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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, 4,690 funds (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Continuum Wealth Advisors
Saratoga Springs,
New York
| $307M | +$10.6M | +4% | 2.25% | 69% | 88 | 19.32% | 1.9 |
|
| 2552 |
2552
Texas Bank & Trust
Longview,
Texas
| $306M | +$1.35M | +0.4% | 4.31% | – | 195 | 10.26% | 1.4 |
|
| 2553 |
2553
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $306M | -$1.32M | -0.4% | 1.21% | 82% | 109 | 17.43% | 3.4 |
|
| 2554 |
2554
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $306M | +$6.42M | +2% | 2.73% | 80.3% | 125 | 5.6% | 4.1 |
|
| 2555 |
2555
Kerusso Capital Management
Winston Salem,
North Carolina
| $306M | +$31.8M | +12% | 3.27% | – | 63 | 14.29% | 1.6 |
|
| 2556 |
2556
Bull Oak Capital
San Diego,
California
| $306M | +$5.97M | +2% | 1.23% | 62.1% | 41 | 7.32% | 1.6 |
|
| 2557 |
2557
Meridian Financial Partners
Warrenton,
Virginia
| $306M | +$12.8M | +4% | 2.33% | 80.8% | 128 | 10.16% | 2.6 |
|
| 2558 |
2558
MBA Advisors
Hermitage,
Pennsylvania
| $306M | +$8.97M | +3% | 1.87% | 66.1% | 181 | 14.92% | 3.2 |
|
| 2559 |
EFM
2559
Eley Financial Management
South Burlington,
Vermont
| $306M | -$2.95M | -1% | 0.26% | 74.9% | 73 | 5.48% | 3.2 |
|
| 2560 |
MG
2560
Magnolia Group
Omaha,
Nebraska
| $306M | -$171M | -36% | 5.53% | 11.4% | 25 | 36% | 1.8 |
|
| 2561 |
2561
Freedom Financial Partners
Oakdale,
Minnesota
| $305M | -$1.64M | -0.5% | 0.24% | – | 94 | 10.64% | 1.4 |
|
| 2562 |
2562
Silphium Asset Management
London,
United Kingdom
| $305M | +$8.53M | +3% | 2.98% | 118% | 58 | 12.07% | 1.4 |
|
| 2563 |
2563
Rede Wealth
Charlottesville,
Virginia
| $304M | +$2.4M | +0.8% | 1.83% | 84.4% | 119 | 4.2% | 1.8 |
|
| 2564 |
2564
Endure Capital Management
Austin,
Texas
| $304M | -$147M | -33% | 4.51% | – | 59 | 49.15% | 0.3 |
|
| 2565 |
2565
Equity Wealth Partners
Independence,
Missouri
| $304M | +$25.6M | +9% | 0.42% | – | 115 | 10.43% | 0.7 |
|
| 2566 |
2566
FCG Investment Company
Germantown,
Tennessee
| $304M | +$14.5M | +5% | 3.18% | – | 130 | 13.08% | 1 |
|
| 2567 |
2567
Brick & Kyle Associates
Newtown,
Pennsylvania
| $304M | +$615K | +0.2% | 7.43% | 116% | 99 | 41.41% | 5.3 |
|
| 2568 |
2568
Clarus Group
Houston,
Texas
| $303M | +$8.27M | +3% | 1.95% | 67.5% | 134 | 13.43% | 2.8 |
|
| 2569 |
2569
Shaker Financial Services
Arlington,
Virginia
| $303M | -$16.1M | -5% | 5.35% | 12.9% | 167 | 25.15% | 2.4 |
|
| 2570 |
2570
Wrenne Financial Planning
Lexington,
Kentucky
| $303M | +$6.99M | +2% | 1.27% | 54.3% | 64 | 6.25% | 1.8 |
|
| 2571 |
2571
Ted Buchan & Co
San Diego,
California
| $303M | -$2.63M | -0.9% | 0.75% | 65.2% | 100 | 11% | 2.2 |
|
| 2572 |
2572
Alpha Zero
Boca Raton,
Florida
| $303M | +$39.1M | +15% | 1.57% | – | 114 | 23.68% | 1.2 |
|
| 2573 |
2573
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $303M | -$2.41M | -0.8% | 0.37% | – | 245 | 13.06% | 1.3 |
|
| 2574 |
GAMC
2574
Garner Asset Management Corp
Plano,
Texas
| $303M | -$5.66M | -2% | 0.73% | 103% | 177 | 12.99% | 5.2 |
|
| 2575 |
2575
Armstrong Fleming & Moore
Washington,
District of Columbia
| $303M | +$742K | +0.2% | 0.68% | 135% | 116 | 5.17% | 1.4 |
|