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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, 3,966 funds (~44%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Frankly Finances
Winter Park,
Florida
| $128M | +$1.1M | +0.9% | 1.08% | – | 91 | 1.1% | 0.6 |
|
| 3552 |
3552
Advocate Investing Services
Woodbine,
Maryland
| $128M | -$2.28M | -2% | 1.27% | – | 472 | 7.42% | 0.7 |
|
| 3553 |
GH
3553
GLP Holdings
Cumming,
Georgia
| $127M | +$15.9M | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 3554 |
3554
Putney Financial Group
San Rafael,
California
| $127M | +$16M | +14% | 7.72% | – | 299 | 73.91% | 0.4 |
|
| 3555 |
3555
Investment Management Corporation
Roanoke,
Virginia
| $127M | +$7.18M | +6% | 0.77% | – | 60 | 18.33% | 1.2 |
|
| 3556 |
3556
Graetz Wealth
Jenison,
Michigan
| $127M | +$1.44M | +1% | 0.53% | – | 90 | 13.33% | 0.6 |
|
| 3557 |
3557
Topor & Co Korea
Seoul,
| $127M | -$76.7K | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 3558 |
3558
Medicxi Ventures Management
St. Helier,
Jersey
| $127M | -$50.8M | -29% | 27.7% | 369% | 3 | 0% | 5.1 |
|
| 3559 |
3559
Andrew Hill Investment Advisors
Naples,
Florida
| $127M | -$8.17M | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 3560 |
3560
Mission Financial Group
Las Vegas,
Nevada
| $127M | +$6.01M | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 3561 |
3561
Kassira Wealth Management
Knoxville,
Tennessee
| $127M | +$1.83M | +1% | 0.55% | – | 69 | 13.04% | 0.8 |
|
| 3562 |
3562
John Boyer Inc
Tampa,
Florida
| $126M | +$11.1M | +10% | 0.38% | – | 227 | 82.82% | 0.2 |
|
| 3563 |
3563
MeadowBrook Investment Advisors
Livonia,
Michigan
| $126M | +$125K | +0.1% | 2.25% | 81.5% | 201 | 5.97% | 2.2 |
|
| 3564 |
3564
Stegent Equity Advisors
Houston,
Texas
| $126M | -$13.3M | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 3565 |
3565
Chapman Investment Management
San Anselmo,
California
| $126M | +$4.92M | +4% | 7.09% | 57.3% | 57 | 100% | 0 |
|
| 3566 |
3566
Baer Investment Advisory
Corte Madera,
California
| $126M | +$6.52M | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 3567 |
3567
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $126M | -$24.3M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 3568 |
3568
Fulcrum Equity Management
Plano,
Texas
| $126M | -$10.5M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 3569 |
3569
CenturyLink Investment Management
Denver,
Colorado
| $126M | -$3.22M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 3570 |
3570
KDK Private Wealth Management
Houston,
Texas
| $126M | +$5.06M | +4% | 4.44% | – | 58 | 1.72% | 1.6 |
|
| 3571 |
3571
Kennebec Savings Bank
Augusta,
Maine
| $126M | +$976K | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 3572 |
3572
Kelsey Financial
Moorpark,
California
| $125M | -$6.42M | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 3573 |
3573
Life Planning Partners
Jacksonville,
Florida
| $125M | -$9.29M | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 3574 |
3574
Mann Financial Group
Detroit Lakes,
Minnesota
| $125M | +$5.67M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 3575 |
3575
Boyer Financial Services
Newport Beach,
California
| $125M | +$6.51M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|