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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $189M | +$7.75M | +4% | 0.01% | – | 933 | 16.18% | 1 |
|
| 3452 |
3452
Affinity Wealth
Canton,
Ohio
| $189M | +$2.94M | +2% | 1.42% | – | 50 | 58% | 0.6 |
|
| 3453 |
CF
3453
Carlson Financial
Canby,
Oregon
| $189M | -$7M | -4% | 0.71% | – | 205 | 12.2% | 0.7 |
|
| 3454 |
BC
3454
Bulwark Capital
Fernandina Beach,
Florida
| $189M | +$11.3M | +6% | 0.94% | – | 112 | 11.61% | 1.1 |
|
| 3455 |
3455
Bay Capital Advisors
Virginia Beach,
Virginia
| $189M | +$2.42M | +1% | 0.6% | – | 111 | 6.31% | 1.6 |
|
| 3456 |
HCM
3456
Horrell Capital Management
Little Rock,
Arkansas
| $189M | -$30M | -14% | 4.1% | 55.6% | 205 | 8.29% | 7.3 |
|
| 3457 |
3457
Gutierrez Wealth Advisory
Little Rock,
Arkansas
| $188M | +$15.4M | +9% | 1.31% | – | 82 | 17.07% | 1.2 |
|
| 3458 |
3458
Rolek Wealth Management
Berwyn,
Pennsylvania
| $188M | +$9.9M | +6% | 1.8% | – | 24 | 4.17% | 1.2 |
|
| 3459 |
ACMH
3459
Andar Capital Management (HK)
Hong Kong
| $188M | -$34.5M | -15% | 15.1% | 863% | 16 | 37.5% | 0.5 |
|
| 3460 |
3460
Farrow Financial
Randolph,
Vermont
| $188M | +$914K | +0.5% | 1.09% | 79.9% | 56 | 5.36% | 2.3 |
|
| 3461 |
3461
Atmos Advisory
Pittsburgh,
Pennsylvania
| $188M | -$3.51M | -2% | 2.67% | 31.9% | 21 | 4.76% | 4.5 |
|
| 3462 |
3462
FFG Retirement Advisors
Centennial,
Colorado
| $188M | -$1.08M | -0.6% | 2.14% | 43.4% | 48 | 27.08% | 1.8 |
|
| 3463 |
3463
Palacios Wealth Management
Ormond Beach,
Florida
| $188M | +$18.5M | +11% | 8.88% | – | 85 | 12.94% | 1.3 |
|
| 3464 |
3464
Dynamic Wealth Strategies
Granite Bay,
California
| $188M | -$19.1K | -0% | 0.14% | 52.2% | 305 | 6.89% | 1.5 |
|
| 3465 |
3465
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $188M | -$2.82M | -1% | 1.34% | – | 122 | 4.92% | 1.5 |
|
| 3466 |
3466
Vista Finance
Clayton,
Missouri
| $188M | +$8.78M | +5% | 4.06% | 50.7% | 71 | 25.35% | 1.4 |
|
| 3467 |
RS
3467
R Squared
Central,
Hong Kong
| $188M | -$2.81M | -1% | 0.42% | – | 726 | 59.37% | 0.4 |
|
| 3468 |
BCM
3468
BML Capital Management
Zionsville,
Indiana
| $188M | +$11.6M | +7% | 4.01% | 376% | 21 | 19.05% | 1.3 |
|
| 3469 |
3469
Fingerlakes Wealth Management
Ithaca,
New York
| $187M | +$1.63M | +0.9% | 1.73% | 92.1% | 103 | 9.71% | 3.7 |
|
| 3470 |
TA
3470
TPG Advisors
Northfield,
Illinois
| $187M | +$5.03M | +3% | 0.9% | – | 120 | 5.83% | 1.7 |
|
| 3471 |
3471
Zynergy Retirement Planning
Red Bank,
New Jersey
| $187M | +$2.82M | +2% | 2.51% | – | 26 | 3.85% | 2.2 |
|
| 3472 |
BF
3472
Baring Financial
Bellingham,
Washington
| $187M | +$5.44M | +3% | 2.4% | – | 92 | 15.22% | 1.3 |
|
| 3473 |
3473
LeConte Wealth Management
Maryville,
Tennessee
| $187M | +$3.6M | +2% | 1.73% | – | 212 | 22.64% | 0.8 |
|
| 3474 |
3474
Farrell Financial
Orchard Park,
New York
| $187M | +$1.98M | +1% | 0.91% | 57.8% | 84 | 4.76% | 2.1 |
|
| 3475 |
RIAL
3475
Rothwell Investment Advisors, LLC
Salem,
Massachusetts
| $187M | – | – | 4.24% | – | 1,140 | – | 0 |
|