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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $620M | -$39.1M | -6% | 2.3% | 130% | 181 | 29.28% | 2.1 |
|
| 2577 |
2577
Amarillo National Bank
Amarillo,
Texas
| $620M | -$3.74M | -0.6% | 0.69% | 63.5% | 99 | 13.13% | 6.9 |
|
| 2578 |
2578
Sage Rhino Capital
Menlo Park,
California
| $620M | +$2.86M | +0.5% | 0.91% | 93.9% | 424 | 21.46% | 3.1 |
|
| 2579 |
2579
Ellsworth Advisors
Hudson,
Ohio
| $620M | +$11.5M | +2% | 1.76% | 131% | 229 | 36.24% | 1.8 |
|
| 2580 |
PHC
2580
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| $619M | +$60.8M | +11% | 14.1% | – | 11 | 90.91% | 0.8 |
|
| 2581 |
2581
Delta Investment Management
San Francisco,
California
| $619M | +$11.4M | +2% | 1.44% | 69.9% | 312 | 15.06% | 2.7 |
|
| 2582 |
2582
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $619M | -$11.8M | -2% | 0.1% | – | 193 | 10.88% | 1.6 |
|
| 2583 |
2583
Lathrop Investment Management
Little Rock,
Arkansas
| $618M | +$53.4M | +9% | 1.8% | 80.8% | 91 | 6.59% | 7.2 |
|
| 2584 |
2584
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $618M | +$3.57M | +0.6% | 0.01% | 64.9% | 79 | 12.66% | 2.1 |
|
| 2585 |
2585
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $617M | +$39.2M | +7% | 2.11% | 71.1% | 274 | 35.77% | 1.3 |
|
| 2586 |
2586
Mattern Wealth Management
Lawrence,
Kansas
| $616M | +$6.92M | +1% | 2.41% | 62.2% | 189 | 10.58% | 3.9 |
|
| 2587 |
2587
Cadinha & Co
Honolulu,
Hawaii
| $616M | -$59.2M | -9% | 2.53% | 132% | 111 | 7.21% | 6.7 |
|
| 2588 |
2588
Aire Advisors
Beverly Hills,
California
| $616M | +$1.16M | +0.2% | 0.59% | 77.4% | 189 | 14.29% | 3.1 |
|
| 2589 |
2589
Martin & Co
Knoxville,
Tennessee
| $616M | -$24.2M | -4% | 0.49% | 72.3% | 100 | 1% | 10.1 |
|
| 2590 |
2590
Gould Asset Management
Claremont,
California
| $616M | -$19M | -3% | 0.29% | 48.3% | 182 | 7.69% | 6.3 |
|
| 2591 |
2591
Westover Capital Advisors
Wilmington,
Delaware
| $616M | +$13.7M | +2% | 1.91% | 144% | 264 | 16.67% | 3.3 |
|
| 2592 |
2592
SkyOak Wealth
Southfield,
Michigan
| $616M | +$3.54M | +0.6% | 1.16% | 80.7% | 266 | 15.41% | 4 |
|
| 2593 |
2593
Legacy Financial Strategies
Overland Park,
Kansas
| $615M | -$30.2M | -5% | 1.97% | 76.7% | 159 | 13.21% | 3.3 |
|
| 2594 |
2594
Curran Financial Partners
Daniel Island,
South Carolina
| $615M | -$56.4M | -8% | 0.24% | 53.5% | 157 | 19.75% | 2.5 |
|
| 2595 |
2595
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $614M | +$15.2M | +3% | 0.03% | 75.2% | 134 | 23.88% | 2 |
|
| 2596 |
2596
Key Financial Inc
West Chester,
Pennsylvania
| $614M | +$3.16M | +0.5% | 1.25% | 64.1% | 1,396 | 8.88% | 4.1 |
|
| 2597 |
2597
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $614M | +$3.22M | +0.5% | 1.1% | 47.2% | 95 | 7.37% | 3.1 |
|
| 2598 |
EFL
2598
ERn Financial LLC
Middleton,
Wisconsin
| $613M | +$8.91M | +1% | 0.7% | 61.2% | 170 | 9.41% | 4.1 |
|
| 2599 |
2599
St. James Investment Company
Southlake,
Texas
| $613M | -$16.8M | -3% | 0.08% | 48.4% | 29 | 24.14% | 3.2 |
|
| 2600 |
CBTWT
2600
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $612M | +$57.8M | +10% | 5.07% | 124% | 181 | 11.6% | 6.1 |
|