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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Oxler Private Wealth
Rye Brook,
New York
| $372M | +$22.3M | +6% | 9.82% | 119% | 94 | 6.38% | 4.2 |
|
| 3602 |
3602
Private Client Services
Louisville,
Kentucky
| $372M | -$9.16M | -2% | 1.1% | 72% | 271 | 29.89% | 1.4 |
|
| 3603 |
CVA
3603
Central Valley Advisors
Sacramento,
California
| $372M | -$17.7M | -5% | 1.83% | 77.8% | 202 | 24.75% | 1.8 |
|
| 3604 |
3604
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $372M | +$66M | +22% | 1.1% | 92.9% | 211 | 45.02% | 1.5 |
|
| 3605 |
3605
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $372M | +$17.3M | +5% | 3.73% | 103% | 88 | 7.95% | 3.8 |
|
| 3606 |
3606
Veracity Capital
Atlanta,
Georgia
| $372M | +$1.23M | +0.3% | 1.86% | 149% | 248 | 20.56% | 3.1 |
|
| 3607 |
SA
3607
SAM Advisors
Oakhurst,
California
| $372M | +$5.26M | +1% | 0.92% | 64.3% | 49 | 2.04% | 2.8 |
|
| 3608 |
3608
Argos Wealth Advisors
Sacramento,
California
| $371M | -$6.36M | -2% | 3.56% | – | 238 | 13.45% | 0.6 |
|
| 3609 |
3609
Regimen Wealth
Atlanta,
Georgia
| $371M | +$46.3K | +0% | 0.85% | 37.8% | 86 | 23.26% | 2.2 |
|
| 3610 |
3610
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $371M | -$7.29M | -2% | 2.04% | 78% | 219 | 15.98% | 2.8 |
|
| 3611 |
3611
Missouri Trust & Investment Company
Springfield,
Missouri
| $371M | +$2.63M | +0.7% | 4.1% | 81.6% | 149 | 4.7% | 4.3 |
|
| 3612 |
3612
Stone Summit Wealth
Miami,
Florida
| $370M | -$23.8M | -6% | 0.35% | 67% | 145 | 6.21% | 3.8 |
|
| 3613 |
3613
One Advisory Partners
Overland Park,
Kansas
| $370M | +$2.85M | +0.8% | 1.25% | 58.3% | 79 | 22.78% | 2.4 |
|
| 3614 |
3614
Rench Wealth Management
Denton,
Texas
| $370M | -$2.51M | -0.7% | 2.43% | 121% | 69 | 11.59% | 5.5 |
|
| 3615 |
3615
Aspen Investment Management
Grand Rapids,
Michigan
| $370M | -$1.99M | -0.5% | 1.63% | 92.6% | 191 | 6.81% | 6.2 |
|
| 3616 |
3616
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $370M | +$17.5M | +5% | 0.48% | 72.1% | 89 | 8.99% | 2.8 |
|
| 3617 |
3617
Commonwealth Retirement Investments
Richmond,
Virginia
| $370M | +$1.34M | +0.4% | 2.87% | 96.7% | 415 | 69.4% | 2.3 |
|
| 3618 |
3618
Wealth Effects
Boston,
Massachusetts
| $370M | -$964K | -0.3% | 1.52% | 235% | 270 | 11.85% | 2.7 |
|
| 3619 |
3619
Solitude Financial Services
Charlottesville,
Virginia
| $370M | +$8.29M | +2% | 1.64% | 62.4% | 42 | 9.52% | 3.1 |
|
| 3620 |
3620
Reston Wealth Management
Reston,
Virginia
| $369M | -$2.08M | -0.6% | 0.18% | 66.4% | 72 | 11.11% | 3.7 |
|
| 3621 |
3621
Fosun International
Hong Kong,
China
| $369M | -$77.4M | -17% | 6.21% | 37.8% | 79 | 18.99% | 1.7 |
|
| 3622 |
3622
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $369M | +$8.41M | +2% | 4.5% | 96.4% | 70 | 1.43% | 6.6 |
|
| 3623 |
3623
Seafarer Capital Partners
Larkspur,
California
| $369M | -$65.3M | -15% | 3.86% | 61.3% | 9 | 0% | 3.8 |
|
| 3624 |
FSA
3624
Financial Services Advisory
Rockville,
Maryland
| $368M | -$30.9M | -8% | 0.76% | 82.5% | 92 | 43.48% | 1.2 |
|
| 3625 |
3625
PCA Investment Advisory Services
Cincinnati,
Ohio
| $368M | +$10M | +3% | 0.87% | 71.4% | 61 | 4.92% | 2.5 |
|