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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Omni 360 Wealth
Plainsboro,
New Jersey
| $221M | +$4.23M | +2% | 0.09% | 59.9% | 143 | 7.69% | 2 |
|
| 3177 |
3177
Baugh & Associates
Atlanta,
Georgia
| $221M | -$5.37M | -2% | 3.43% | 98.8% | 42 | 2.38% | 6.3 |
|
| 3178 |
3178
Beech Hill Advisors
New York
| $220M | -$5.76M | -3% | 1.65% | 117% | 102 | 7.84% | 5.4 |
|
| 3179 |
3179
Charter Capital Management
Brookfield,
Wisconsin
| $220M | -$5.54M | -2% | 1.81% | – | 77 | 12.99% | 1 |
|
| 3180 |
3180
Founders Capital Management (Texas)
Houston,
Texas
| $220M | -$10.8M | -5% | 2.72% | 131% | 420 | 84.05% | 7.6 |
|
| 3181 |
3181
Stephenson & Company
San Clemente,
California
| $220M | +$6.63M | +3% | 1.12% | 47% | 63 | 26.98% | 1.6 |
|
| 3182 |
3182
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| $220M | +$20.9M | +10% | 2.71% | – | 185 | 12.43% | 1.3 |
|
| 3183 |
SCA
3183
Sander Capital Advisors
Seattle,
Washington
| $220M | +$30.9M | +16% | 19.8% | 113% | 13 | 15.38% | 5.9 |
|
| 3184 |
3184
Nipun Capital
Foster City,
California
| $220M | +$5.16M | +2% | 0.91% | 30.2% | 10 | 30% | 1.6 |
|
| 3185 |
SWP
3185
Semus Wealth Partners
Boca Raton,
Florida
| $220M | +$12.7M | +6% | 5% | 107% | 119 | 14.29% | 2.5 |
|
| 3186 |
3186
Gerber LLC
Columbus,
Ohio
| $220M | +$6.97M | +3% | 1.75% | 137% | 97 | 12.37% | 2.1 |
|
| 3187 |
3187
Echo45 Advisors
Walnut Creek,
California
| $219M | +$25.8M | +13% | 0.77% | 53.6% | 122 | 37.7% | 1.6 |
|
| 3188 |
WBWA
3188
William B. Walkup & Associates
Columbia,
South Carolina
| $219M | +$11.6M | +6% | 6.39% | – | 258 | 5.81% | 1.4 |
|
| 3189 |
3189
Essential Partners
Rancho Santa Fe,
California
| $219M | +$2.18M | +1% | 3.12% | – | 3,035 | 12.03% | 1 |
|
| 3190 |
3190
Bradley & Co Private Wealth Management
Miami,
Florida
| $219M | +$9.03M | +4% | 4.53% | – | 237 | 12.24% | 3.5 |
|
| 3191 |
3191
Avid Wealth Partners
San Antonio,
Texas
| $219M | +$12.3M | +6% | 0.7% | 93.7% | 88 | 22.73% | 1.3 |
|
| 3192 |
3192
Ayrshire Capital Management
Westport,
Connecticut
| $219M | +$5.29M | +2% | 1.53% | 84.8% | 54 | 14.81% | 3.4 |
|
| 3193 |
MH
3193
Mishpacha Holdings
Road Town,
| $219M | -$47.7M | -18% | 11.6% | – | 5 | 40% | 0.4 |
|
| 3194 |
3194
Draper Asset Management
Smithtown,
New York
| $219M | +$20.8M | +11% | 10.2% | 187% | 21 | 28.57% | 2.7 |
|
| 3195 |
3195
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $218M | +$3.95M | +2% | 1.43% | 64.3% | 135 | 12.59% | 2.7 |
|
| 3196 |
SCM
3196
Sunbeam Capital Management
Atlanta,
Georgia
| $218M | -$508K | -0.2% | 3.1% | – | 128 | 9.38% | 1.3 |
|
| 3197 |
CIA
3197
Citadel Investment Advisory
Chesterland,
Ohio
| $218M | -$2.03M | -0.9% | 1.1% | 66.1% | 77 | 2.6% | 5.1 |
|
| 3198 |
3198
CAP Partners LLC
Franklin,
Tennessee
| $218M | +$13.7M | +7% | 4.05% | 97% | 170 | 9.41% | 1.8 |
|
| 3199 |
3199
Canerector Inc
Toronto,
Ontario, Canada
| $218M | -$1.08M | -0.5% | 0.83% | – | 9 | 0% | 1.8 |
|
| 3200 |
3200
Wolff Wiese Magana
Carslbad,
California
| $218M | +$630K | +0.3% | 1.16% | 149% | 1,077 | 8.17% | 3.1 |
|