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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Financial Futures
Brielle,
New Jersey
| $270M | +$7.22M | +3% | 0.6% | 48.5% | 87 | 18.39% | 2.3 |
|
| 2777 |
2777
QTR Family Wealth
Lake Mary,
Florida
| $270M | -$17.5M | -6% | 4.86% | – | 375 | 27.47% | 0.9 |
|
| 2778 |
2778
Retirement Guys Formula
Maumee,
Ohio
| $269M | +$3.65M | +1% | 0.36% | 75.7% | 182 | 18.13% | 1.8 |
|
| 2779 |
2779
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $269M | +$712K | +0.3% | 0.96% | 73.9% | 233 | 4.72% | 3.1 |
|
| 2780 |
2780
Alliance Private Wealth
North Reading,
Massachusetts
| $269M | -$19M | -7% | 0.25% | – | 86 | 5.81% | 0.7 |
|
| 2781 |
2781
Quarry Hill Advisors
St Paul,
Minnesota
| $269M | +$8.55M | +3% | 0.7% | 65% | 60 | 13.33% | 2.8 |
|
| 2782 |
2782
Cane Capital Partners
Saint Francisville,
Louisiana
| $269M | +$15.9M | +6% | 1.52% | – | 170 | 35.29% | 0.5 |
|
| 2783 |
2783
Alternative Investment Advisors
Maitland,
Florida
| $268M | +$5M | +2% | 2.99% | 78.6% | 90 | 38.89% | 1.5 |
|
| 2784 |
2784
Brindle & Bay Financial Advisors
Frisco,
Texas
| $268M | +$67.9M | +34% | 1.38% | – | 105 | 20.95% | 0.5 |
|
| 2785 |
2785
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $268M | +$5.1M | +2% | 4.66% | – | 194 | 11.34% | 1.3 |
|
| 2786 |
2786
Shaker Investments
Cleveland,
Ohio
| $268M | -$10.6M | -4% | 0.46% | 216% | 96 | 16.67% | 2.2 |
|
| 2787 |
2787
Gables Capital Management
Miami,
Florida
| $267M | -$9.41M | -3% | 4.8% | 173% | 519 | 5.59% | 4.7 |
|
| 2788 |
2788
One Wealth Capital Management
Scottsdale,
Arizona
| $267M | -$87.6M | -25% | 7.15% | – | 261 | 65.13% | 0.9 |
|
| 2789 |
2789
MRA Advisory Group
Parsippany,
New Jersey
| $267M | -$8.61M | -3% | 1.47% | 86.8% | 178 | 25.28% | 2.4 |
|
| 2790 |
2790
Orange County Employees Retirement System
Santa Ana,
California
| $267M | -$12.8M | -5% | 4.77% | – | 3 | 33.33% | 0.5 |
|
| 2791 |
2791
Heritage Wealth Management (Texas)
Houston,
Texas
| $267M | +$7M | +3% | 0.88% | 55.9% | 46 | 13.04% | 2.5 |
|
| 2792 |
OGF
2792
Orin Green Financial
San Diego,
California
| $267M | -$4.52M | -2% | 0.64% | 59.1% | 84 | 3.57% | 1.3 |
|
| 2793 |
2793
Eurizon SLJ Capital
London,
| $267M | -$4.65M | -2% | 6.93% | – | 188 | 13.83% | 0.6 |
|
| 2794 |
2794
MYeCFO
La Jolla,
California
| $266M | +$1.33M | +0.5% | 0.65% | 58.5% | 74 | 4.05% | 2.6 |
|
| 2795 |
2795
Southern Capital Advisors
Jackson,
Tennessee
| $266M | +$26.7M | +11% | 0.01% | 66.8% | 89 | 6.74% | 2.9 |
|
| 2796 |
2796
Altus Wealth Group
Colorado Springs,
Colorado
| $266M | -$10.9M | -4% | 1.39% | 76.7% | 158 | 8.86% | 3.3 |
|
| 2797 |
2797
Ballentine Capital Advisors
Greenville,
South Carolina
| $266M | +$491K | +0.2% | 0.94% | 48.8% | 27 | 7.41% | 2.4 |
|
| 2798 |
AAG
2798
Avalon Advisory Group
Wexford,
Pennsylvania
| $266M | -$4.9M | -2% | 1.13% | 46% | 15 | 6.67% | 4 |
|
| 2799 |
2799
Horizon Financial Services
Winston Salem,
North Carolina
| $266M | +$4.74M | +2% | 1.11% | 42.6% | 698 | 28.65% | 1.2 |
|
| 2800 |
2800
Mach-1 Financial Group
Rogers,
Arkansas
| $265M | +$7.32M | +3% | 1.01% | 85.3% | 152 | 32.89% | 1 |
|