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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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Sweeney & Michel
Chico,
California
| $376M | -$5.05M | -1% | 1.51% | – | 172 | 8.14% | 2.3 |
|
| 3577 |
HNH
3577
Hopwood Nicholas Hunter
| $376M | +$11.1M | +3% | 0.52% | – | 142 | 11.97% | 0.6 |
|
| 3578 |
3578
Veery Capital
Wilmington,
Delaware
| $375M | +$2.96M | +0.8% | 0.12% | 63.4% | 109 | 15.6% | 3.3 |
|
| 3579 |
SC
3579
Schiavi & Co
Wilmington,
Delaware
| $375M | -$3.35M | -0.9% | 1.33% | 43.6% | 60 | 8.33% | 2.4 |
|
| 3580 |
3580
Headlands Technologies
Chicago,
Illinois
| $375M | -$567M | -60% | 5.82% | 178% | 823 | 83.48% | 0.3 |
|
| 3581 |
3581
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $375M | -$60.4M | -14% | 3.58% | – | 2 | 0% | 1.5 |
|
| 3582 |
3582
FSB Premier Wealth Management
Waterloo,
Iowa
| $375M | +$20M | +6% | 1.23% | 61% | 275 | 14.91% | 3.1 |
|
| 3583 |
3583
Pinnacle Bancorp
Beatrice,
Nebraska
| $375M | -$9.5M | -2% | 1.31% | 72.9% | 950 | 5.79% | 5.1 |
|
| 3584 |
3584
White Mountains Insurance Group
Hanover,
New Hampshire
| $375M | -$18.7M | -5% | 9.72% | 107% | 2 | 0% | 3.3 |
|
| 3585 |
MJP
3585
Michael J. Puzo
| $375M | -$13.1M | -3% | 3.5% | 104% | 69 | 10.14% | 7.4 |
|
| 3586 |
KA
3586
Kooman & Associates
Altoona,
Pennsylvania
| $375M | +$2.32M | +0.6% | 0.77% | 66% | 57 | 7.02% | 2.6 |
|
| 3587 |
3587
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $374M | -$5.14M | -1% | 1.01% | 60.3% | 50 | 22% | 2.4 |
|
| 3588 |
3588
StrongBox Wealth
Lee's Summit,
Missouri
| $374M | +$23.3M | +7% | 1.26% | 63.9% | 358 | 27.37% | 1.2 |
|
| 3589 |
3589
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $374M | +$25.8M | +7% | 4.32% | 178% | 70 | 21.43% | 3.4 |
|
| 3590 |
BFCFSI
3590
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
| $374M | -$370M | -50% | 4.16% | – | 2,749 | 59.73% | 1.4 |
|
| 3591 |
3591
Everpar Advisors
Tulsa,
Oklahoma
| $374M | +$22.1M | +6% | 3.84% | 130% | 334 | 16.47% | 1.7 |
|
| 3592 |
3592
Morling Financial Advisors
Fremont,
California
| $374M | +$13.5M | +4% | 0.33% | 97.6% | 154 | 26.62% | 2.1 |
|
| 3593 |
3593
Cypress Financial Planning
Haddon Heights,
New Jersey
| $373M | -$39.4M | -10% | 1.9% | 41.2% | 116 | 17.24% | 2 |
|
| 3594 |
3594
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $373M | -$20.8K | -0% | 0.83% | 59.8% | 117 | 11.97% | 2.1 |
|
| 3595 |
3595
HealthInvest Partners
Stockholm,
Sweden
| $373M | +$1.69M | +0.5% | 2.14% | 146% | 43 | 18.6% | 1.9 |
|
| 3596 |
3596
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $373M | +$76.8M | +26% | 1.94% | – | 13 | 23.08% | 1.7 |
|
| 3597 |
3597
Watershed Private Wealth
Oak Brook,
Illinois
| $373M | +$18.2M | +5% | 1.58% | 80.3% | 129 | 17.05% | 2.3 |
|
| 3598 |
LA
3598
LFL Advisers
Evanston,
Illinois
| $373M | -$815K | -0.2% | 4.27% | 73.9% | 10 | 10% | 6.9 |
|
| 3599 |
3599
Lisanti Capital Growth
New York
| $373M | -$81.7M | -18% | 16.6% | 1,588% | 161 | 73.29% | 0.4 |
|
| 3600 |
MKC
3600
M. Kraus & Co
Shelburne,
Vermont
| $373M | -$4.18M | -1% | 3.17% | 65.9% | 88 | 7.95% | 6.9 |
|