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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $458M | +$15.6M | +4% | 1.57% | – | 177 | 10.17% | 3.4 |
|
| 3152 |
3152
Fusion Capital
Mt. Pleasant,
South Carolina
| $458M | +$27.2M | +6% | 2.04% | 108% | 119 | 17.65% | 3.7 |
|
| 3153 |
3153
Uncommon Cents Investing
Janesville,
Wisconsin
| $457M | -$4.17M | -0.9% | 0.16% | 91.4% | 218 | 2.29% | 5.4 |
|
| 3154 |
3154
Aspen Capital Management
Boise,
Idaho
| $457M | +$3.93M | +0.9% | 0.37% | – | 88 | 10.23% | 1.2 |
|
| 3155 |
3155
Warner Group
Madison,
Connecticut
| $457M | +$50.7M | +12% | 0.45% | – | 142 | 11.97% | 0.6 |
|
| 3156 |
3156
SWMG LLC
Fort Worth,
Texas
| $457M | +$32.2M | +8% | 0.65% | 68.7% | 127 | 28.35% | 2 |
|
| 3157 |
3157
Peavine Capital
Reno,
Nevada
| $457M | -$14.9M | -3% | 1.18% | 30.8% | 10 | 20% | 6.5 |
|
| 3158 |
3158
Proathlete Wealth Management
Boca Raton,
Florida
| $457M | +$52.5M | +13% | 1.91% | 73.9% | 1,241 | 77.2% | 0.3 |
|
| 3159 |
MCM
3159
Magarian Capital Management
San Antonio,
Texas
| $457M | +$133M | +41% | 6.62% | – | 17 | 41.18% | 0.2 |
|
| 3160 |
3160
First Affirmative Financial Network
Colorado Springs,
Colorado
| $456M | – | – | 1.75% | – | 419 | – | 2 |
|
| 3161 |
3161
Mass General Brigham
Somerville,
Massachusetts
| $456M | +$95.2M | +26% | 1.01% | – | 10 | 50% | 0.8 |
|
| 3162 |
3162
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $456M | +$629K | +0.1% | 3.66% | 116% | 405 | 18.02% | 3.2 |
|
| 3163 |
PTB
3163
Pioneer Trust Bank
Salem,
Oregon
| $456M | +$15.1M | +3% | 4.85% | 75.7% | 94 | 12.77% | 7.7 |
|
| 3164 |
BWM
3164
Brown Wealth Management
Naperville,
Illinois
| $456M | +$8.61M | +2% | 0.46% | 51.2% | 144 | 13.19% | 1.8 |
|
| 3165 |
3165
AMJ Financial Wealth Management
Leesburg,
Virginia
| $456M | +$31.7M | +7% | 3.97% | 180% | 104 | 38.46% | 2 |
|
| 3166 |
3166
Shelter Mutual Insurance
Columbia,
Missouri
| $456M | -$17.1M | -4% | 1.12% | 53.4% | 58 | 3.45% | 7.8 |
|
| 3167 |
3167
Stokes Capital Advisors
Greenwood,
South Carolina
| $455M | -$11.5M | -2% | 0.01% | 61.3% | 125 | 11.2% | 3.5 |
|
| 3168 |
3168
Coleford Investment Management
Toronto, Ontario,
Canada
| $455M | -$3.06M | -0.7% | 1.58% | – | 23 | 4.35% | 1.4 |
|
| 3169 |
3169
Flagstone Financial Management
Lincoln,
Nebraska
| $455M | +$8M | +2% | 0.85% | 46.2% | 78 | 5.13% | 2.4 |
|
| 3170 |
DI
3170
Diligent Investors
Redlands,
California
| $455M | +$5.91M | +1% | 2.43% | 82.2% | 373 | 7.24% | 4.6 |
|
| 3171 |
3171
Able Wealth Management
Toms River,
New Jersey
| $455M | +$19M | +4% | 1.14% | 58.1% | 236 | 39.41% | 1 |
|
| 3172 |
3172
Freedom Day Solutions
Houston,
Texas
| $455M | +$2.87M | +0.6% | 0.32% | 86.6% | 146 | 17.12% | 3.1 |
|
| 3173 |
3173
Aurdan Capital Management
Wayne,
Pennsylvania
| $454M | +$60.3M | +15% | 0.67% | – | 109 | 10.09% | 1.3 |
|
| 3174 |
3174
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $454M | +$5.33M | +1% | 4.67% | 137% | 45 | 0% | 7.3 |
|
| 3175 |
3175
Atwater Malick
Lancaster,
Pennsylvania
| $454M | -$4.83M | -1% | 1.01% | 83.4% | 139 | 12.23% | 2.9 |
|