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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
International City Management Association Retirement Corp
Washington,
District of Columbia
| $444M | +$214M | +93% | 0.83% | 48.1% | 17 | 76.47% | 0.7 |
|
| 3227 |
3227
Headwater Capital
Hong Kong,
China
| $444M | -$56M | -11% | 3.64% | – | 20 | 55% | 0.6 |
|
| 3228 |
DA
3228
DCF Advisers
Greenwich,
Connecticut
| $444M | -$122M | -21% | 1.63% | 379% | 111 | 22.52% | 2.4 |
|
| 3229 |
3229
E Fund Management (HK)
Central,
Hong Kong
| $444M | +$142M | +47% | 4.17% | 137% | 617 | 14.1% | 1 |
|
| 3230 |
3230
Dodds Wealth
Greenwood Village,
Colorado
| $444M | -$726K | -0.2% | 1.39% | 35.4% | 62 | 16.13% | 2.3 |
|
| 3231 |
3231
Westend Capital Management
Sausalito,
California
| $444M | +$6.61M | +2% | 7.54% | – | 268 | 31.34% | 2 |
|
| 3232 |
CSWG
3232
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $444M | +$2.53M | +0.6% | 1.06% | 76% | 68 | 13.24% | 4.2 |
|
| 3233 |
3233
Creative Capital Management Investments
San Diego,
California
| $444M | +$10.1M | +2% | 1.23% | 53.6% | 1,535 | 12.25% | 0.7 |
|
| 3234 |
LFGO
3234
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $444M | +$15M | +3% | 0.63% | 64.2% | 114 | 14.04% | 2.3 |
|
| 3235 |
3235
Boltwood Capital Management
Walnut Creek,
California
| $443M | +$6.9M | +2% | 0.78% | 63% | 200 | 6.5% | 6.5 |
|
| 3236 |
IPA
3236
Investment Planning Advisors
Cumming,
Georgia
| $443M | +$11.2M | +3% | 0.8% | – | 123 | 10.57% | 1.4 |
|
| 3237 |
AWA
3237
Aquire Wealth Advisors
South Jordan,
Utah
| $443M | +$6.54M | +1% | 0.25% | 60.2% | 56 | 7.14% | 3.1 |
|
| 3238 |
3238
Nalanda India Equity Fund
Mauritius
| $442M | +$65.6M | +17% | 18.3% | 13.6% | 1 | 0% | 7.8 |
|
| 3239 |
CC
3239
Checkpoint Capital
San Francisco,
California
| $442M | +$52.6M | +13% | 2.97% | 279% | 8 | 25% | 1.3 |
|
| 3240 |
3240
BWM Planning
The Woodlands,
Texas
| $442M | +$11M | +3% | 0.97% | – | 100 | 8% | 1.6 |
|
| 3241 |
3241
Continental Grain Company
New York
| $442M | -$6.29M | -1% | 2.96% | 18.5% | 4 | 0% | 3.4 |
|
| 3242 |
PA
3242
PSI Advisors
Tampa,
Florida
| $442M | +$11.3M | +3% | 1.42% | 65% | 163 | 14.11% | 3.2 |
|
| 3243 |
3243
West Branch Capital
Amherst,
Massachusetts
| $442M | +$11.5M | +3% | 4.56% | 156% | 394 | 11.42% | 3.9 |
|
| 3244 |
3244
Prasad Wealth Partners
Independence,
Ohio
| $441M | +$25.7M | +6% | 0.96% | – | 188 | 18.09% | 1.1 |
|
| 3245 |
3245
Peak Financial Management
Wellesley,
Massachusetts
| $441M | +$5.66M | +1% | 0.07% | 58.2% | 123 | 13.01% | 4.3 |
|
| 3246 |
3246
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $441M | +$70.2M | +19% | 0.58% | 49.9% | 1,363 | 61.41% | 0.8 |
|
| 3247 |
3247
G2 Capital Management
Columbus,
Ohio
| $441M | -$17.6M | -4% | 0.79% | 55.1% | 73 | 10.96% | 3 |
|
| 3248 |
3248
Astoria Strategic Wealth
Conroe,
Texas
| $441M | +$3.17M | +0.7% | 0.94% | 46.1% | 36 | 0% | 4.7 |
|
| 3249 |
3249
City State Bank
Norwalk,
Iowa
| $441M | +$4.49M | +1% | 0.2% | 79.1% | 892 | 12.44% | 3.3 |
|
| 3250 |
3250
Goodman Advisory Group
Needham,
Massachusetts
| $440M | +$5.39M | +1% | 3.17% | 101% | 171 | 63.16% | 0.7 |
|