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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, 4,681 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Kennedy Investment Group
West Depford,
New Jersey
| $311M | +$16.2M | +5% | 1.91% | 95.4% | 157 | 12.74% | 2.4 |
|
| 2527 |
2527
StoneCrest Wealth Management
Chandler,
Arizona
| $311M | -$2.15M | -0.7% | 0.57% | 168% | 78 | 8.97% | 1.6 |
|
| 2528 |
2528
GGM Financials
Columbus,
Ohio
| $311M | +$47M | +18% | 0.66% | – | 300 | 15.67% | 1 |
|
| 2529 |
2529
American Assets Inc
San Diego,
California
| $310M | -$21.9M | -7% | 8.49% | 49.9% | 19 | 36.84% | 4 |
|
| 2530 |
2530
Zullo Investment Group
Scranton,
Pennsylvania
| $310M | +$16.6M | +6% | 7.44% | 143% | 163 | 7.98% | 3.6 |
|
| 2531 |
2531
Legacy Bridge
West Des Moines,
Iowa
| $310M | -$14.2M | -4% | 0.92% | 236% | 334 | 5.39% | 4.6 |
|
| 2532 |
2532
Blue Water Asset Management
Grand Rapids,
Michigan
| $309M | -$455K | -0.1% | 0.85% | – | 115 | 7.83% | 0.7 |
|
| 2533 |
2533
BCU Wealth Advisors
Vernon Hills,
Illinois
| $309M | +$8.26M | +3% | 0.42% | 57.7% | 66 | 7.58% | 1.9 |
|
| 2534 |
2534
BKM Wealth Management
Brookfield,
Wisconsin
| $309M | +$27M | +10% | 1.8% | 69.6% | 159 | 10.06% | 2.1 |
|
| 2535 |
2535
First Citizens Asset Management
Raleigh,
North Carolina
| $309M | -$3.83M | -1% | 0.44% | 48.4% | 33 | 12.12% | 2.8 |
|
| 2536 |
CNBT
2536
Cornerstone National Bank & Trust
Palatine,
Illinois
| $309M | +$13.2M | +4% | 0.11% | 38.5% | 241 | 12.86% | 2.3 |
|
| 2537 |
2537
Maltin Wealth Management
Ridgewood,
New Jersey
| $308M | +$9.37M | +3% | 1% | 58.2% | 160 | 14.38% | 3.4 |
|
| 2538 |
2538
Excalibur Management
Waltham,
Massachusetts
| $308M | +$4.8M | +2% | 2.83% | 93% | 178 | 8.43% | 6.6 |
|
| 2539 |
2539
Investmark Advisory Group
Shelton,
Connecticut
| $308M | +$44.9M | +17% | 1.66% | 73.8% | 174 | 16.67% | 2.6 |
|
| 2540 |
2540
ACT Advisors
Asheville,
North Carolina
| $308M | +$7M | +2% | 0.71% | 75.4% | 97 | 24.74% | 1.8 |
|
| 2541 |
BE
2541
Bonness Enterprises
Washington,
District of Columbia
| $307M | -$2.61M | -0.8% | 0.82% | 98.6% | 39 | 5.13% | 11.8 |
|
| 2542 |
2542
Singapore Technologies Telemedia
Singapore
| $307M | +$11.8M | +4% | 4% | 185% | 1 | 0% | 9.5 |
|
| 2543 |
2543
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| $307M | -$84.2M | -22% | 3.9% | – | 12 | 8.33% | 0.9 |
|
| 2544 |
2544
Armor Investment Advisors
Raleigh,
North Carolina
| $307M | -$4.75M | -2% | 0.01% | 62% | 160 | 8.13% | 5.4 |
|
| 2545 |
2545
Continuum Wealth Advisors
Saratoga Springs,
New York
| $307M | +$10.6M | +4% | 2.25% | 69% | 88 | 19.32% | 1.9 |
|
| 2546 |
2546
Texas Bank & Trust
Longview,
Texas
| $306M | +$1.35M | +0.4% | 4.31% | – | 195 | 10.26% | 1.4 |
|
| 2547 |
2547
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $306M | -$1.32M | -0.4% | 1.21% | 82% | 109 | 17.43% | 3.4 |
|
| 2548 |
2548
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $306M | +$6.42M | +2% | 2.73% | 80.3% | 125 | 5.6% | 4.1 |
|
| 2549 |
2549
Kerusso Capital Management
Winston Salem,
North Carolina
| $306M | +$31.8M | +12% | 3.27% | – | 63 | 14.29% | 1.6 |
|
| 2550 |
2550
Bull Oak Capital
San Diego,
California
| $306M | +$5.97M | +2% | 1.23% | 62.1% | 41 | 7.32% | 1.6 |
|