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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Washington University
St Louis,
Missouri
| $524M | +$259M | +98% | 14.1% | 30.4% | 4 | 50% | 1.5 |
|
| 2877 |
2877
Barry Investment Advisors
New Bedford,
Massachusetts
| $524M | +$45.5M | +10% | 1.9% | 66.7% | 105 | 5.71% | 4.4 |
|
| 2878 |
2878
Long Walk Management
Greenwich,
Connecticut
| $523M | +$82.6M | +19% | 4.83% | 327% | 19 | 36.84% | 1 |
|
| 2879 |
2879
Moody Aldrich Partners
Marblehead,
Massachusetts
| $523M | -$33.5M | -6% | 4.55% | 312% | 215 | 35.35% | 1.5 |
|
| 2880 |
2880
Fielder Capital Group
Nashville,
Tennessee
| $523M | +$61M | +13% | 7.58% | 161% | 335 | 14.93% | 1.7 |
|
| 2881 |
2881
Smith & Howard Wealth Management
Atlanta,
Georgia
| $523M | +$19.8M | +4% | 1.38% | 43.8% | 112 | 19.64% | 4.4 |
|
| 2882 |
2882
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $522M | +$18.4M | +4% | 0.75% | 83.6% | 221 | 10.41% | 6.6 |
|
| 2883 |
2883
Beck Capital Management
Austin,
Texas
| $522M | -$21.1M | -4% | 0.39% | 284% | 154 | 15.58% | 2.1 |
|
| 2884 |
2884
Tempus Wealth Planning
Irvine,
California
| $522M | +$10.2M | +2% | 0.67% | 95% | 301 | 12.62% | 2.9 |
|
| 2885 |
2885
Optimize Financial
Laguna Hills,
California
| $521M | +$243M | +87% | 6.75% | – | 514 | 71.21% | 0.3 |
|
| 2886 |
2886
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $521M | -$7.98M | -2% | 2.52% | 60% | 78 | 5.13% | 4.7 |
|
| 2887 |
2887
Elite Wealth Management
Kirkland,
Washington
| $521M | +$184M | +54% | 11% | 182% | 53 | 22.64% | 2.9 |
|
| 2888 |
2888
Integris Wealth Management
Monterey,
California
| $520M | +$25.1M | +5% | 0.33% | 60.3% | 140 | 6.43% | 2.4 |
|
| 2889 |
2889
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
Skopje,
| $520M | +$2.61M | +0.5% | 0.74% | – | 12 | 0% | 0.3 |
|
| 2890 |
2890
Chapin Davis
Baltimore,
Maryland
| $520M | -$48.4M | -9% | 2.09% | 339% | 278 | 15.11% | 2.4 |
|
| 2891 |
2891
Next Level Private
Harrison,
New York
| $520M | +$9.29M | +2% | 1.21% | 95.9% | 190 | 9.47% | 2.4 |
|
| 2892 |
2892
Bulltick Wealth Management
Miami,
Florida
| $520M | +$29.4M | +6% | 3.87% | 69.1% | 156 | 21.15% | 1.6 |
|
| 2893 |
2893
Cat Rock Capital Management
Greenwich,
Connecticut
| $520M | +$88.7M | +21% | 0.1% | 66.8% | 7 | 0% | 2.4 |
|
| 2894 |
EGA
2894
E&G Advisors
Houston,
Texas
| $519M | +$1.55M | +0.3% | 0.68% | 97.7% | 256 | 6.64% | 3.4 |
|
| 2895 |
2895
Aries Wealth Management
Portland,
Maine
| $519M | +$10M | +2% | 4.03% | 87.7% | 254 | 8.27% | 3.3 |
|
| 2896 |
2896
Compton Financial Group
Towson,
Maryland
| $519M | +$78.9K | +0% | 2.07% | 39.4% | 90 | 12.22% | 2.1 |
|
| 2897 |
CWM
2897
Compass Wealth Management
Guilford,
Connecticut
| $519M | -$9.33M | -2% | 2.02% | 103% | 418 | 60.29% | 0.6 |
|
| 2898 |
2898
Oakmont Corp
Los Angeles,
California
| $518M | +$15.4M | +3% | 8.73% | 96% | 32 | 9.38% | 4.8 |
|
| 2899 |
2899
Total Clarity Wealth Management
St. Charles,
Illinois
| $518M | +$3.17M | +0.6% | 0.5% | 73.2% | 419 | 25.3% | 2 |
|
| 2900 |
2900
AMI Investment Management
Kendallville,
Indiana
| $518M | +$47.1M | +10% | 0.65% | 52% | 97 | 22.68% | 4.8 |
|