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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
NWMP
3151
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $223M | +$496 | +0% | 1.51% | – | 881 | 22.47% | 1 |
|
| 3152 |
3152
Acasta Partners UK
London,
| $223M | +$33.7M | +18% | 0.73% | – | 23 | 26.09% | 0.5 |
|
| 3153 |
3153
Broadway Wealth Solutions
San Antonio,
Texas
| $223M | +$8.94M | +4% | 0.54% | – | 96 | 12.5% | 1.4 |
|
| 3154 |
3154
StoryOne LLC
Overland Park,
Kansas
| $223M | +$11.3M | +5% | 0.68% | – | 87 | 18.39% | 0.6 |
|
| 3155 |
3155
Grant Private Wealth Management
Pleasanton,
California
| $223M | -$14.2M | -6% | 7.19% | – | 190 | 31.58% | 0.9 |
|
| 3156 |
3156
Two Point Capital Management
Pittsford,
New York
| $223M | -$25.5M | -10% | 0.32% | – | 32 | 12.5% | 2.9 |
|
| 3157 |
3157
Alchemi Wealth
Essex,
Connecticut
| $223M | +$9.19M | +4% | 4.74% | – | 178 | 11.24% | 0.7 |
|
| 3158 |
3158
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| $223M | +$8.39M | +4% | 0.64% | – | 399 | 7.27% | 1.4 |
|
| 3159 |
3159
Center For Asset Management
Palm Beach Gardens,
Florida
| $222M | -$3.09M | -1% | 0.45% | 66.6% | 189 | 25.93% | 2.1 |
|
| 3160 |
3160
Apricus Wealth
Beaufort,
South Carolina
| $222M | +$12.6M | +6% | 2.86% | 80.6% | 141 | 17.73% | 2.8 |
|
| 3161 |
LF
3161
Lighthouse Financial
Largo,
Florida
| $222M | +$29.2M | +15% | 1.62% | – | 98 | 20.41% | 1.1 |
|
| 3162 |
3162
Burrus Financial Services
Salt Lake City,
Utah
| $222M | -$8.63M | -4% | 2.16% | 31.3% | 11 | 0% | 2.5 |
|
| 3163 |
3163
Sitrin Capital Management
Century City,
California
| $222M | -$4M | -2% | 5.06% | 139% | 41 | 7.32% | 4.8 |
|
| 3164 |
3164
Meriwether Wealth & Planning
Minden,
Louisiana
| $222M | +$19.9M | +10% | 0.4% | – | 874 | 86.27% | 0.2 |
|
| 3165 |
CH
3165
Cromwell Holdings
Jackson,
Wyoming
| $222M | -$1.28M | -0.6% | 4.49% | – | 1,137 | 3.78% | 1.6 |
|
| 3166 |
3166
Solano Wealth Investment Advisors
Fairfield,
California
| $221M | +$1.65M | +0.7% | 0% | – | 38 | 7.89% | 1.5 |
|
| 3167 |
1GI
3167
180 GPS Investments
St Peter Port,
| $221M | +$86M | +64% | 0.35% | – | 39 | 48.72% | 0.4 |
|
| 3168 |
SIAIK
3168
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| $221M | +$2.54M | +1% | 1.02% | – | 106 | 11.32% | 0.7 |
|
| 3169 |
3169
Bull Street Advisors
Savannah,
Georgia
| $221M | +$2.22M | +1% | 2.73% | 48.5% | 96 | 5.21% | 6.1 |
|
| 3170 |
3170
Kennicott Capital Management
Corte Madera,
California
| $221M | +$5.35M | +2% | 1.21% | 98% | 49 | 6.12% | 3.6 |
|
| 3171 |
3171
Seven Bridges Advisors
New York
| $221M | +$13.8M | +7% | 1.08% | – | 17 | 5.88% | 1.3 |
|
| 3172 |
3172
Summit Place Financial Advisors
Summit,
New Jersey
| $221M | -$7.18M | -3% | 2.6% | 111% | 124 | 16.94% | 3.1 |
|
| 3173 |
3173
Wealth Forward LLC
Fargo,
North Dakota
| $221M | +$20.1M | +10% | 1.02% | 48.8% | 55 | 20% | 1.8 |
|
| 3174 |
3174
Comprehensive Wealth Management
Lynnwood,
Washington
| $221M | +$1.98M | +0.9% | 1.26% | 40.6% | 44 | 2.27% | 2.1 |
|
| 3175 |
3175
Grove Street Fiduciary
Peterborough,
New Hampshire
| $221M | -$16.1M | -7% | 1.21% | – | 80 | 10% | 1.4 |
|