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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
IMPACTfolio
Denver,
Colorado
| $274M | +$8.84M | +3% | 0.26% | 58.8% | 37 | 5.41% | 3.1 |
|
| 2752 |
2752
Financial Planning Navigators
Maple Grove,
Minnesota
| $274M | +$7.17M | +3% | 0.34% | – | 81 | 24.69% | 0.5 |
|
| 2753 |
ERFOTCOFW
2753
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $274M | -$5.92M | -2% | 4.21% | 30.5% | 21 | 4.76% | 2.1 |
|
| 2754 |
2754
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $274M | -$3.62M | -1% | 0.86% | – | 62 | 12.9% | 1.5 |
|
| 2755 |
2755
REDW Wealth
Albuquerque,
New Mexico
| $274M | -$5.41M | -2% | 0.28% | 59.1% | 105 | 1.9% | 4.8 |
|
| 2756 |
2756
B.A. Schrock Wealth Management
Wadsworth,
Ohio
| $274M | – | – | 0.35% | – | 132 | – | 0 |
|
| 2757 |
2757
Kellett Wealth Advisors
Cincinnati,
Ohio
| $273M | +$58.5M | +27% | 1.65% | 76.3% | 114 | 21.93% | 2.1 |
|
| 2758 |
2758
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $273M | +$24.3M | +10% | 8.55% | 133% | 152 | 3.29% | 3 |
|
| 2759 |
FA
2759
FF Advisors
Manhattan Beach,
California
| $273M | +$6.18M | +2% | 0.88% | 59.7% | 132 | 12.12% | 1.9 |
|
| 2760 |
2760
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $273M | +$78.9M | +41% | 0.28% | – | 869 | 23.82% | 0.5 |
|
| 2761 |
2761
Evergreen Private Wealth
Greenwood Village,
Colorado
| $273M | +$2.54M | +0.9% | 3.34% | 80.2% | 91 | 27.47% | 2.5 |
|
| 2762 |
2762
Letson Investment Management
Atlanta,
Georgia
| $273M | +$313K | +0.1% | 1.87% | 56.7% | 109 | 8.26% | 2.2 |
|
| 2763 |
2763
MB, Levis & Associates
Center Valley,
Pennsylvania
| $273M | +$1.42M | +0.5% | 1.55% | 43.1% | 259 | 5.79% | 2.9 |
|
| 2764 |
2764
Unique Wealth Strategies
Burr Ridge,
Illinois
| $273M | -$2.38M | -0.9% | 0.21% | 96.9% | 227 | 3.96% | 1.3 |
|
| 2765 |
2765
Carnegie Lake Advisors
Princeton,
New Jersey
| $273M | +$4.4M | +2% | 1.99% | – | 182 | 10.99% | 1.6 |
|
| 2766 |
2766
Peirce Capital Management
The Woodlands,
Texas
| $272M | -$582K | -0.2% | 0.22% | 56.6% | 48 | 8.33% | 2 |
|
| 2767 |
2767
ARWA LLC
Fort Worth,
Texas
| $272M | +$30.9M | +13% | 0.56% | – | 164 | 26.83% | 0.5 |
|
| 2768 |
SLA
2768
Silver Lake Advisory
Cottonwood Heights,
Utah
| $272M | -$8.27M | -3% | 0.28% | 76.7% | 111 | 7.21% | 5.1 |
|
| 2769 |
2769
Leslie Global Wealth
Itasca,
Illinois
| $272M | +$14.8M | +6% | 0.23% | – | 94 | 13.83% | 1.4 |
|
| 2770 |
2770
Ridgewood Investments
Springfield,
New Jersey
| $271M | +$4.16M | +2% | 0.04% | – | 221 | 7.69% | 3.8 |
|
| 2771 |
PCG
2771
PFC Capital Group
Los Angeles,
California
| $271M | +$10.9M | +4% | 6.01% | 118% | 92 | 5.43% | 2.1 |
|
| 2772 |
2772
Reliant Investment Management
Memphis,
Tennessee
| $271M | -$9.9M | -4% | 2.52% | 129% | 57 | 7.02% | 4.1 |
|
| 2773 |
2773
True Blue Financial
Stevensville,
Michigan
| $270M | +$33.5M | +14% | 1.83% | – | 65 | 16.92% | 0.6 |
|
| 2774 |
2774
Verisail Partners
Chamblee,
Georgia
| $270M | +$318K | +0.1% | 1.43% | – | 30 | 16.67% | 1.2 |
|
| 2775 |
2775
Creekside Partners
Petaluma,
California
| $270M | -$6.15M | -2% | 0.88% | – | 197 | 6.6% | 1.9 |
|