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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Beaumont Asset Management
Beaumont,
Texas
| $289M | +$31.9M | +12% | 1.69% | 73.1% | 85 | 12.94% | 3.2 |
|
| 2652 |
HWMC
2652
Heritage Wealth Management (California)
San Diego,
California
| $289M | +$26.1M | +10% | 4.32% | 78.5% | 105 | 7.62% | 2 |
|
| 2653 |
2653
Choice Wealth Advisors
Waterville,
Maine
| $289M | +$4.35M | +2% | 1.31% | 60.3% | 37 | 10.81% | 2.6 |
|
| 2654 |
2654
Compass Financial Services
West Des Moines,
Iowa
| $289M | +$21.7M | +8% | 0.41% | – | 61 | 8.2% | 1.5 |
|
| 2655 |
2655
Buckhead Capital Management
Atlanta,
Georgia
| $289M | -$2.38M | -0.8% | 3.26% | 76.1% | 153 | 5.88% | 5.2 |
|
| 2656 |
2656
eCIO Inc
Madison,
Wisconsin
| $289M | -$66.7M | -19% | 1.49% | – | 53 | 33.96% | 1.1 |
|
| 2657 |
2657
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $289M | -$17.3M | -6% | 1.06% | 81.9% | 520 | 1.35% | 4.5 |
|
| 2658 |
2658
Burns Matteson Capital Management
Corning,
New York
| $289M | -$31M | -10% | 6.91% | 137% | 256 | 51.56% | 1.6 |
|
| 2659 |
2659
Rainwater Charitable Foundation
Fort Worth,
Texas
| $289M | -$11.4M | -4% | 1.15% | 44% | 4 | 0% | 4.6 |
|
| 2660 |
2660
Packer & Co
Cottesloe,
Australia
| $289M | – | – | 10.3% | – | 9 | – | 1.2 |
|
| 2661 |
2661
Northbridge Financial Group
Tampa,
Florida
| $289M | +$27.8M | +11% | 6.54% | – | 193 | 8.29% | 0.7 |
|
| 2662 |
2662
Burk Holdings
Tulsa,
Oklahoma
| $289M | +$18M | +7% | 0.86% | – | 989 | 38.22% | 0.4 |
|
| 2663 |
2663
Arch Capital Group
Pembroke,
Bermuda
| $288M | -$2.49M | -0.9% | 0.84% | 2.89% | 4 | 0% | 4.1 |
|
| 2664 |
SI
2664
Saxon Interests
Houston,
Texas
| $288M | -$73.6M | -20% | 0.75% | 81.2% | 257 | 31.13% | 1.9 |
|
| 2665 |
2665
Tranquility Partners
Brentwood,
Tennessee
| $288M | -$2.66M | -0.9% | 3.95% | 77.3% | 241 | 12.03% | 4.2 |
|
| 2666 |
2666
Stableford Capital II
Scottsdale,
Arizona
| $288M | -$376K | -0.1% | 4.47% | 66.9% | 164 | 22.56% | 2 |
|
| 2667 |
YP
2667
YANKCOM Partnership
Yankton,
South Dakota
| $288M | +$9.42M | +3% | 1.34% | – | 344 | 16.86% | 1.3 |
|
| 2668 |
2668
Shira Ridge Wealth Management
Larkspur,
California
| $288M | +$1.05M | +0.4% | 0.84% | 72.8% | 87 | 9.2% | 2.6 |
|
| 2669 |
2669
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $288M | +$525K | +0.2% | 3.86% | 83% | 146 | 11.64% | 6.1 |
|
| 2670 |
SEP
2670
Signature Equity Partners
Columbus,
Ohio
| $287M | +$69.1M | +32% | 0.89% | – | 1,851 | 19.56% | 0.6 |
|
| 2671 |
2671
Timonier Family Office
Winston Salem,
North Carolina
| $287M | -$67.3M | -19% | 0.91% | – | 57 | 5.26% | 1.6 |
|
| 2672 |
2672
Stone Wealth Partners
Lafayette,
Louisiana
| $287M | +$150M | +110% | 4.3% | – | 92 | 35.87% | 0.5 |
|
| 2673 |
2673
Wealth Analytics Partners
San Diego,
California
| $287M | +$11M | +4% | 2.13% | – | 200 | 74.5% | 0.2 |
|
| 2674 |
2674
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $287M | +$10M | +4% | 0.41% | 14.4% | 75 | 13.33% | 1.4 |
|
| 2675 |
2675
Hendley & Co
Zanesville,
Ohio
| $287M | +$3.97M | +1% | 3.52% | 64.9% | 51 | 13.73% | 6 |
|