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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $213M | -$2.31M | -1% | 1.24% | 151% | 116 | 26.72% | 1.9 |
|
| 3252 |
3252
Monument Group Wealth Advisors
Concord,
Massachusetts
| $213M | +$4.5M | +2% | 0.64% | 68.6% | 51 | 19.61% | 2 |
|
| 3253 |
3253
ELCO Management
New York
| $213M | -$19.1M | -8% | 1.99% | 98.3% | 189 | 17.46% | 4.2 |
|
| 3254 |
3254
Values First Advisors
Gray,
Tennessee
| $213M | -$6.26M | -3% | 2.82% | 87.6% | 195 | 12.31% | 3.1 |
|
| 3255 |
3255
Vaughan & Co Securities
Ridgewood,
New Jersey
| $213M | -$1.93M | -0.9% | 1.03% | 70.7% | 65 | 12.31% | 4.4 |
|
| 3256 |
3256
Islay Capital Management
Lubbock,
Texas
| $213M | -$3.77M | -2% | 3.37% | 72% | 235 | 61.28% | 3.8 |
|
| 3257 |
SPI
3257
Sutton Place Investors
Katonah,
New York
| $212M | +$5.84M | +3% | 1.73% | 84% | 158 | 10.13% | 2.2 |
|
| 3258 |
3258
Destiny Capital
Golden,
Colorado
| $212M | -$2.83M | -1% | 0.89% | 60.5% | 63 | 9.52% | 2.5 |
|
| 3259 |
3259
BFI Infinity
Zurich,
Switzerland
| $212M | -$125M | -37% | 3.6% | – | 79 | 27.85% | 0.9 |
|
| 3260 |
3260
Commerce Advisors
Memphis,
Tennessee
| $212M | +$27.9M | +15% | 1.91% | – | 137 | 13.14% | 0.4 |
|
| 3261 |
HFS
3261
Hoge Financial Services
Canonsburg,
Pennsylvania
| $212M | +$2.79M | +1% | 0.4% | 60.8% | 88 | 14.77% | 1.8 |
|
| 3262 |
3262
Hager Investment Management Services
New London,
New Hampshire
| $212M | -$5.77M | -3% | 1.55% | – | 374 | 11.76% | 1.3 |
|
| 3263 |
3263
Crown Oak Advisors
Piedmont,
California
| $212M | -$3.11M | -1% | 0.9% | 53.3% | 23 | 0% | 2.5 |
|
| 3264 |
3264
Rareview Capital
Las Vegas,
Nevada
| $212M | +$32.7M | +18% | 4.81% | 28.6% | 62 | 20.97% | 1.2 |
|
| 3265 |
3265
Gouws Capital LLC
Charlotte,
North Carolina
| $212M | -$3.37M | -2% | 0.44% | 114% | 56 | 7.14% | 3.5 |
|
| 3266 |
3266
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| $211M | -$1.4M | -0.7% | 0.11% | – | 95 | 15.79% | 0.6 |
|
| 3267 |
3267
Code Waechter
Tampa,
Florida
| $211M | +$18.1M | +9% | 0.57% | – | 132 | 8.33% | 1.4 |
|
| 3268 |
SBCM
3268
Silverberg Bernstein Capital Management
Armonk,
New York
| $211M | -$49.7M | -19% | 10.3% | 133% | 71 | 14.08% | 2.4 |
|
| 3269 |
3269
AUA Capital Management
Camp Hill,
Pennsylvania
| $211M | -$4.52M | -2% | 1.88% | 70.2% | 85 | 7.06% | 7.2 |
|
| 3270 |
3270
Shearwater Capital
Denver,
Colorado
| $211M | +$1.73M | +0.8% | 2.13% | 74.4% | 71 | 8.45% | 2.9 |
|
| 3271 |
3271
Arta Finance Wealth Management
Mountain View,
California
| $211M | -$22.5M | -10% | 3.43% | – | 116 | 18.97% | 0.6 |
|
| 3272 |
3272
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| $211M | +$11.5M | +6% | 3.36% | – | 93 | 15.05% | 0.6 |
|
| 3273 |
3273
Insight Inv LLC
El Segundo,
California
| $210M | -$1.71M | -0.8% | 1.29% | 139% | 111 | 4.5% | 3.5 |
|
| 3274 |
3274
Client First Investment Management
West Bend,
Wisconsin
| $210M | -$27.2M | -11% | 3.48% | 243% | 37 | 59.46% | 0.8 |
|
| 3275 |
3275
William Marsh Rice University
Houston,
Texas
| $210M | -$9.13M | -4% | 2.22% | 1.81% | 2 | 0% | 5.8 |
|