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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, 4,696 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $294M | +$20.7M | +8% | 1.92% | 130% | 58 | 56.9% | 0.6 |
|
| 2627 |
2627
Beacon Financial Planning
Hyannis,
Massachusetts
| $294M | -$990K | -0.3% | 0.95% | 74.3% | 86 | 2.33% | 1.8 |
|
| 2628 |
2628
Bourne Lent Asset Management
Pawling,
New York
| $293M | +$3.64M | +1% | 6.78% | 95.1% | 67 | 8.96% | 8 |
|
| 2629 |
2629
American Capital Advisory
Ketchum,
Idaho
| $293M | +$18.2M | +7% | 1.42% | 69% | 1,231 | 10.15% | 1.4 |
|
| 2630 |
2630
Sharper & Granite
El Segundo,
California
| $293M | -$30M | -9% | 0.62% | 50.8% | 109 | 1.83% | 3.2 |
|
| 2631 |
2631
TCFG Investment Advisors
Laguna Niguel,
California
| $293M | -$4.17M | -1% | 2.99% | – | 317 | 14.83% | 0.4 |
|
| 2632 |
2632
TKG Advisors
Valparaiso,
Indiana
| $292M | +$4.58M | +2% | 3.89% | 116% | 108 | 23.15% | 2.1 |
|
| 2633 |
2633
Endowment Wealth Management
Appleton,
Wisconsin
| $292M | +$33.7M | +13% | 0.76% | 70.7% | 192 | 7.81% | 2.3 |
|
| 2634 |
2634
Fluent Financial
Dallas,
Texas
| $292M | +$12M | +4% | 1.06% | 46.9% | 69 | 50.72% | 2.1 |
|
| 2635 |
2635
Stonehearth Capital Management
Danvers,
Massachusetts
| $292M | -$1.13M | -0.4% | 0.42% | 87.5% | 98 | 10.2% | 3.7 |
|
| 2636 |
2636
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $292M | -$991K | -0.3% | 2.48% | 103% | 54 | 14.81% | 4.5 |
|
| 2637 |
2637
Vertrix Wealth Management
Troy,
Michigan
| $292M | -$5.33M | -2% | 1.2% | – | 108 | 12.96% | 0.4 |
|
| 2638 |
2638
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $292M | -$10.2M | -3% | 2.05% | 245% | 386 | 39.9% | 0.8 |
|
| 2639 |
2639
Kaydan Wealth Management
Fenton,
Michigan
| $291M | -$36.8M | -11% | 0.5% | 58% | 122 | 10.66% | 3.2 |
|
| 2640 |
2640
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $291M | +$4.57M | +2% | 0.15% | 62.3% | 100 | 11% | 2 |
|
| 2641 |
2641
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $291M | -$9.49M | -3% | 4.42% | 215% | 217 | 12.44% | 1.9 |
|
| 2642 |
2642
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $291M | -$8.4M | -3% | 4.31% | 95.5% | 88 | 5.68% | 3.3 |
|
| 2643 |
2643
Steadview Capital Management
London,
United Kingdom
| $291M | -$41.7M | -13% | 2.66% | 839% | 14 | 35.71% | 1.7 |
|
| 2644 |
2644
Delap Wealth Advisory
Lake Oswego,
Oregon
| $291M | -$5.35M | -2% | 0.96% | 73% | 93 | 17.2% | 2.6 |
|
| 2645 |
2645
Colorado Capital Management
Boulder,
Colorado
| $291M | -$2.54M | -0.9% | 0.1% | 60.4% | 105 | 8.57% | 5.6 |
|
| 2646 |
2646
Buska Wealth Management
Wausau,
Wisconsin
| $291M | +$13.2M | +5% | 0.24% | – | 83 | 12.05% | 1.7 |
|
| 2647 |
2647
Luken Investment Analytics
Brentwood,
Tennessee
| $290M | +$4.29M | +1% | 0.02% | 51% | 171 | 3.51% | 3.5 |
|
| 2648 |
2648
Valued Wealth Advisors
Holladay,
Utah
| $290M | +$14.9M | +5% | 0.19% | 62% | 973 | 10.07% | 1.7 |
|
| 2649 |
2649
Thomas Story & Son
Culver,
Indiana
| $290M | +$7.1M | +3% | 2.8% | 101% | 55 | 7.27% | 7.6 |
|
| 2650 |
WIA
2650
Wetzel Investment Advisors
Indianapolis,
Indiana
| $290M | +$1.22M | +0.4% | 0.73% | 72.2% | 143 | 9.79% | 2.1 |
|