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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Valicenti Advisory Services
Elmira,
New York
| $531M | +$816K | +0.2% | 2.35% | 134% | 86 | 9.3% | 5.8 |
|
| 2852 |
2852
Frontier Asset Management
Sheridan,
Wyoming
| $530M | -$28.6M | -5% | 0.06% | 57.1% | 94 | 18.09% | 2.3 |
|
| 2853 |
TGY2IT
2853
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| $530M | +$19.6M | +4% | 0.73% | – | 147 | 74.83% | 0.3 |
|
| 2854 |
2854
Vickerman Investment Advisors
Spokane,
Washington
| $530M | +$14.4M | +3% | 1.47% | 53.1% | 103 | 3.88% | 3 |
|
| 2855 |
2855
Kirr Marbach & Co
Columbus,
Indiana
| $530M | -$64.3M | -11% | 6.67% | 121% | 61 | 13.11% | 4.7 |
|
| 2856 |
2856
Morton Community Bank
East Peoria,
Illinois
| $529M | +$38.3M | +8% | 0.19% | 67.7% | 126 | 11.11% | 2.2 |
|
| 2857 |
2857
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $529M | -$5.09M | -1% | 0.41% | 54.3% | 418 | 13.4% | 6.1 |
|
| 2858 |
2858
Trigran Investments
Northbrook,
Illinois
| $529M | -$16.1M | -3% | 1.23% | 44.7% | 19 | 15.79% | 3.5 |
|
| 2859 |
2859
Bright Rock Capital Management
Hanover,
Massachusetts
| $529M | +$30M | +6% | 6.08% | 53.1% | 80 | 18.75% | 5.3 |
|
| 2860 |
2860
Beacon Financial Advisory
Cleveland,
Ohio
| $529M | +$20.5M | +4% | 1.37% | 76.8% | 448 | 12.95% | 2.8 |
|
| 2861 |
2861
Waterway Wealth Management
The Woodlands,
Texas
| $528M | +$38.2M | +8% | 0.28% | 52.2% | 113 | 18.58% | 1.2 |
|
| 2862 |
2862
Prudent Investors Network
Lake Forest,
California
| $528M | +$11.5M | +2% | 1.51% | – | 94 | 10.64% | 2.2 |
|
| 2863 |
2863
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $528M | +$3.78M | +0.7% | 2.3% | 82.6% | 182 | 8.24% | 4.4 |
|
| 2864 |
2864
Aspire Capital Advisors
Seattle,
Washington
| $527M | +$13.9M | +3% | 2.04% | 68.6% | 146 | 13.01% | 2 |
|
| 2865 |
2865
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $527M | +$92.1M | +21% | 2.39% | 80% | 93 | 8.6% | 5.4 |
|
| 2866 |
2866
Brown Capital Management
Baltimore,
Maryland
| $527M | +$26.7M | +5% | 10.7% | 107% | 58 | 12.07% | 3.8 |
|
| 2867 |
2867
Adams Wealth Management
Logan,
Utah
| $527M | +$4.53M | +0.9% | 0.21% | 112% | 153 | 8.5% | 2.7 |
|
| 2868 |
2868
Highline Wealth Partners
Sherman Oaks,
California
| $527M | +$33.6M | +7% | 3.19% | 93.8% | 1,552 | 15.01% | 1.5 |
|
| 2869 |
2869
Wendel SE
Paris,
| $526M | +$7.56M | +1% | 1.46% | – | 1 | 0% | 1.5 |
|
| 2870 |
2870
Continental General Insurance Company
Austin,
Texas
| $526M | +$46.4M | +10% | 2.06% | 117% | 14 | 50% | 1 |
|
| 2871 |
2871
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $526M | +$12.6M | +2% | 1.52% | 150% | 80 | 26.25% | 2.6 |
|
| 2872 |
2872
Weaver Capital Management
Suwanee,
Georgia
| $525M | +$71.5M | +16% | 1.72% | 79.4% | 196 | 18.88% | 1.9 |
|
| 2873 |
2873
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $525M | +$2.16M | +0.4% | 1.89% | 82.6% | 203 | 14.29% | 6.4 |
|
| 2874 |
2874
Fulcrum Capital
Seattle,
Washington
| $525M | +$32M | +6% | 5.88% | 102% | 106 | 7.55% | 4.1 |
|
| 2875 |
2875
Bender Robert & Associates
Pasadena,
California
| $525M | +$43.4M | +9% | 9.61% | 146% | 49 | 26.53% | 1.5 |
|