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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.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
VM
3251
Venator Management
Pennsylvania
$440M -$3.84M -0.9% 0.91% 102% 31 25.81% 2.9
Apeiron RIA
3252
Apeiron RIA
Texas
$440M +$50.2M +13% 0.51% 68.5% 178 32.58% 2.8
Bay Harbor Wealth Management
3253
Bay Harbor Wealth Management
Maryland
$440M +$6.39M +1% 0.54% 52.9% 1,393 9.76% 1.6
Citizens & Northern Corp
3254
Citizens & Northern Corp
Pennsylvania
$440M +$2.18M +0.5% 2.46% 84.6% 127 20.47% 5.6
McMill Wealth Management
3255
McMill Wealth Management
Nebraska
$440M +$23M +6% 1.17% – 91 67.03% 0.8
EL
3256
EQ LLC
Washington
$440M +$32.6M +8% 0.36% 80% 94 11.7% 2.5
Hikari Power
3257
Hikari Power
Japan
$439M -$416M -49% 1.69% 53.9% 45 24.44% 6.8
CWM
3258
Capital Wealth Management
Rhode Island
$439M +$22.7M +5% 0.01% 51.3% 43 16.28% 3.9
Colony Family Offices
3259
Colony Family Offices
North Carolina
$438M -$17.5M -4% 0.28% 53.9% 67 10.45% 3.4
Strategic Investment Management
3260
Strategic Investment Management
Virginia
$437M +$147M +51% 0.22% 53.4% 19 26.32% 4
Wakefield Asset Management
3261
Wakefield Asset Management
Colorado
$437M -$6.89M -2% 0.51% 147% 250 24.8% 1.5
Sterling Investment Counsel
3262
Sterling Investment Counsel
New York
$437M +$12M +3% 2.26% 93.8% 207 11.11% 1.9
Navalign LLC
3263
Navalign LLC
California
$437M +$7.73M +2% 1.56% 58.7% 137 13.14% 3.9
Monarch Capital Management
3264
Monarch Capital Management
Indiana
$436M +$273K +0.1% 2.86% 77% 131 1.53% 8.6
BNC Wealth Management
3265
BNC Wealth Management
Oregon
$436M +$22.7M +5% 2.74% 204% 116 18.97% 3.1
WA
3266
WP Advisors
California
$436M +$22.6M +5% 7.3% 113% 125 16.8% 4.9
Rosenblum Silverman Sutton
3267
Rosenblum Silverman Sutton
California
$436M +$19.7M +5% 7.41% 107% 86 10.47% 6
University of Chicago
3268
University of Chicago
Illinois
$436M +$15.9M +4% 2.3% 73.4% 14 28.57% 1.7
Roman Butler Fullerton & Co
3269
Roman Butler Fullerton & Co
Missouri
$436M +$16.4M +4% 3.77% 134% 305 17.05% 3.6
Carderock Capital Management
3270
Carderock Capital Management
Maryland
$435M -$20.4M -4% 0.12% 97.6% 73 12.33% 5.6
MM
3271
Meridian Management
Arkansas
$435M -$10.5M -2% 1.59% 65.3% 86 5.81% 6.2
Peregrine Asset Advisers
3272
Peregrine Asset Advisers
Oregon
$435M -$26.4M -6% 1.85% 189% 243 19.34% 2.6
Kelly Financial Group
3273
Kelly Financial Group
Connecticut
$435M -$15.6M -3% 0.19% – 113 12.39% 1.4
Avalon Capital Management
3274
Avalon Capital Management
California
$434M +$11M +3% 3.23% 163% 144 19.44% 2.3
Myriad Asset Management Advisors
3275
Myriad Asset Management Advisors
Florida
$434M +$10.6M +2% 4.7% – 73 47.95% 0.3