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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $201M | +$35.9M | +22% | 0.4% | 64.9% | 104 | 15.38% | 3 |
|
| 3352 |
3352
Two West Capital Advisors
Overland Park,
Kansas
| $201M | +$136K | +0.1% | 0.64% | – | 107 | 14.02% | 1.5 |
|
| 3353 |
3353
Ballew Advisors
Jackson,
Mississippi
| $201M | +$7.76M | +4% | 0.23% | 68% | 146 | 20.55% | 3.4 |
|
| 3354 |
BCM
3354
Berbice Capital Management
Melville,
New York
| $201M | +$7.98M | +4% | 5.06% | – | 114 | 28.07% | 1 |
|
| 3355 |
3355
Manuka Financial
Richmond,
Virginia
| $201M | +$8.23M | +4% | 1.66% | – | 56 | 1.79% | 1.5 |
|
| 3356 |
3356
Torren Management
San Diego,
California
| $201M | +$4.15M | +2% | 0.12% | – | 993 | 9.37% | 0.7 |
|
| 3357 |
3357
Members Wealth
Media,
Pennsylvania
| $200M | +$17.9M | +10% | 0.87% | – | 138 | 20.29% | 1.5 |
|
| 3358 |
KTC
3358
Kentucky Trust Company
Danville,
Kentucky
| $200M | -$7.77M | -4% | 0.06% | – | 320 | 2.5% | 1.5 |
|
| 3359 |
3359
Kurv Investment Management
San Francisco,
California
| $200M | +$34.1M | +21% | 0% | – | 74 | 40.54% | 0.4 |
|
| 3360 |
3360
Privium Fund Management (UK)
London,
United Kingdom
| $200M | -$40.5M | -17% | 3.47% | 34.4% | 29 | 72.41% | 0.6 |
|
| 3361 |
3361
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $200M | +$999K | +0.5% | 0.88% | 38.7% | 46 | 34.78% | 2.7 |
|
| 3362 |
DCM
3362
Dilation Capital Management
New York
| $200M | -$47.9M | -19% | 7.23% | – | 28 | 50% | 0.6 |
|
| 3363 |
3363
Arena Capital Advisors
Los Angeles,
California
| $200M | -$8.13M | -4% | 1.75% | 127% | 24 | 8.33% | 1.7 |
|
| 3364 |
3364
Gridiron Partners
Wexford,
Pennsylvania
| $199M | +$8.94M | +5% | 4.45% | 15.5% | 52 | 1.92% | 2.4 |
|
| 3365 |
3365
William Allan Corp
Fort Collins,
Colorado
| $199M | -$5.06M | -2% | 1.11% | 94.2% | 66 | 7.58% | 2.7 |
|
| 3366 |
3366
Archvest Wealth Advisors
Concord,
California
| $199M | +$26.6M | +15% | 0.13% | 53.1% | 83 | 15.66% | 2.1 |
|
| 3367 |
3367
United Financial Planning Group
Hauppauge,
New York
| $199M | +$2.19M | +1% | 0.24% | – | 510 | 30% | 0.6 |
|
| 3368 |
3368
SFM LLC
Manchester,
New Hampshire
| $199M | +$3.93M | +2% | 2.55% | 67.5% | 73 | 10.96% | 2 |
|
| 3369 |
3369
Ausbil Investment Management
Sydney,
Australia
| $199M | -$22.2M | -10% | 5.95% | 115% | 78 | 32.05% | 1.3 |
|
| 3370 |
3370
LAM Group
Lake Oswego,
Oregon
| $199M | -$2.78M | -1% | 0.26% | 61.8% | 138 | 1.45% | 2.1 |
|
| 3371 |
3371
Buttonwood Financial Group
Kansas City,
Missouri
| $199M | +$23.5M | +13% | 0.47% | 77.9% | 42 | 28.57% | 1.7 |
|
| 3372 |
3372
Eads & Heald Wealth Management
Atlanta,
Georgia
| $198M | -$5.7M | -3% | 1.58% | 93.3% | 157 | 10.83% | 8.2 |
|
| 3373 |
3373
Michael S. Ryan Inc
Latham,
New York
| $198M | -$2.12M | -1% | 1.75% | 63.3% | 58 | 5.17% | 2 |
|
| 3374 |
3374
Pioneer Family Office
North Miami Beach,
Florida
| $198M | +$3.98M | +2% | 1.03% | – | 136 | 8.09% | 0.6 |
|
| 3375 |
3375
Marest Capital
Tarzana,
California
| $198M | -$3M | -1% | 3.22% | 84.5% | 32 | 21.88% | 1.4 |
|