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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
NAMP
2776
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $553M | +$22.1M | +4% | 5.23% | 90.2% | 266 | 7.89% | 4.3 |
|
| 2777 |
2777
HughesLittle Investment Management
Vancouver,
| $553M | -$24.3M | -4% | 2.97% | 113% | 14 | 7.14% | 6.2 |
|
| 2778 |
2778
Kozak & Associates
Highlands Ranch,
Colorado
| $553M | -$23.4M | -4% | 3.08% | 111% | 449 | 16.48% | 3.4 |
|
| 2779 |
2779
Technology Crossover Management IX
Menlo Park,
California
| $552M | -$137M | -20% | 19.3% | 6.24% | 6 | 0% | 6.9 |
|
| 2780 |
2780
Contravisory Investment Management
Norwell,
Massachusetts
| $552M | -$14.5M | -3% | 0.69% | 135% | 497 | 30.78% | 1.5 |
|
| 2781 |
2781
Technology Crossover Management XI
Menlo Park,
California
| $551M | +$18M | +3% | 3.84% | 135% | 2 | 0% | 2.9 |
|
| 2782 |
2782
Wiser Wealth Management
Marietta,
Georgia
| $550M | +$27.6M | +5% | 1.23% | 53% | 82 | 19.51% | 2.3 |
|
| 2783 |
MWM
2783
Mascoma Wealth Management
Hanover,
New Hampshire
| $550M | +$10.8M | +2% | 0.71% | 43.7% | 676 | 27.37% | 3.4 |
|
| 2784 |
2784
New Republic Capital
Charlotte,
North Carolina
| $549M | +$115M | +27% | 4.2% | 107% | 424 | 20.05% | 1.7 |
|
| 2785 |
2785
Lantz Financial
Naperville,
Illinois
| $549M | +$3.19M | +0.6% | 1.47% | 74.3% | 272 | 9.19% | 3.7 |
|
| 2786 |
YLHM
2786
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $549M | +$21.6M | +4% | 5.78% | 144% | 94 | 12.77% | 2.3 |
|
| 2787 |
2787
Leverty Financial Group
Hudson,
Wisconsin
| $549M | +$34.4M | +7% | 0.35% | 57.3% | 51 | 9.8% | 2.5 |
|
| 2788 |
2788
Harbour Capital Advisors
Tysons Corner,
Virginia
| $548M | -$676K | -0.1% | 0.19% | 168% | 335 | 23.58% | 3.2 |
|
| 2789 |
2789
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $548M | +$18.1M | +3% | 1.71% | 70.7% | 248 | 14.92% | 2.1 |
|
| 2790 |
VHMC
2790
Value Holdings Management Company
Hampton Bays,
New York
| $548M | -$50.1M | -8% | 5.59% | 110% | 27 | 18.52% | 7.7 |
|
| 2791 |
2791
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $548M | +$17.9M | +3% | 0.12% | 60.6% | 187 | 12.83% | 2.1 |
|
| 2792 |
2792
Blue Owl Capital Holdings
New York
| $548M | -$117M | -18% | 11.6% | 118% | 93 | 33.33% | 1.1 |
|
| 2793 |
2793
Bricktown Capital
Detroit,
Michigan
| $548M | -$5.88M | -1% | 0.23% | 46.2% | 30 | 6.67% | 2.3 |
|
| 2794 |
2794
Chemung Canal Trust
Elmira,
New York
| $547M | +$5.51M | +1% | 2.94% | 93.4% | 116 | 6.9% | 8.6 |
|
| 2795 |
2795
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $546M | +$2.19M | +0.4% | 1.02% | 59.2% | 63 | 3.17% | 5.9 |
|
| 2796 |
2796
Acumen Wealth Advisors
Chattanooga,
Tennessee
| $546M | +$74.4M | +16% | 1.49% | – | 738 | 39.02% | 0.4 |
|
| 2797 |
PPI
2797
Platinum Paramount Investment
Nassau,
| $546M | -$158M | -22% | 11% | – | 4 | 25% | 0.4 |
|
| 2798 |
2798
MBM Wealth Consultants
Chesterfield,
Missouri
| $546M | +$27.1M | +5% | 0.7% | 57.1% | 125 | 6.4% | 4.2 |
|
| 2799 |
2799
Global Wealth Strategies & Associates
Denver,
Colorado
| $546M | +$18M | +3% | 0% | 68.7% | 115 | 16.52% | 2.3 |
|
| 2800 |
2800
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $545M | +$3.22M | +0.6% | 6.52% | 93.1% | 221 | 10.41% | 2 |
|