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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 326 |
326
Associated Banc-Corp
Green Bay,
Wisconsin
| $4.24B | +$30.1M | +0.7% | 3.99% | 102% | 396 | 14.39% | 7.9 |
|
| 327 |
327
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| $4.23B | +$1.11B | +36% | 1.85% | 31.5% | 22 | 31.82% | 2.5 |
|
| 328 |
328
Fund Evaluation Group
Cincinnati,
Ohio
| $4.22B | +$518M | +14% | 1.03% | 58.7% | 95 | 25.26% | 2.1 |
|
| 329 |
329
Troy Asset Management
London,
United Kingdom
| $4.2B | +$618M | +17% | 5.06% | 66.6% | 32 | 9.38% | 4.4 |
|
| 330 |
330
Wedmont Private Capital
West Chester,
Pennsylvania
| $4.18B | +$536M | +15% | 1.78% | 87.5% | 1,087 | 19.87% | 2.2 |
|
| 331 |
331
Busey Bank
Urbana,
Illinois
| $4.17B | +$46.4M | +1% | 4.35% | 108% | 406 | 9.11% | 6.3 |
|
| 332 |
332
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $4.16B | +$32M | +0.8% | 1.24% | 86.6% | 1,827 | 6.95% | 5.7 |
|
| 333 |
333
Robertson Stephens Wealth Management
San Francisco,
California
| $4.14B | +$81.6M | +2% | 0.72% | 109% | 694 | 14.99% | 3 |
|
| 334 |
334
Reinhart Partners
Mequon,
Wisconsin
| $4.11B | -$269M | -6% | 3.9% | 110% | 76 | 10.53% | 4.1 |
|
| 335 |
335
Larson Financial Group
St Louis,
Missouri
| $4.11B | +$301M | +8% | 1.36% | 89.7% | 4,063 | 12.06% | 2.5 |
|
| 336 |
336
Aspiriant LLC
Los Angeles,
California
| $4.08B | +$32.7M | +0.8% | 0.12% | 52.7% | 460 | 21.3% | 4.2 |
|
| 337 |
337
SteelPeak Wealth
Woodland Hills,
California
| $4.07B | +$205M | +5% | 2.35% | 140% | 789 | 26.87% | 2 |
|
| 338 |
338
Sanibel Captiva Trust Company
Sanibel,
Florida
| $4.04B | +$19.8M | +0.5% | 2.16% | 99.6% | 480 | 8.96% | 2.1 |
|
| 339 |
339
Hamlin Capital Management
New York
| $4.04B | -$410M | -9% | 4.41% | 67.9% | 31 | 12.9% | 4.8 |
|
| 340 |
340
K5 Global Advisor
Miami Beach,
Florida
| $4.02B | -$2.56B | -39% | 11.7% | – | 4 | 50% | 0.2 |
|
| 341 |
341
Salem Investment Counselors
Winston Salem,
North Carolina
| $4.01B | -$18.9M | -0.5% | 3.97% | 181% | 1,245 | 67.15% | 6.8 |
|
| 342 |
RPGK
342
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $4.01B | +$76.1M | +2% | 0.6% | 54.7% | 561 | 8.38% | 2.3 |
|
| 343 |
343
SigFig Wealth Management
San Francisco,
California
| $4B | +$232M | +6% | 0.64% | 49.3% | 154 | 10.39% | 4.1 |
|
| 344 |
344
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $4B | +$17.5M | +0.4% | 3.41% | 140% | 922 | 3.15% | 8.4 |
|
| 345 |
345
Avantax Planning Partners
Dubuque,
Iowa
| $3.96B | -$53.2M | -1% | 0.46% | 55.9% | 478 | 11.92% | 4.9 |
|
| 346 |
346
C WorldWide Group
Copenhagen,
Denmark
| $3.96B | -$191M | -5% | 2.45% | 73.4% | 101 | 8.91% | 4.6 |
|
| 347 |
347
Wedbush Securities
Los Angeles,
California
| $3.95B | +$76.3M | +2% | 3.42% | 114% | 1,409 | 14.27% | 4.6 |
|
| 348 |
348
ARGA Investment Management
Stamford,
Connecticut
| $3.94B | +$17.2M | +0.4% | 5.47% | 93.6% | 141 | 24.82% | 1.7 |
|
| 349 |
349
Arbejdsmarkedets Tillaegspension
Hilleroed,
| $3.93B | -$666M | -14% | 3.32% | – | 182 | 19.78% | 0.6 |
|
| 350 |
350
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $3.93B | +$185M | +5% | 0.97% | 102% | 424 | 18.63% | 3.1 |
|