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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Guidance Capital
Lousville,
Kentucky
| $454M | -$13.3M | -3% | 1.24% | 63.7% | 238 | 8.4% | 1.8 |
|
| 3177 |
3177
CWS Financial Advisors
Kalamazoo,
Michigan
| $454M | +$3.5M | +0.8% | 0.72% | 55.7% | 176 | 5.68% | 3.6 |
|
| 3178 |
3178
Empirical Asset Management
Wellesley,
Massachusetts
| $454M | +$9.9M | +2% | 2.63% | 102% | 518 | 27.22% | 1.6 |
|
| 3179 |
3179
Mokosak Advisory Group
Urbandale,
Iowa
| $454M | -$7.87M | -2% | 2.99% | 59.2% | 43 | 11.63% | 4.2 |
|
| 3180 |
RS
3180
Retirement Solution
Redmond,
Washington
| $454M | +$229M | +102% | 1.62% | 77.3% | 66 | 22.73% | 2 |
|
| 3181 |
3181
MIO Partners
New York
| $454M | +$82.1M | +22% | 2.12% | – | 6 | 33.33% | 0.6 |
|
| 3182 |
3182
Syquant Capital SAS
Paris,
France
| $453M | +$6.27M | +1% | 6.4% | 160% | 71 | 61.97% | 0.3 |
|
| 3183 |
3183
Sollinda Capital Management
Miami,
Florida
| $453M | -$15M | -3% | 0.52% | 37.4% | 93 | 20.43% | 1.7 |
|
| 3184 |
3184
Boston Research & Management
Manchester,
Massachusetts
| $453M | +$722K | +0.2% | 2.46% | 63.6% | 124 | 4.84% | 8.9 |
|
| 3185 |
3185
Briaud Financial Planning
College Station,
Texas
| $453M | +$73.1M | +19% | 5.67% | 113% | 46 | 13.04% | 2.1 |
|
| 3186 |
3186
Medina Value Partners
Los Angeles,
California
| $453M | -$57.1M | -11% | 2.34% | 83% | 34 | 50% | 0.7 |
|
| 3187 |
3187
Brown, Lisle/Cummings
Providence,
Rhode Island
| $453M | +$7.22M | +2% | 3.36% | 82.3% | 1,081 | 4.63% | 2.5 |
|
| 3188 |
3188
Virtus Investment Advisers
Hartford,
Connecticut
| $453M | +$23.6M | +5% | 7.31% | 195% | 506 | 17.98% | 1.1 |
|
| 3189 |
3189
Level Financial Advisors
East Amherst,
New York
| $453M | +$5.01M | +1% | 1.07% | 44% | 99 | 12.12% | 3.3 |
|
| 3190 |
3190
Seven Springs Wealth Group
Brentwood,
Tennessee
| $452M | -$5.6M | -1% | 0.39% | 62.6% | 89 | 8.99% | 3.9 |
|
| 3191 |
3191
Global Assets Advisory
Orlando,
Florida
| $452M | -$6M | -1% | 2.64% | 95.9% | 341 | 15.25% | 1 |
|
| 3192 |
3192
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $452M | +$31.5M | +8% | 2.38% | 73.9% | 192 | 11.46% | 3.8 |
|
| 3193 |
3193
Progressive Investment Management
Lake Oswego,
Oregon
| $452M | -$2.86M | -0.6% | 3.14% | 139% | 56 | 0% | 5.1 |
|
| 3194 |
3194
DG Capital Management
New York
| $451M | -$23.5M | -5% | 8.49% | 82% | 41 | 53.66% | 0.6 |
|
| 3195 |
MAM
3195
Mystic Asset Management
Warwick,
Rhode Island
| $451M | -$17M | -4% | 2.02% | 114% | 229 | 8.3% | 3.3 |
|
| 3196 |
3196
CGC Financial Services
Lake Oswego,
Oregon
| $451M | +$6.15M | +1% | 0.21% | 46% | 347 | 5.48% | 2.6 |
|
| 3197 |
3197
Prosperity Planning
Kansas City,
Missouri
| $451M | +$14.4M | +3% | 1% | 43.5% | 124 | 8.06% | 3.3 |
|
| 3198 |
CWM
3198
Cordatus Wealth Management
Newtown,
Pennsylvania
| $451M | -$4.73M | -1% | 4.99% | 108% | 196 | 32.65% | 1.7 |
|
| 3199 |
3199
Eldred Rock Partners
San Antonio,
Texas
| $451M | -$14.5M | -3% | 1.44% | 109% | 29 | 0% | 2.3 |
|
| 3200 |
3200
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $450M | -$17.8M | -4% | 2.44% | 38.5% | 38 | 2.63% | 7.8 |
|