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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Pillar Financial Advisors
Louisville,
Kentucky
| $183M | -$8.36M | -4% | 0.9% | – | 125 | 19.2% | 1.5 |
|
| 3527 |
3527
Robinson Value Management
San Antonio,
Texas
| $183M | -$4.09M | -2% | 1.82% | 79.3% | 82 | 14.63% | 3.4 |
|
| 3528 |
3528
DecisionMap Wealth Management
Great Falls,
Virginia
| $183M | +$3.9M | +2% | 2.33% | – | 147 | 6.8% | 1.4 |
|
| 3529 |
3529
Fee-Only Financial Planning
Okatie,
South Carolina
| $182M | -$4.27M | -2% | 0.09% | 72.6% | 45 | 4.44% | 3.1 |
|
| 3530 |
3530
Forbes Financial Planning
East Greenwich,
Rhode Island
| $182M | -$4.12M | -2% | 0.62% | 52.3% | 39 | 5.13% | 2.7 |
|
| 3531 |
3531
Hudson Canyon Capital Management
New York
| $182M | -$4.71M | -3% | 5.82% | 182% | 52 | 5.77% | 3.4 |
|
| 3532 |
3532
Ridgepath Capital Management
Knoxville,
Tennessee
| $182M | -$44.4M | -20% | 0.45% | 73.5% | 62 | 17.74% | 1.7 |
|
| 3533 |
GA
3533
Gagnon Advisors
New York
| $182M | +$24.8M | +16% | 22.9% | 214% | 26 | 19.23% | 4.7 |
|
| 3534 |
3534
Innealta Capital
Austin,
Texas
| $182M | -$5.4M | -3% | 0.16% | 69.8% | 101 | 34.65% | 2.5 |
|
| 3535 |
3535
TLW Wealth Management
Indian Rocks Beach,
Florida
| $182M | +$5.13M | +3% | 3.75% | 98.3% | 23 | 13.04% | 4.3 |
|
| 3536 |
3536
Andrews Lucia Wealth Management
Danville,
California
| $182M | -$9.46M | -5% | 0.33% | 64% | 40 | 17.5% | 3 |
|
| 3537 |
3537
BNB Wealth Management
Silver Spring,
Maryland
| $182M | -$1.31M | -0.7% | 0.25% | – | 100 | 12% | 0.7 |
|
| 3538 |
3538
Brewster Financial Planning
Brooklyn,
New York
| $181M | -$644K | -0.4% | 1.83% | 44.3% | 31 | 3.23% | 2.8 |
|
| 3539 |
3539
Addis & Hill
Wayne,
Pennsylvania
| $181M | $0 | 0% | 0.58% | 65.1% | 29 | 0% | 2.3 |
|
| 3540 |
3540
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $181M | -$6.88M | -4% | 1.43% | 42.8% | 79 | 10.13% | 2.2 |
|
| 3541 |
3541
TI-Trust
Quincy,
Illinois
| $181M | -$4.64M | -2% | 2.03% | 88.8% | 135 | 2.96% | 4.9 |
|
| 3542 |
3542
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $181M | +$4.4M | +2% | 1.68% | 58.2% | 144 | 7.64% | 2.1 |
|
| 3543 |
3543
Columbia Advisory Partners
Spokane,
Washington
| $181M | -$112K | -0.1% | 1.06% | 69.7% | 121 | 25.62% | 1.8 |
|
| 3544 |
3544
Dean Jacobson Financial Services
Fort Worth,
Texas
| $181M | -$556K | -0.3% | 1.01% | 59.6% | 23 | 4.35% | 1.6 |
|
| 3545 |
3545
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
| $181M | +$16.4M | +10% | 0.01% | – | 117 | 21.37% | 0.5 |
|
| 3546 |
3546
WealthTrust Asset Management
Destin,
Florida
| $181M | -$3.79M | -2% | 1.1% | 102% | 121 | 20.66% | 2 |
|
| 3547 |
3547
Canandaigua National Trust of Florida
Canandaigua,
New York
| $181M | – | – | 1.65% | – | 143 | – | 1.2 |
|
| 3548 |
3548
Madrid Financial Services
Manhattan Beach,
California
| $181M | -$8.13M | -4% | 1.65% | – | 29 | 24.14% | 1 |
|
| 3549 |
3549
Holcombe Financial
Atlanta,
Georgia
| $181M | +$3.7M | +2% | 3.3% | – | 53 | 7.55% | 1.3 |
|
| 3550 |
WFG
3550
Wormser Freres Gestion
Paris,
France
| $181M | +$3.74M | +2% | 6.05% | 67.4% | 74 | 14.86% | 1.4 |
|