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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, 4,149 funds (~46%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
True Wind Capital Management
San Francisco,
California
| $156M | -$69.8M | -31% | 22.9% | 59.6% | 2 | 50% | 4.8 |
|
| 3402 |
3402
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $156M | -$8.06M | -5% | 0.34% | 41.2% | 62 | 11.29% | 3 |
|
| 3403 |
3403
Madison Park Capital Advisors
Seattle,
Washington
| $156M | +$15.6M | +11% | 2.1% | 62.4% | 76 | 18.42% | 1.9 |
|
| 3404 |
3404
Winebrenner Capital Management
Louisville,
Kentucky
| $155M | -$8.78M | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 3405 |
3405
Terra Nova Asset Management
New York
| $155M | -$7.91M | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 3406 |
3406
Seek First
Campbell,
California
| $155M | -$3.1M | -2% | 0.89% | – | 68 | 8.82% | 1.3 |
|
| 3407 |
3407
Lederer & Associates Investment Counsel
Long Beach,
California
| $155M | +$3.18M | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 3408 |
ML
3408
MTCO Ltd
Nassau,
| $155M | -$116M | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 3409 |
DW
3409
Durante & Waters
Brewster,
New York
| $155M | +$2.14M | +1% | 0.42% | 59.1% | 37 | 16.22% | 2.2 |
|
| 3410 |
3410
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $155M | +$3.41M | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 3411 |
3411
Richard Young Associates
Augusta,
Georgia
| $155M | +$4.08M | +3% | 1.62% | – | 33 | 18.18% | 0.6 |
|
| 3412 |
3412
Rye Brook Capital
Greenwich,
Connecticut
| $154M | +$11.9M | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 3413 |
3413
Koa Wealth Management
Encinitas,
California
| $154M | +$7.38M | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 3414 |
3414
Abbington Investment Group
Westport,
Connecticut
| $154M | -$2.8M | -2% | 7.53% | – | 53 | 5.66% | 0.9 |
|
| 3415 |
3415
Sage Investment Advisers
Wappingers Falls,
New York
| $154M | +$5.51M | +4% | 1.2% | – | 101 | 7.92% | 2.8 |
|
| 3416 |
DIS
3416
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $154M | -$455K | -0.3% | 5.81% | 93.8% | 57 | 10.53% | 5.4 |
|
| 3417 |
3417
Oath Planning
Tulsa,
Oklahoma
| $154M | +$19.4M | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 3418 |
3418
Steinberg Asset Management
New York
| $154M | -$6.67M | -4% | 2.34% | 108% | 46 | 6.52% | 4.2 |
|
| 3419 |
3419
SageOak Financial
Tulsa,
Oklahoma
| $154M | -$60.8K | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 3420 |
3420
Visa Foundation
San Francisco,
California
| $154M | -$1.54M | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 3421 |
3421
TMT General Partner
Hong Kong
| $154M | -$40.3M | -21% | 19.2% | – | 3 | 0% | 1.6 |
|
| 3422 |
AC
3422
Anson Capital
Tyrone,
Georgia
| $153M | -$239K | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 3423 |
3423
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $153M | +$3.19M | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 3424 |
3424
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $153M | -$2.1M | -1% | 1.28% | – | 147 | 8.16% | 1.5 |
|
| 3425 |
3425
Sincerus Advisory
New York
| $153M | +$6.01M | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|