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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Joseph Group Capital Management
Columbus,
Ohio
| $562M | +$85.5M | +18% | 1.26% | 64.3% | 412 | 8.5% | 1.1 |
|
| 2752 |
FVCM
2752
F&V Capital Management
Boca Raton,
Florida
| $561M | +$12.6M | +2% | 4.32% | 123% | 64 | 7.81% | 5.3 |
|
| 2753 |
AW
2753
Avion Wealth
The Woodlands,
Texas
| $561M | +$23.8M | +4% | 0.06% | 48.8% | 1,793 | 25.1% | 2.8 |
|
| 2754 |
2754
Altrius Capital Management
New Bern,
North Carolina
| $561M | +$34.5M | +7% | 0.21% | 43.1% | 93 | 6.45% | 2.9 |
|
| 2755 |
2755
Serenus Wealth Advisors
Santa Monica,
California
| $561M | -$12M | -2% | 0.54% | – | 78 | 7.69% | 1.3 |
|
| 2756 |
2756
Auxano Advisors
Bellevue,
Washington
| $560M | +$32.7M | +6% | 6.88% | 103% | 229 | 16.59% | 2.8 |
|
| 2757 |
2757
Keystone Wealth Services
Palm Desert,
California
| $560M | +$21.2M | +4% | 3.51% | 91.1% | 343 | 8.75% | 2.1 |
|
| 2758 |
2758
Commonwealth Financial Services
Vienna,
West Virginia
| $559M | -$185M | -25% | 0.67% | 64.2% | 367 | 34.88% | 3 |
|
| 2759 |
2759
Aegis Financial
Mc Lean,
Virginia
| $559M | -$74.2M | -12% | 10.6% | 226% | 40 | 10% | 2.2 |
|
| 2760 |
2760
Panview Capital
Hong Kong
| $559M | -$9.09M | -2% | 1.48% | – | 16 | 25% | 0.7 |
|
| 2761 |
AAM
2761
AR Asset Management
West Hollywood,
California
| $559M | +$12.5M | +2% | 3.73% | 78.2% | 126 | 5.56% | 8.1 |
|
| 2762 |
MHR
2762
Matthew Hamilton Rosenberg
| $558M | +$21.7M | +4% | 0.27% | 52% | 833 | 6.84% | 4.4 |
|
| 2763 |
2763
Primavera Capital Management
George Town,
Cayman Islands
| $558M | -$7.12M | -1% | 0.46% | 1.25% | 5 | 0% | 3.3 |
|
| 2764 |
2764
3Chopt Investment Partners
Richmond,
Virginia
| $558M | +$25.7M | +5% | 2.59% | 128% | 312 | 17.95% | 1.4 |
|
| 2765 |
2765
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $557M | +$27M | +5% | 0.69% | 65.3% | 188 | 13.83% | 1.5 |
|
| 2766 |
2766
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $557M | +$39.2M | +8% | 3.52% | 116% | 22 | 22.73% | 2.9 |
|
| 2767 |
2767
Noble Family Wealth
Clearwater,
Florida
| $556M | -$2.77M | -0.5% | 1.5% | 60% | 75 | 1.33% | 2.9 |
|
| 2768 |
2768
Abel Hall LLC
Baton Rouge,
Louisiana
| $556M | -$23.1M | -4% | 1.98% | 133% | 1,068 | 27.25% | 0.8 |
|
| 2769 |
2769
J. Derek Lewis & Associates
Newport Beach,
California
| $555M | +$25.5M | +5% | 0.23% | – | 248 | 18.55% | 0.6 |
|
| 2770 |
NFUMUML
2770
N.F.U. Mutual Unit Managers Ltd
Stratford Upon Avon,
| $554M | – | – | 5.86% | – | 190 | – | 0 |
|
| 2771 |
ACM
2771
Aljian Capital Management
Carson City,
Nevada
| $554M | +$14.2M | +3% | 5.27% | 162% | 138 | 8.7% | 2.8 |
|
| 2772 |
2772
New World Advisors
Hingham,
Massachusetts
| $553M | -$34.9M | -6% | 6.51% | 66.5% | 167 | 35.33% | 1.4 |
|
| 2773 |
2773
Q3 Asset Management
Birmingham,
Michigan
| $553M | +$7.28M | +1% | 2.4% | 105% | 98 | 66.33% | 0.5 |
|
| 2774 |
2774
WESPAC Advisors SoCal
Pasadena,
California
| $553M | -$7.14M | -1% | 1.28% | 135% | 127 | 10.24% | 2.8 |
|
| 2775 |
2775
Winslow Asset Management
Beachwood,
Ohio
| $553M | -$22.1M | -4% | 1.43% | 101% | 84 | 4.76% | 7.9 |
|