We are live on !
Find out more
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, 7,143 funds (~80%) 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
Keating Investment Counselors
Delray Beach,
Florida
| $382M | +$17.7M | +5% | 5.48% | 50% | 62 | 8.06% | 6.8 |
|
| 3527 |
TM
3527
TigerOak Management
Albuquerque,
New Mexico
| $382M | +$25.8M | +7% | 6.7% | – | 141 | 4.96% | 1.4 |
|
| 3528 |
3528
FC Advisory
West Chester,
Pennsylvania
| $382M | +$4.04M | +1% | 1.21% | 46.6% | 121 | 9.09% | 5.9 |
|
| 3529 |
HWM
3529
HFR Wealth Management
Niskayuna,
New York
| $381M | -$28.2M | -7% | 0.21% | 51.4% | 54 | 5.56% | 4.4 |
|
| 3530 |
3530
GFG Capital
Miami,
Florida
| $381M | +$17.9M | +5% | 7.4% | 152% | 105 | 20% | 2.9 |
|
| 3531 |
3531
Congress Park Capital
Saratoga Springs,
New York
| $381M | +$10.5M | +3% | 0.96% | 99.9% | 146 | 19.18% | 3.9 |
|
| 3532 |
3532
Kaleidoscope Capital
Boston,
Massachusetts
| $381M | +$110M | +41% | 42.5% | – | 20 | 35% | 2.2 |
|
| 3533 |
3533
HighVista Strategies
Boston,
Massachusetts
| $381M | -$57.7M | -13% | 2.4% | 561% | 171 | 34.5% | 1.2 |
|
| 3534 |
3534
360 Financial
Wayzata,
Minnesota
| $381M | -$12.9M | -3% | 1.5% | 86.1% | 90 | 16.67% | 3.3 |
|
| 3535 |
SFMG
3535
Sage Financial Management Group
Mclean,
Virginia
| $381M | +$16.8M | +5% | 0.63% | 51.6% | 64 | 9.38% | 2 |
|
| 3536 |
3536
New Wave Wealth Advisors
Springdale,
Arkansas
| $380M | +$13M | +4% | 0.5% | – | 236 | 24.58% | 1.1 |
|
| 3537 |
3537
Alpha Financial Advisors
Charlotte,
North Carolina
| $380M | -$1.76M | -0.5% | 0.76% | 46.6% | 121 | 8.26% | 1.4 |
|
| 3538 |
3538
Luminvest Wealth Management
Scottsdale,
Arizona
| $380M | -$49.9M | -12% | 1.12% | 47.7% | 59 | 23.73% | 1.9 |
|
| 3539 |
3539
Kings Path Partners
Sugar Land,
Texas
| $380M | +$4.33M | +1% | 0.86% | – | 393 | 14.5% | 1.4 |
|
| 3540 |
3540
Corundum Group
Colorado Springs,
Colorado
| $380M | +$42.9M | +13% | 0.89% | 89.5% | 126 | 14.29% | 4.8 |
|
| 3541 |
3541
Alta Wealth Advisors
Woburn,
Massachusetts
| $380M | +$10.7M | +3% | 2.12% | 134% | 194 | 19.07% | 2.3 |
|
| 3542 |
3542
Smart Money Group
Eastland,
Texas
| $380M | -$10M | -3% | 2.26% | 58.6% | 90 | 7.78% | 3.3 |
|
| 3543 |
3543
Websterrogers Financial Advisors
Florence,
South Carolina
| $379M | -$10.9M | -3% | 0.74% | 46% | 107 | 10.28% | 3 |
|
| 3544 |
3544
Boyd Watterson Asset Management
Cleveland,
Ohio
| $379M | +$8.12M | +2% | 5.21% | 116% | 400 | 5.5% | 5.2 |
|
| 3545 |
3545
denkapparat Operations
Berlin,
Germany
| $379M | +$73.3M | +24% | 1.6% | – | 455 | 22.42% | 0.8 |
|
| 3546 |
3546
Davis Rea
Toronto,
Ontario, Canada
| $379M | +$28.6M | +8% | 10.3% | 66.9% | 46 | 13.04% | 3.9 |
|
| 3547 |
3547
Starr Indemnity & Liability Company
New York
| $379M | +$2.23M | +0.6% | 0.46% | – | 5 | 20% | 1.1 |
|
| 3548 |
AB
3548
Atlas Brown
Louisville,
Kentucky
| $379M | +$6.68M | +2% | 3.03% | 115% | 244 | 6.15% | 6.8 |
|
| 3549 |
3549
Concord Investment Counsel
Irvine,
California
| $379M | +$12.6M | +3% | 5.89% | – | 54 | 7.41% | 1.6 |
|
| 3550 |
3550
Flynn Zito Capital Management
Garden City,
New York
| $379M | +$11.1M | +3% | 1.51% | 109% | 178 | 8.99% | 2.2 |
|