | 0% | 1.1 |
|
| 2491 |
2491
Brooklyn FI
New York
| $654M | +$108M | +20% | 0.28% | 60.4% | 400 | 75.25% | 1.8 |
|
| 2492 |
2492
Financial Strategies Group
Okemos,
Michigan
| $654M | +$26.8M | +4% | 0.51% | 49.2% | 108 | 11.11% | 3.5 |
|
| 2493 |
CA
2493
Clune & Associates
Chicago,
Illinois
| $654M | -$7.37M | -1% | 0.89% | – | 177 | 11.86% | 1.4 |
|
| 2494 |
2494
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $652M | +$6.61M | +1% | 0.51% | 69% | 127 | 3.15% | 2.8 |
|
| 2495 |
2495
Southernsun Asset Management
Memphis,
Tennessee
| $652M | -$91M | -12% | 6.67% | 54.6% | 31 | 9.68% | 4.9 |
|
| 2496 |
2496
Precedent Wealth Partners
Houston,
Texas
| $651M | +$49.6M | +8% | 0.7% | 61.1% | 239 | 26.78% | 1.6 |
|
| 2497 |
2497
Strategy Asset Managers
Pasadena,
California
| $650M | -$19.4M | -3% | 1.03% | 115% | 295 | 21.36% | 3.7 |
|
| 2498 |
2498
FIFTHDELTA
London,
United Kingdom
| $650M | -$203M | -24% | 6.92% | 13% | 13 | 23.08% | 0.5 |
|
| 2499 |
2499
Partners in Financial Planning
Salem,
Virginia
| $649M | -$10.4M | -2% | 1.56% | 42% | 135 | 8.89% | 3.7 |
|
| 2500 |
2500
Patten Group
Chattanooga,
Tennessee
| $649M | +$5.35M | +0.8% | 1.74% | 99% | 347 | 16.14% | 5.3 |
|