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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
AMANSA Capital
Raffles City Tower,
Singapore
| $198M | -$37M | -16% | 7.97% | 32% | 2 | 0% | 3.3 |
|
| 3377 |
3377
McClarren Financial Advisors
State College,
Pennsylvania
| $198M | +$4.23M | +2% | 0.68% | 63% | 90 | 12.22% | 1.9 |
|
| 3378 |
3378
WESPAC Advisors
Orinda,
California
| $198M | -$7.59M | -4% | 3.39% | 126% | 240 | 32.5% | 1.4 |
|
| 3379 |
3379
Klein Pavlis & Peasley Financial
Irvine,
California
| $198M | +$5.42M | +3% | 2.12% | 97.4% | 107 | 26.17% | 1.3 |
|
| 3380 |
3380
Systrade
Vaduz,
Liechtenstein
| $197M | +$37.6M | +24% | 2.18% | 152% | 16 | 37.5% | 1 |
|
| 3381 |
3381
Park Avenue Institutional Advisers
New York
| $197M | -$1.33M | -0.7% | 0.67% | – | 2 | 0% | 0.5 |
|
| 3382 |
3382
Walker Asset Management
Verona,
Missouri
| $197M | -$873K | -0.4% | 1.12% | 87.6% | 155 | 5.81% | 3.1 |
|
| 3383 |
3383
Seros Financial
Tempe,
Arizona
| $197M | +$4.91M | +3% | 1.55% | – | 76 | 23.68% | 1.1 |
|
| 3384 |
3384
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $197M | -$17.2M | -8% | 6.52% | 85.5% | 34 | 2.94% | 5.9 |
|
| 3385 |
PCM
3385
Park Capital Management
Madison,
Wisconsin
| $197M | +$26.8M | +16% | 9.78% | – | 261 | 52.49% | 0.5 |
|
| 3386 |
3386
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $197M | -$17M | -8% | 0.51% | 152% | 98 | 11.22% | 4.6 |
|
| 3387 |
WF
3387
Williams Financial
North Bennington,
Vermont
| $197M | +$3.09M | +2% | 0.55% | 33.1% | 31 | 3.23% | 1 |
|
| 3388 |
FSBI
3388
Fearless Solutions (Best Invest)
San Antonio,
Texas
| $197M | +$7.13M | +4% | 2.13% | – | 149 | 10.74% | 1.3 |
|
| 3389 |
GWMI
3389
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $196M | -$7.03M | -3% | 3.15% | 98.1% | 71 | 12.68% | 3.3 |
|
| 3390 |
3390
Alamar Capital Management
Santa Barbara,
California
| $196M | -$1.3M | -0.7% | 4.51% | – | 92 | 14.13% | 2.7 |
|
| 3391 |
3391
Carter Financial Group
Barrington,
Illinois
| $196M | +$3.4M | +2% | 2.45% | – | 145 | 16.55% | 1.8 |
|
| 3392 |
LFWA
3392
LBJ Family Wealth Advisors
Austin,
Texas
| $196M | -$268K | -0.1% | 0.9% | 64.9% | 29 | 3.45% | 7.9 |
|
| 3393 |
3393
Rainier Family Wealth
Tacoma,
Washington
| $196M | +$20M | +11% | 3.12% | – | 106 | 3.77% | 1.2 |
|
| 3394 |
FAG
3394
Financial Architects (Georgia)
Woodstock,
Georgia
| $196M | -$12.9M | -6% | 3.13% | 35.9% | 31 | 29.03% | 1.6 |
|
| 3395 |
3395
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| $195M | +$2.36M | +1% | 1.06% | – | 132 | 6.06% | 0.5 |
|
| 3396 |
AI
3396
Arrien Investments
Boise,
Idaho
| $195M | -$3.15M | -2% | 2.23% | 46% | 49 | 14.29% | 2.2 |
|
| 3397 |
3397
Mustard Seed Financial
Magnolia,
Arkansas
| $195M | +$2.44M | +1% | 0.19% | 59.2% | 99 | 8.08% | 2.2 |
|
| 3398 |
3398
Defined Wealth Management
Beaverton,
Oregon
| $195M | +$554K | +0.3% | 0.88% | 78.1% | 120 | 8.33% | 3.7 |
|
| 3399 |
IFS
3399
Integrated Financial Solutions
Reston,
Virginia
| $195M | +$9.7M | +5% | 5.47% | – | 38 | 13.16% | 0.9 |
|
| 3400 |
3400
SVRN Asset Management
Austin,
Texas
| $195M | +$167K | +0.1% | 0.02% | – | 52 | 3.85% | 0.6 |
|