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