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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Stevens Capital Partners
Omaha,
Nebraska
| $577M | +$51.1M | +10% | 0.26% | 76.3% | 199 | 23.62% | 1.3 |
|
| 2702 |
2702
TritonPoint Partners
Chevy Chase,
Maryland
| $577M | -$629M | -52% | 1.98% | – | 359 | 30.36% | 0.5 |
|
| 2703 |
2703
Halter Ferguson Financial
Carmel,
Indiana
| $577M | -$40.9M | -7% | 9.85% | 131% | 37 | 13.51% | 1.8 |
|
| 2704 |
2704
Gagnon Securities
New York
| $577M | +$57.7M | +11% | 21.7% | 210% | 91 | 16.48% | 4.7 |
|
| 2705 |
DI
2705
DAGCO Inc
Westlake,
Ohio
| $576M | +$35.3M | +7% | 1.13% | 75% | 120 | 4.17% | 3.1 |
|
| 2706 |
2706
Integrated Quantitative Investments
Bellevue,
Washington
| $576M | -$34.3M | -6% | 2.05% | – | 550 | 63.64% | 0.4 |
|
| 2707 |
CWWM
2707
Clear Wave Wealth Management
Red Bank,
New Jersey
| $576M | +$34.5M | +6% | 1.99% | – | 218 | 24.77% | 0.4 |
|
| 2708 |
2708
Columbia Asset Management
Ann Arbor,
Michigan
| $576M | +$691K | +0.1% | 4.28% | 94.1% | 176 | 9.09% | 7.2 |
|
| 2709 |
2709
Hollow Brook Wealth Management
Katonah,
New York
| $575M | +$72M | +14% | 3.22% | 97.8% | 87 | 10.34% | 4.7 |
|
| 2710 |
2710
Clarity Wealth Advisors
San Jose,
California
| $575M | +$8.11M | +1% | 1.68% | 94.1% | 120 | 5% | 3.6 |
|
| 2711 |
2711
DecisionPoint Financial
Mesa,
Arizona
| $574M | +$34M | +6% | 1.41% | 48% | 1,495 | 10.37% | 0.9 |
|
| 2712 |
2712
Second Line Capital
Metairie,
Louisiana
| $574M | +$36.6M | +7% | 0.25% | 68.4% | 203 | 22.17% | 1.7 |
|
| 2713 |
2713
Triumph Capital Management
Denver,
Colorado
| $573M | +$21.3M | +4% | 1.08% | 55.5% | 1,943 | 6.12% | 1 |
|
| 2714 |
WCMN
2714
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $573M | +$17.8M | +3% | 4.89% | 121% | 46 | 0% | 8.6 |
|
| 2715 |
2715
IDG-Accel China Capital II Associates
Palo Alto,
California
| $573M | +$136M | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 2716 |
WWMSC
2716
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $573M | +$32.3M | +6% | 1.57% | 36.4% | 298 | 20.81% | 3.6 |
|
| 2717 |
2717
Diversified Management
Milwaukee,
Wisconsin
| $573M | +$105M | +22% | 2.6% | – | 246 | 34.55% | 0.5 |
|
| 2718 |
2718
Verde Capital Management
Clarkston,
Michigan
| $573M | +$31.9M | +6% | 4.21% | 80.3% | 81 | 11.11% | 3.1 |
|
| 2719 |
2719
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $573M | +$78.4M | +16% | 1.8% | 92.1% | 825 | 12.97% | 2.7 |
|
| 2720 |
2720
Coerente Capital Management
Toronto,
Ontario, Canada
| $572M | +$28.8M | +5% | 7.68% | 54.7% | 43 | 0% | 4.2 |
|
| 2721 |
2721
Attestor Capital
Grand Cayman,
Cayman Islands
| $572M | +$222M | +63% | 3.01% | – | 6 | 33.33% | 0.4 |
|
| 2722 |
2722
Mandatum Life Insurance Company
Helsinki,
Finland
| $572M | +$31.5M | +6% | 3.99% | 108% | 91 | 13.19% | 5.3 |
|
| 2723 |
2723
Crossingbridge Advisors
Pleasantville,
New York
| $571M | +$4.32M | +0.8% | 0.25% | – | 198 | 43.43% | 0.4 |
|
| 2724 |
2724
Rockport Wealth
Fairview Park,
Ohio
| $571M | -$24M | -4% | 2.32% | – | 117 | 16.24% | 1.3 |
|
| 2725 |
2725
TBH Global Asset Management
Brentwood,
Tennessee
| $571M | +$25.3M | +5% | 3.92% | 83.3% | 270 | 36.3% | 3.4 |
|