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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
GIL
3076
Go Invest LLC
West Jordan,
Utah
| $473M | +$47M | +11% | 0.53% | – | 137 | 28.47% | 0.6 |
|
| 3077 |
SWG
3077
Summit Wealth Group
White River Junction,
Vermont
| $472M | -$17.9M | -4% | 1.24% | 56.7% | 131 | 7.63% | 2.4 |
|
| 3078 |
3078
Brand Asset Management Group
Chesterfield,
Missouri
| $472M | +$19.7M | +4% | 0.11% | 77.3% | 252 | 20.24% | 2.6 |
|
| 3079 |
3079
Uniting Wealth Partners
Mission,
Kansas
| $472M | -$20.5M | -4% | 0.41% | – | 237 | 17.72% | 0.9 |
|
| 3080 |
ASG
3080
Advisory Solutions Group
Plymouth,
Minnesota
| $472M | +$177M | +60% | 0.85% | – | 304 | 35.86% | 0.2 |
|
| 3081 |
3081
General Electric
Evendale,
Ohio
| $472M | +$103M | +28% | 29.4% | 23.2% | 2 | 0% | 2.4 |
|
| 3082 |
3082
Leo Wealth LLC
Hurst,
Texas
| $471M | – | – | 0.91% | – | 269 | – | 1.8 |
|
| 3083 |
3083
Westmount Partners
Los Angeles,
California
| $471M | +$14.3M | +3% | 5.35% | 123% | 296 | 12.16% | 2.4 |
|
| 3084 |
3084
Natural Investments
Windsor,
California
| $471M | +$16M | +4% | 2.88% | – | 327 | 13.15% | 1.1 |
|
| 3085 |
3085
Outlook Wealth Advisors
Shenandoah,
Texas
| $470M | +$7.57M | +2% | 1.35% | 76% | 329 | 12.16% | 2.5 |
|
| 3086 |
3086
Cerity Partners Retirement Plan Advisors
New York
| $470M | +$230M | +96% | 0.46% | – | 72 | 59.72% | 0.2 |
|
| 3087 |
3087
Accretive Wealth Partners
Parsippany,
New Jersey
| $470M | +$57.9M | +14% | 1.66% | 64.4% | 190 | 14.21% | 3.1 |
|
| 3088 |
3088
Highland Financial Advisors
Wayne,
New Jersey
| $469M | +$14.8M | +3% | 0.58% | 70% | 83 | 13.25% | 2.3 |
|
| 3089 |
3089
ArchPoint Investors
Coral Gables,
Florida
| $469M | -$4.04M | -0.9% | 0.15% | 106% | 82 | 7.32% | 4.3 |
|
| 3090 |
3090
Three Bridge Wealth Advisors
Los Altos,
California
| $469M | +$69.4M | +17% | 1.52% | 162% | 583 | 85.08% | 0.5 |
|
| 3091 |
3091
Hussman Strategic Advisors
Ellicott City,
Maryland
| $469M | +$34.6M | +8% | 2.44% | 43.1% | 319 | 45.14% | 1.8 |
|
| 3092 |
3092
Wood Tarver Financial Group
Boise,
Idaho
| $468M | +$44.8M | +11% | 0.09% | – | 182 | 11.54% | 1.4 |
|
| 3093 |
LAI
3093
Legal Advantage Investments
Los Altos Hills,
California
| $468M | +$183M | +64% | 0.89% | 116% | 87 | 16.09% | 3 |
|
| 3094 |
3094
Ipswich Investment Management
Beverly,
Massachusetts
| $468M | -$5.46M | -1% | 3.61% | 104% | 196 | 8.16% | 6.7 |
|
| 3095 |
3095
Whitcomb & Hess
Ashland,
Ohio
| $467M | +$3.93M | +0.8% | 0.07% | 54% | 69 | 10.14% | 3.3 |
|
| 3096 |
3096
VELA Investment Management
New Albany,
Ohio
| $467M | +$7.72M | +2% | 0.89% | 58.8% | 187 | 24.06% | 2.1 |
|
| 3097 |
3097
Princeton Capital Management
Red Bank,
New Jersey
| $467M | +$23.2M | +5% | 7.13% | 206% | 150 | 7.33% | 4.2 |
|
| 3098 |
3098
Umpqua Bank
Lake Oswego,
Oregon
| $467M | +$20.6M | +5% | 3.08% | – | 174 | 7.47% | 2 |
|
| 3099 |
3099
Cadent Capital Advisors
Tulsa,
Oklahoma
| $466M | -$18.6M | -4% | 1% | 106% | 224 | 26.79% | 2.2 |
|
| 3100 |
3100
PCG Wealth Advisors
Overland Park,
Kansas
| $466M | +$18M | +4% | 1.06% | 92.6% | 198 | 14.65% | 1.8 |
|