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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
West Paces Advisors
Atlanta,
Georgia
| $586M | -$9.6M | -2% | 0.94% | 57.7% | 794 | 16.5% | 2.1 |
|
| 2677 |
2677
Fortitude Family Office
Scottsdale,
Arizona
| $586M | +$69.7M | +13% | 0.79% | 81.1% | 2,780 | 23.24% | 1.2 |
|
| 2678 |
2678
McNamara Financial Services
Marshfield,
Massachusetts
| $585M | +$5.5M | +0.9% | 0.35% | 47.7% | 110 | 9.09% | 4.5 |
|
| 2679 |
2679
Holderness Investments Company
Greensboro,
North Carolina
| $584M | -$15.7M | -3% | 0.77% | 152% | 270 | 7.78% | 6.1 |
|
| 2680 |
2680
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $584M | -$63.3M | -10% | 0.2% | 281% | 453 | 30.91% | 1.6 |
|
| 2681 |
2681
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $583M | +$21.3M | +4% | 6.36% | 81.8% | 85 | 4.71% | 7.9 |
|
| 2682 |
2682
Tufton Capital Management
Hunt Valley,
Maryland
| $583M | -$12.6M | -2% | 1.72% | 96.1% | 134 | 7.46% | 8.1 |
|
| 2683 |
2683
Drive Wealth Management
Lehi,
Utah
| $583M | +$21.6M | +4% | 3.33% | 105% | 529 | 33.27% | 1.8 |
|
| 2684 |
SEP
2684
Southland Equity Partners
Wildwood,
Missouri
| $583M | +$11.6M | +2% | 1.67% | 66.1% | 321 | 13.71% | 3.1 |
|
| 2685 |
PWM
2685
Praetorian Wealth Management
Carmel,
California
| $582M | +$2.65M | +0.5% | 0.23% | 60.4% | 87 | 8.05% | 2.4 |
|
| 2686 |
2686
Rezny Wealth Management
Fort Myers,
Florida
| $582M | +$3.49M | +0.6% | 1.61% | 99.6% | 39 | 17.95% | 2.3 |
|
| 2687 |
2687
ASK Capital Management
San Francisco,
California
| $582M | -$139M | -19% | 6.8% | – | 4 | 50% | 1.8 |
|
| 2688 |
2688
Cambridge Advisors
Omaha,
Nebraska
| $581M | -$725K | -0.1% | 0.65% | 58.6% | 185 | 2.7% | 7 |
|
| 2689 |
WC
2689
Weil Company
San Diego,
California
| $580M | +$12.5M | +2% | 2.31% | 71.7% | 142 | 11.97% | 3.6 |
|
| 2690 |
2690
ESL Trust Services
Rochester,
New York
| $580M | -$7.02M | -1% | 1.4% | 58.1% | 278 | 8.99% | 2 |
|
| 2691 |
2691
Beverly Hills Private Wealth
Beverly Hills,
California
| $579M | +$54.5M | +10% | 3.03% | 91.6% | 288 | 15.28% | 2.4 |
|
| 2692 |
MAM
2692
Morse Asset Management
Darien,
Connecticut
| $579M | -$24.4M | -4% | 0.14% | 224% | 434 | 15.21% | 2.5 |
|
| 2693 |
2693
Intelligence Driven Advisers
Carlsbad,
California
| $579M | -$36.7M | -6% | 1.51% | 65.6% | 145 | 11.03% | 2.5 |
|
| 2694 |
CFMC
2694
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $579M | -$8.19M | -1% | 0.97% | 69.6% | 217 | 7.83% | 7 |
|
| 2695 |
2695
GoalVest Advisory
New York
| $578M | +$39.1M | +7% | 0.53% | 94.8% | 788 | 44.54% | 1.4 |
|
| 2696 |
2696
Solidarity Wealth
Lehi,
Utah
| $578M | +$3.81M | +0.7% | 2.94% | 85.9% | 102 | 18.63% | 2.5 |
|
| 2697 |
2697
Tradewinds Capital Management
Bellingham,
Washington
| $578M | +$15.3M | +3% | 2.5% | 96.9% | 768 | 14.84% | 4.6 |
|
| 2698 |
QCM
2698
Qsemble Capital Management
New York
| $577M | -$203M | -26% | 1.62% | 45.8% | 524 | 69.85% | 0.3 |
|
| 2699 |
2699
Okabena Investment Services
Minneapolis,
Minnesota
| $577M | +$17.2M | +3% | 2.35% | 83.9% | 154 | 16.23% | 2.7 |
|
| 2700 |
2700
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $577M | +$37M | +7% | 3.45% | – | 245 | 15.51% | 3.3 |
|