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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Northern Lights Advisors
Seattle,
Washington
| $192M | +$8.17M | +4% | 3.64% | – | 80 | 17.5% | 0.6 |
|
| 3427 |
3427
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $192M | +$7.16M | +4% | 1.14% | 40.6% | 95 | 23.16% | 1.5 |
|
| 3428 |
3428
BluePath Capital Management
Atlanta,
Georgia
| $192M | +$9.11M | +5% | 1.44% | 106% | 140 | 17.14% | 1.4 |
|
| 3429 |
3429
Lavelle Capital
San Francisco,
California
| $191M | -$40.8M | -18% | 0.41% | – | 88 | 19.32% | 0.5 |
|
| 3430 |
TCM
3430
Thoma Capital Management
Towson,
Maryland
| $191M | +$3.78M | +2% | 1.29% | – | 56 | 8.93% | 1.5 |
|
| 3431 |
3431
Emergent Wealth Advisors
Williamsville,
New York
| $191M | -$1.18M | -0.6% | 0.27% | 74.2% | 128 | 7.81% | 1.8 |
|
| 3432 |
3432
Compass Planning Associates
Greenfield,
Massachusetts
| $191M | +$6.18M | +3% | 1.38% | – | 37 | 16.22% | 1.2 |
|
| 3433 |
3433
Persium Advisors
Atlanta,
Georgia
| $191M | +$37.7M | +25% | 2.48% | – | 77 | 19.48% | 1.3 |
|
| 3434 |
3434
Magnolia Wealth Management
Dothan,
Alabama
| $191M | -$91.3K | -0% | 1.26% | 48.7% | 17 | 11.76% | 2.9 |
|
| 3435 |
3435
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $191M | -$13.2M | -6% | 4.95% | 27.4% | 3 | 0% | 3.4 |
|
| 3436 |
3436
Cooper Investors
Melbourne, Victoria,
Australia
| $190M | -$27.3M | -13% | 4.03% | 57.5% | 43 | 23.26% | 1.6 |
|
| 3437 |
3437
Jacksonville Wealth Management
Jacksonville,
Florida
| $190M | +$13.7M | +8% | 2.34% | – | 79 | 7.59% | 1.4 |
|
| 3438 |
3438
Clayton Financial Group
St. Louis,
Missouri
| $190M | +$9.5M | +5% | 1.21% | 69.8% | 304 | 78.62% | 0.4 |
|
| 3439 |
3439
Clearwave Capital
Upland,
California
| $190M | +$8.99M | +5% | 1.04% | – | 185 | 15.14% | 0.6 |
|
| 3440 |
3440
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $190M | -$46.8M | -20% | 2.31% | 44.1% | 65 | 23.08% | 2.5 |
|
| 3441 |
3441
Trust Company of Kansas
Wichita,
Kansas
| $190M | -$4.83M | -2% | 4.49% | 100% | 62 | 11.29% | 3.4 |
|
| 3442 |
3442
Crystal Rock Capital Management
Bannockburn,
Illinois
| $190M | -$6.07M | -3% | 0.12% | 164% | 37 | 16.22% | 5 |
|
| 3443 |
3443
Swiss Re
Zurich,
Switzerland
| $190M | -$908M | -83% | 3.9% | – | 240 | 3.33% | 0.6 |
|
| 3444 |
3444
Crew Capital Management
Cincinnati,
Ohio
| $190M | +$6.99M | +4% | 1.6% | 111% | 123 | 13.82% | 2.7 |
|
| 3445 |
3445
Channing Global Advisors
Miami,
Florida
| $190M | -$3.24M | -2% | 1.72% | 128% | 43 | 11.63% | 2.7 |
|
| 3446 |
3446
BayBridge Capital Group
Pleasanton,
California
| $190M | -$2.01M | -1% | 1.24% | 78.5% | 111 | 26.13% | 1.7 |
|
| 3447 |
3447
OceanIQ Capital
Palo Alto,
California
| $190M | +$24.3M | +15% | 8.32% | – | 125 | 30.4% | 0.2 |
|
| 3448 |
3448
Millennium Capital Advisors
Little Rock,
Arkansas
| $190M | +$6.26M | +3% | 5.63% | 134% | 143 | 8.39% | 3 |
|
| 3449 |
IAMH
3449
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $190M | +$12.8M | +7% | 9.89% | 64.5% | 28 | 39.29% | 1.3 |
|
| 3450 |
3450
Cosner Financial Group
Windsor,
Colorado
| $189M | -$5.44M | -3% | 0.09% | 56.1% | 38 | 5.26% | 2.4 |
|