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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, 4,060 funds (~45%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Challenger Wealth Management
Aliso Viejo,
California
| $137M | +$1.13M | +0.8% | 3.16% | – | 66 | 6.06% | 1.6 |
|
| 3527 |
3527
Robocap Asset Management
London,
United Kingdom
| $137M | +$12.9M | +10% | 3.63% | 274% | 24 | 12.5% | 2 |
|
| 3528 |
3528
Aventus Investment Advisors
Naples,
Florida
| $137M | +$377K | +0.3% | 0.96% | – | 181 | 17.68% | 0.9 |
|
| 3529 |
3529
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $137M | -$2.88M | -2% | 0.27% | 44.9% | 47 | 14.89% | 2.1 |
|
| 3530 |
3530
Titan Investment Management
Indianapolis,
Indiana
| $137M | +$1.75M | +1% | 3.84% | – | 52 | 50% | 0.5 |
|
| 3531 |
3531
TT Capital Management
Coto De Caza,
California
| $137M | +$8.42M | +7% | 2.49% | – | 91 | 19.78% | 1 |
|
| 3532 |
AA
3532
Alpha Advisors
Richmond,
Virginia
| $137M | +$3.68M | +3% | 2.88% | – | 53 | 9.43% | 1.4 |
|
| 3533 |
3533
Financial Planning Fort Collins
Fort Collins,
Colorado
| $137M | +$4.68M | +4% | 2.35% | – | 34 | 2.94% | 0.7 |
|
| 3534 |
OF
3534
Outfitter Financial
Brunswick,
Maine
| $137M | -$5.93M | -4% | 0.65% | 97.6% | 80 | 7.5% | 3.6 |
|
| 3535 |
3535
Chung Wu Investment Group
Sugar Land,
Texas
| $137M | -$15.5M | -10% | 2.83% | – | 330 | 27.27% | 0.9 |
|
| 3536 |
3536
Koenig Investment Advisory
Ashland,
Oregon
| $137M | +$7.85M | +6% | 2.68% | – | 38 | 2.63% | 0.7 |
|
| 3537 |
3537
Roan Capital Partners
Johnson City,
Tennessee
| $137M | +$16M | +13% | 0.54% | – | 81 | 7.41% | 0.4 |
|
| 3538 |
3538
ICG Advisors
Los Angeles,
California
| $136M | +$106M | +354% | 1.37% | – | 7 | 28.57% | 0.5 |
|
| 3539 |
3539
TABR Capital Management
Orange,
California
| $136M | +$19.1M | +16% | 0.27% | – | 82 | 62.2% | 0.6 |
|
| 3540 |
3540
Targeted Financial Services
Seminole,
Florida
| $136M | +$906K | +0.7% | 0.53% | – | 67 | 11.94% | 0.6 |
|
| 3541 |
3541
Summit Financial Consulting
Sterling Heights,
Michigan
| $136M | -$11.1M | -8% | 1.6% | – | 53 | 16.98% | 1 |
|
| 3542 |
3542
Lynch Investment Planning
Newtown Square,
Pennsylvania
| $136M | +$6.17M | +5% | 0.91% | – | 232 | 75.86% | 0.2 |
|
| 3543 |
3543
Seelaus Asset Management
Chatham,
New Jersey
| $136M | -$6.08M | -4% | 3.88% | 134% | 216 | 17.59% | 3.3 |
|
| 3544 |
3544
Eagle Wealth Advisors
Westport,
Connecticut
| $136M | +$5.1M | +4% | 4.65% | – | 103 | 3.88% | 0.6 |
|
| 3545 |
3545
Avail Investment Partners
Lemont,
Pennsylvania
| $136M | +$6.25M | +5% | 3.5% | – | 225 | 20.44% | 0.4 |
|
| 3546 |
3546
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $136M | -$76.4M | -36% | 0.18% | 88.8% | 8 | 0% | 3.4 |
|
| 3547 |
3547
Donalies Financial Planning
Washington,
District of Columbia
| $136M | +$366K | +0.3% | 0.81% | – | 82 | 9.76% | 0.7 |
|
| 3548 |
3548
CrossGen Wealth
Greenville,
North Carolina
| $136M | +$7.29M | +6% | 7.07% | – | 231 | 19.91% | 0.7 |
|
| 3549 |
3549
SeedSafe Financial
Austin,
Texas
| $136M | -$3.25M | -2% | 1.31% | – | 42 | 14.29% | 0.6 |
|
| 3550 |
3550
Finward Bancorp
Munster,
Indiana
| $136M | +$3.77M | +3% | 3.04% | – | 109 | 7.34% | 1.6 |
|