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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Sellwood Investment Partners
Portland,
Oregon
| $279M | -$4.29M | -2% | 0.61% | – | 60 | 3.33% | 1.5 |
|
| 2727 |
2727
Martin Capital Partners
Eugene,
Oregon
| $279M | +$7.14M | +3% | 2.79% | 42.3% | 74 | 4.05% | 4.5 |
|
| 2728 |
2728
Parker Financial
Silverdale,
Washington
| $279M | +$5.44M | +2% | 0.67% | 49.7% | 38 | 5.26% | 3.1 |
|
| 2729 |
2729
My Personal CFO LLC
Vancouver,
Washington
| $279M | +$22.6M | +9% | 6.78% | 83.4% | 96 | 7.29% | 1.6 |
|
| 2730 |
2730
Keystone Global Partners
Denver,
Colorado
| $278M | +$13.9M | +5% | 0.5% | – | 66 | 21.21% | 1.1 |
|
| 2731 |
2731
WJ Interests
Sugar Land,
Texas
| $278M | +$18.4M | +7% | 1.67% | 55.2% | 23 | 4.35% | 2.4 |
|
| 2732 |
2732
Meritas Wealth Management
Larkspur,
California
| $278M | +$21.5M | +8% | 2.14% | 69.4% | 74 | 16.22% | 2.3 |
|
| 2733 |
2733
Evolution Advisers
Richmond,
Virginia
| $277M | +$5.4M | +2% | 0.98% | 44.8% | 949 | 94.31% | 3.6 |
|
| 2734 |
2734
Mendel Money Management
Northbrook,
Illinois
| $277M | +$4.08M | +1% | 2.94% | 88.8% | 129 | 9.3% | 4.8 |
|
| 2735 |
2735
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $277M | +$4.99M | +2% | 2% | 82.3% | 149 | 1.34% | 5 |
|
| 2736 |
2736
Dupree Financial Group
Lexington,
Kentucky
| $277M | +$10.3M | +4% | 4.82% | 75.8% | 90 | 22.22% | 1.7 |
|
| 2737 |
2737
Howard Wealth Management
Madison,
Connecticut
| $277M | +$6.4M | +2% | 2.05% | 69.9% | 158 | 6.33% | 3.1 |
|
| 2738 |
2738
Bell Asset Management
Melbourne,
Australia
| $277M | -$97.8M | -26% | 5.19% | 45.3% | 75 | 25.33% | 2.5 |
|
| 2739 |
HIC
2739
Harbor Island Capital
Topsfield,
Massachusetts
| $276M | -$99.1M | -26% | 8.68% | 218% | 16 | 0% | 7.3 |
|
| 2740 |
MFC
2740
Mechanics Financial Corp
Mansfield,
Ohio
| $276M | -$3.11M | -1% | 0.07% | 82.7% | 319 | 15.99% | 2.9 |
|
| 2741 |
2741
Investors Asset Management of Georgia
Atlanta,
Georgia
| $276M | -$11.4M | -4% | 1.5% | 118% | 199 | 4.52% | 6.7 |
|
| 2742 |
2742
Christensen King & Associates Investment Services
Richland,
Washington
| $276M | +$24.5M | +10% | 0.11% | 57.9% | 124 | 15.32% | 2.1 |
|
| 2743 |
2743
INCA Investments
Miami,
Florida
| $276M | -$77.2M | -22% | 8.93% | 120% | 10 | 0% | 5.7 |
|
| 2744 |
2744
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| $276M | +$64.5M | +31% | 0.94% | – | 82 | 14.63% | 1.3 |
|
| 2745 |
2745
AAF Wealth Management
Westborough,
Massachusetts
| $275M | +$4.02M | +1% | 1.48% | 75.1% | 64 | 18.75% | 2.9 |
|
| 2746 |
2746
Iridian Asset Management
Westport,
Connecticut
| $275M | -$16.2M | -6% | 0.12% | 88.4% | 44 | 13.64% | 4.2 |
|
| 2747 |
2747
Johnson & White Wealth Management
York,
Pennsylvania
| $275M | +$7.44M | +3% | 0.77% | 85.1% | 120 | 6.67% | 2.1 |
|
| 2748 |
2748
DLK Investment Management
Solana Beach,
California
| $275M | +$39.6M | +17% | 4.71% | 80.4% | 130 | 50% | 1.6 |
|
| 2749 |
2749
Clarus Wealth Advisors
Peoria,
Arizona
| $275M | +$15.2M | +6% | 1.76% | 89.7% | 96 | 20.83% | 3.1 |
|
| 2750 |
2750
Burford Brothers
Dallas,
Texas
| $275M | +$2.02M | +0.7% | 2.76% | 97.4% | 199 | 15.08% | 2 |
|