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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
SummerHaven Investment Management
Stamford,
Connecticut
| $179M | -$7.72M | -4% | 4.81% | 150% | 323 | 78.33% | 0.7 |
|
| 3577 |
3577
Capstone Capital
Henderson,
Nevada
| $179M | +$3.63M | +2% | 0.32% | 62.8% | 27 | 11.11% | 2 |
|
| 3578 |
3578
Refined Wealth Management
Salt Lake City,
Utah
| $179M | +$12.9M | +8% | 6.91% | 99.4% | 50 | 6% | 2.6 |
|
| 3579 |
3579
Astra Wealth Partners
Jersey City,
New Jersey
| $179M | -$9.5M | -5% | 1.53% | – | 120 | 24.17% | 1.1 |
|
| 3580 |
3580
Cox Capital Management
Andover,
Massachusetts
| $179M | -$1.14M | -0.6% | 2.04% | 106% | 84 | 15.48% | 3.2 |
|
| 3581 |
3581
Fjell Capital
Fargo,
North Dakota
| $178M | +$31.8M | +22% | 1.17% | – | 86 | 25.58% | 1.1 |
|
| 3582 |
3582
M.E. Allison & Co
San Antonio,
Texas
| $178M | +$4.58M | +3% | 1.12% | – | 201 | 7.46% | 1.4 |
|
| 3583 |
3583
Accelerate Investment Advisors
Aliso Viejo,
California
| $178M | +$4.14M | +2% | 0.49% | – | 161 | 16.15% | 1.3 |
|
| 3584 |
3584
Welch Financial Planning
Boulder,
Colorado
| $178M | +$6.57M | +4% | 0.36% | – | 85 | 21.18% | 0.5 |
|
| 3585 |
3585
Hartmann Taylor Wealth Management
Dallas,
Texas
| $178M | +$27.1M | +18% | 0.95% | – | 64 | 20.31% | 1.2 |
|
| 3586 |
3586
Strong Retirement Solutions
Silverdale,
Washington
| $178M | +$11.1M | +7% | 5.18% | – | 87 | 9.2% | 0.7 |
|
| 3587 |
3587
Ariston Services Group
San Diego,
California
| $178M | -$3.44M | -2% | 2.65% | 71.7% | 73 | 5.48% | 0.2 |
|
| 3588 |
3588
DeLarme Wealth Management
Palos Verdes Estates,
California
| $178M | +$5.31M | +3% | 0.72% | – | 76 | 17.11% | 0.6 |
|
| 3589 |
3589
Valley Brook Capital Group
Venetia,
Pennsylvania
| $178M | +$1.31M | +0.7% | 3.86% | 122% | 123 | 6.5% | 4 |
|
| 3590 |
3590
GK Wealth Management
Reno,
Nevada
| $178M | -$12.8M | -7% | 1.33% | – | 1,634 | 86.05% | 0 |
|
| 3591 |
3591
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $177M | +$3.28M | +2% | 2.84% | 90.4% | 181 | 7.18% | 2.2 |
|
| 3592 |
3592
Wilkins Miller Wealth Management
Mobile,
Alabama
| $177M | -$4.76M | -3% | 0.2% | – | 99 | 8.08% | 1.5 |
|
| 3593 |
CWD
3593
Clarity Wealth Development
Corvallis,
Oregon
| $177M | -$3.1M | -2% | 0.86% | – | 60 | 18.33% | 1.2 |
|
| 3594 |
3594
Thor Investment Management
Cincinnati,
Ohio
| $177M | +$1.06M | +0.6% | 3.95% | 122% | 61 | 24.59% | 1.9 |
|
| 3595 |
3595
Five Pine Wealth Management
Coeur D Alene,
Idaho
| $177M | +$110K | +0.1% | 1.05% | – | 55 | 16.36% | 1.4 |
|
| 3596 |
3596
Prentiss Smith & Co
Brattleboro,
Vermont
| $177M | -$5.61M | -3% | 0.33% | 67.4% | 71 | 7.04% | 6.3 |
|
| 3597 |
3597
Ridgeline Wealth
Mesa,
Arizona
| $176M | +$5.48M | +3% | 0.75% | – | 63 | 7.94% | 1.3 |
|
| 3598 |
3598
Richardson Financial Services
Medway,
Massachusetts
| $176M | +$2.42K | +0% | 1.87% | 77.4% | 647 | 14.37% | 1.8 |
|
| 3599 |
3599
Aurora Investment Managers
Naples,
Florida
| $176M | +$12.8M | +8% | 12.2% | 74.4% | 53 | 3.77% | 1.9 |
|
| 3600 |
3600
Brookmont Capital Management
Dallas,
Texas
| $176M | -$10.4M | -6% | 5.59% | 32.2% | 66 | 10.61% | 6.2 |
|