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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, 2,961 funds (~33%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Meadowbrook Wealth Management
Garden City,
New York
| $95.4M | +$2.57M | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 2852 |
2852
York GP
Grand Cayman,
Cayman Islands
| $95.2M | -$31.2M | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 2853 |
2853
WealthSpring Partners
Long Beach,
California
| $94.4M | -$21.9M | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 2854 |
2854
Measured Risk Portfolios
San Diego,
California
| $93.8M | -$18.6M | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 2855 |
2855
FSR Wealth Management
Elmhurst,
Illinois
| $92.9M | +$5.19M | +6% | 2.92% | – | 42 | 19.05% | 0.8 |
|
| 2856 |
2856
Capitol Family Office
Beaverton,
Oregon
| $92.9M | -$1.79M | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|
| 2857 |
HCM
2857
Helios Capital Management
Singapore
| $91.9M | -$10.5M | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|
| 2858 |
2858
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $90.1M | -$168M | -65% | 2.26% | – | 307 | 87.95% | 0.2 |
|
| 2859 |
MA
2859
McGrath & Associates
Asheville,
North Carolina
| $89.8M | +$13.1M | +17% | 0.96% | – | 44 | 27.27% | 1.1 |
|
| 2860 |
2860
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $89.6M | +$16.3M | +22% | 1.97% | 96.9% | 404 | 20.54% | 1.7 |
|
| 2861 |
2861
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $89.6M | -$12.3M | -12% | 1.42% | 65.5% | 73 | 20.55% | 2.1 |
|
| 2862 |
2862
Walleye Partners
Madison,
Wisconsin
| $89M | +$1.27M | +1% | 0.72% | – | 64 | 15.63% | 0.6 |
|
| 2863 |
GBA
2863
Garrison Bradford & Associates
New York
| $88.1M | -$4.07M | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|
| 2864 |
2864
John W. Brooker & Co
Oakland,
California
| $88M | +$5.19M | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|
| 2865 |
AIS
2865
Altium Investment Strategies
Wesley Chapel,
Florida
| $87.4M | +$18M | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 2866 |
2866
Vermillion Wealth Management
Rosemount,
Minnesota
| $87.4M | -$339M | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 2867 |
2867
Courant Investment Management
Franklin,
Tennessee
| $87.2M | -$15.8M | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 2868 |
2868
Pictet Bank & Trust
Nassau,
Bahamas
| $85.5M | -$7.81M | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 2869 |
2869
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $84.1M | -$33.8M | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 2870 |
2870
Centennial Advisors
Austin,
Texas
| $83.7M | -$139K | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 2871 |
2871
Pensionfund Sabic
Sittard,
Netherlands
| $82.9M | -$10.6M | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 2872 |
WPA
2872
WIT Partners Advisory
Singapore
| $82.3M | -$131M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 2873 |
2873
ProCore Advisors
Newport Beach,
California
| $82.2M | +$1.44M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|
| 2874 |
2874
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $81.2M | -$106M | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 2875 |
2875
LDR Capital Management
New York
| $81M | -$5.69M | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|