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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
CWAG
3001
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $489M | -$6.48M | -1% | 0.69% | 76.1% | 91 | 8.79% | 5 |
|
| 3002 |
NI
3002
Naria Inc
Nassau,
Bahamas
| $489M | -$23.9M | -5% | 4.65% | – | 1 | 0% | 1.8 |
|
| 3003 |
3003
Marathon Capital Management
Hunt Valley,
Maryland
| $488M | -$5.56M | -1% | 0.65% | 74% | 195 | 10.77% | 3.5 |
|
| 3004 |
TAA
3004
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $488M | -$135M | -22% | 1.68% | 312% | 47 | 53.19% | 1 |
|
| 3005 |
3005
Hourglass Capital
Houston,
Texas
| $488M | -$20.4M | -4% | 2.87% | 94.4% | 133 | 10.53% | 4.6 |
|
| 3006 |
3006
Rempart Asset Management
Montreal,
Canada
| $488M | $0 | 0% | 3.54% | 70.5% | 36 | 0% | 4.8 |
|
| 3007 |
FFG
3007
Fortem Financial Group
Palm Desert,
California
| $487M | -$2.98M | -0.6% | 1.62% | 183% | 199 | 10.05% | 2.7 |
|
| 3008 |
3008
Renaissance Investment Group
Lenox,
Massachusetts
| $487M | -$21.1M | -4% | 1.74% | 110% | 86 | 12.79% | 7.6 |
|
| 3009 |
3009
Cornerstone Planning
Charlotte,
North Carolina
| $487M | +$55M | +13% | 0.72% | – | 143 | 5.59% | 1.3 |
|
| 3010 |
EOFM
3010
Eschaton Opportunities Fund Management
Miami,
Florida
| $487M | -$554M | -53% | 13.2% | – | 7 | 28.57% | 0.6 |
|
| 3011 |
3011
Old Mission Investment Co
Traverse City,
Michigan
| $487M | +$6.08M | +1% | 2.22% | 82% | 170 | 9.41% | 3.6 |
|
| 3012 |
3012
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $487M | -$2.81M | -0.6% | 0.31% | 84.4% | 651 | 8.45% | 2 |
|
| 3013 |
3013
Financial & Tax Architects
St Louis,
Missouri
| $486M | +$12.2M | +3% | 0.22% | 50.2% | 130 | 31.54% | 2.2 |
|
| 3014 |
3014
Poehling Capital Management
Madison,
Wisconsin
| $486M | +$20.1M | +4% | 5.54% | 83% | 177 | 13.56% | 3.7 |
|
| 3015 |
3015
Copper Harbor Investment Advisors
Appleton,
Wisconsin
| $486M | +$13.6M | +3% | 0.76% | – | 103 | 11.65% | 0.2 |
|
| 3016 |
3016
Mason & Associates (Virginia)
Newport News,
Virginia
| $486M | +$5.4M | +1% | 0.99% | – | 47 | 8.51% | 1.8 |
|
| 3017 |
3017
Centennial Wealth Advisory
Traverse City,
Michigan
| $486M | +$22.3M | +5% | 0.73% | 63% | 196 | 8.16% | 2.1 |
|
| 3018 |
3018
Simcoe Capital Management
New York
| $485M | -$64M | -12% | 1.68% | 39.8% | 20 | 30% | 0.7 |
|
| 3019 |
3019
Sector Gamma AS
Oslo,
Norway
| $485M | +$24M | +5% | 9.01% | 61.8% | 47 | 27.66% | 2.8 |
|
| 3020 |
3020
Sixth Street Partners
Dallas,
Texas
| $485M | -$94.4M | -16% | 2.9% | 10.1% | 7 | 14.29% | 3.3 |
|
| 3021 |
3021
Bill Few Associates
Pittsburgh,
Pennsylvania
| $485M | +$14.6M | +3% | 1.81% | 91.5% | 242 | 9.5% | 2.8 |
|
| 3022 |
3022
Erste Towarzystwo Funduszy Inwestycyjnych
Poznan,
| $484M | +$85M | +21% | 5.42% | – | 40 | 27.5% | 0.4 |
|
| 3023 |
3023
Montis Financial
Waltham,
Massachusetts
| $484M | -$4.71M | -1% | 0.73% | 53.8% | 157 | 7.01% | 2.7 |
|
| 3024 |
3024
Collective Family Office
York,
Pennsylvania
| $484M | -$4.82M | -1% | 0.81% | 52.5% | 167 | 6.59% | 3.9 |
|
| 3025 |
3025
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $484M | -$3.04M | -0.6% | 0.09% | 60.5% | 157 | 9.55% | 2.6 |
|