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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, 4,696 funds (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Brown Financial Advisory
Fairhope,
Alabama
| $240M | +$643K | +0.3% | 0.36% | 73.2% | 50 | 8% | 3.1 |
|
| 3027 |
3027
Clarity Capital Advisors
Lakewood Ranch,
Florida
| $240M | +$1.43M | +0.6% | 0.1% | 57.9% | 97 | 5.15% | 2.4 |
|
| 3028 |
3028
Corecam Pte Ltd
Singapore,
| $240M | -$24.2M | -9% | 4.94% | 93.6% | 89 | 19.1% | 0.8 |
|
| 3029 |
LS
3029
LCW Services
Virginia Beach,
Virginia
| $240M | +$10.1M | +4% | 1.16% | – | 42 | 7.14% | 0.7 |
|
| 3030 |
3030
JW Asset Management
Miami Beach,
Florida
| $240M | -$80.2M | -25% | 17.4% | 251% | 32 | 43.75% | 1.2 |
|
| 3031 |
3031
Socha Financial Group
Corning,
New York
| $240M | -$6.22M | -3% | 0.3% | 88.4% | 15 | 20% | 2.8 |
|
| 3032 |
3032
Catalyst Private Wealth
San Mateo,
California
| $239M | +$32.4M | +16% | 12.9% | 120% | 107 | 24.3% | 2.9 |
|
| 3033 |
3033
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $239M | -$827K | -0.3% | 0.24% | 68.7% | 57 | 14.04% | 2.5 |
|
| 3034 |
3034
Econ Financial Services
Harrisburg,
Pennsylvania
| $239M | +$25.1M | +12% | 4.5% | 16.9% | 115 | 63.48% | 0.6 |
|
| 3035 |
3035
Olistico Wealth
Tulsa,
Oklahoma
| $239M | +$5.29M | +2% | 2.7% | 108% | 367 | 12.53% | 1.4 |
|
| 3036 |
3036
Bright Financial Advisors
Portage,
Michigan
| $239M | +$149K | +0.1% | 0.34% | – | 73 | 2.74% | 1.8 |
|
| 3037 |
3037
Brighton Securities
Rochester,
New York
| $239M | +$6.14M | +3% | 0.51% | – | 57 | 28.07% | 1.2 |
|
| 3038 |
3038
One Plus One Wealth Management
Jupiter,
Florida
| $239M | +$7.15M | +3% | 2.87% | 71.9% | 97 | 11.34% | 2.9 |
|
| 3039 |
3039
International Private Wealth Advisors
San Diego,
California
| $239M | +$44.6M | +23% | 1.15% | 63.4% | 185 | 16.76% | 1.4 |
|
| 3040 |
3040
Ryan Investment Management
Basalt,
Colorado
| $239M | +$17.8M | +8% | 0.32% | – | 46 | 41.3% | 0.5 |
|
| 3041 |
3041
Blue Sky Capital Consultants Group
Poway,
California
| $239M | +$4.73M | +2% | 7.41% | – | 81 | 11.11% | 1.2 |
|
| 3042 |
3042
Sustainable Insight Capital Management
New York
| $238M | +$5.32M | +2% | 4.01% | 168% | 104 | 44.23% | 1.5 |
|
| 3043 |
3043
Oasis Advisors
Forest City,
Iowa
| $238M | +$84.3M | +55% | 0.12% | – | 93 | 50.54% | 0.2 |
|
| 3044 |
3044
Brucke Financial
Indianapolis,
Indiana
| $238M | +$13.3M | +6% | 2.36% | – | 202 | 21.78% | 1.1 |
|
| 3045 |
3045
10Elms LLP
Tulsa,
Oklahoma
| $238M | +$1.85M | +0.8% | 0.97% | – | 571 | 16.11% | 1.3 |
|
| 3046 |
3046
Saxony Capital Management
St. Louis,
Missouri
| $238M | +$19.8M | +9% | 3.06% | 90% | 215 | 24.19% | 1.3 |
|
| 3047 |
FCFC
3047
First Citizens Financial Corp
Mason City,
Iowa
| $238M | -$1.26M | -0.5% | 0.45% | 72.9% | 142 | 5.63% | 3.9 |
|
| 3048 |
NFL
3048
Nova Financial LLC
Tucson,
Arizona
| $238M | – | – | 2.88% | – | 865 | – | 0 |
|
| 3049 |
3049
Wealth Science Advisors
Alpharetta,
Georgia
| $238M | +$12.9M | +6% | 0.01% | – | 98 | 19.39% | 0.6 |
|
| 3050 |
3050
Truxt Investmentos
Rio De Janeiro,
Brazil
| $238M | +$151M | +174% | 2.33% | – | 34 | 85.29% | 0.1 |
|