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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, 3,053 funds (~34%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
GBA
2951
Garrison Bradford & Associates
New York
| $88.1M | -$4.07M | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|
| 2952 |
2952
John W. Brooker & Co
Oakland,
California
| $88M | +$5.19M | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|
| 2953 |
AIS
2953
Altium Investment Strategies
Wesley Chapel,
Florida
| $87.4M | +$18M | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 2954 |
2954
Vermillion Wealth Management
Rosemount,
Minnesota
| $87.4M | -$339M | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 2955 |
2955
Courant Investment Management
Franklin,
Tennessee
| $87.2M | -$15.8M | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 2956 |
2956
Pictet Bank & Trust
Nassau,
Bahamas
| $85.5M | -$7.81M | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 2957 |
2957
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $84.1M | -$33.8M | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 2958 |
2958
Centennial Advisors
Austin,
Texas
| $83.7M | -$139K | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 2959 |
2959
Pensionfund Sabic
Sittard,
Netherlands
| $82.9M | -$10.6M | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 2960 |
WPA
2960
WIT Partners Advisory
Singapore
| $82.3M | -$131M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 2961 |
2961
ProCore Advisors
Newport Beach,
California
| $82.2M | +$1.44M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|
| 2962 |
2962
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $81.2M | -$106M | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 2963 |
2963
LDR Capital Management
New York
| $81M | -$5.69M | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|
| 2964 |
2964
Charis Legacy Partners
Bryan,
Texas
| $80.9M | -$420K | -0.5% | 2.02% | – | 29 | 3.45% | 1.4 |
|
| 2965 |
2965
Trium Capital
London,
United Kingdom
| $79.4M | -$83.1M | -51% | 8.97% | 215% | 73 | 54.79% | 0.7 |
|
| 2966 |
2966
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| $79.1M | -$3.97M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 2967 |
2967
Avory & Company
Miami,
Florida
| $78.9M | -$1.12M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 2968 |
2968
Alken Asset Management
London,
United Kingdom
| $78.5M | -$11.1M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 2969 |
2969
Stapp Wealth Management
Olympia,
Washington
| $77.2M | +$706K | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 2970 |
2970
Triad Investment Management
Newport Beach,
California
| $75.4M | -$15.3M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 2971 |
FCI
2971
Financial Counselors Inc
Overland Park,
Kansas
| $74M | +$1.32M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 2972 |
2972
Harrison Street Private Wealth
Denver,
Colorado
| $73M | +$2.06M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 2973 |
2973
Stronghold Wealth Management
Tampa,
Florida
| $72.4M | -$2.34M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 2974 |
2974
Lockerman Financial Group
Newport Beach,
California
| $69.7M | +$4.3M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 2975 |
2975
Andina Capital Management
Lehi,
Utah
| $69.4M | +$7.43M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|