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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Cabot-Wellington
Boston,
Massachusetts
| $368M | -$11.9M | -3% | 0.76% | 73.1% | 5 | 0% | 6.1 |
|
| 3627 |
3627
Graybill Wealth Management
Elmhurst,
Illinois
| $368M | -$3.9M | -1% | 0.78% | – | 87 | 5.75% | 5.1 |
|
| 3628 |
3628
Creek Drive Management Group
San Francisco,
California
| $368M | +$162M | +78% | 20.3% | – | 75 | 53.33% | 0.4 |
|
| 3629 |
3629
Quantum Financial Planning Services
Spokane,
Washington
| $367M | +$44.5M | +14% | 0.54% | – | 60 | 13.33% | 1.2 |
|
| 3630 |
3630
Sagil Capital
London,
United Kingdom
| $367M | +$87M | +31% | 2.58% | 100% | 31 | 45.16% | 0.4 |
|
| 3631 |
ITIM
3631
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $367M | +$1.07M | +0.3% | 1.65% | 114% | 485 | 7.01% | 4.1 |
|
| 3632 |
3632
25 LLC
St. Louis,
Missouri
| $367M | +$1.7M | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
| 3633 |
HP
3633
Havemeyer Place
Greenwich,
Connecticut
| $366M | -$646M | -64% | 2.05% | – | 634 | 74.92% | 0.3 |
|
| 3634 |
3634
Eaton-Cambridge
Phoenix,
Arizona
| $366M | +$10.7M | +3% | 0.58% | 48.7% | 79 | 18.99% | 1.4 |
|
| 3635 |
3635
BCS Private Wealth Management
Rumson,
New Jersey
| $366M | +$34.2M | +10% | 3.11% | – | 213 | 19.72% | 0.9 |
|
| 3636 |
3636
Southern Financial Group
Birmingham,
Alabama
| $366M | -$25.5M | -7% | 4.08% | – | 96 | 8.33% | 0.7 |
|
| 3637 |
3637
Purus Wealth Management
Newport Beach,
California
| $366M | +$3.04M | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
| 3638 |
3638
Gill Capital Partners
Denver,
Colorado
| $366M | -$11.8M | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
| 3639 |
3639
Barrett & Company
Providence,
Rhode Island
| $366M | +$8.51M | +2% | 1.91% | 83.6% | 727 | 10.45% | 3 |
|
| 3640 |
3640
Essential Planning
Portsmouth,
New Hampshire
| $365M | +$11.6M | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
| 3641 |
FNWM
3641
Financial Network Wealth Management
Draper,
Utah
| $365M | +$12.4M | +4% | 3.18% | – | 123 | 6.5% | 2.8 |
|
| 3642 |
3642
Planned Solutions
Folsom,
California
| $365M | +$16.2M | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
| 3643 |
3643
EntryPoint Capital
New York
| $365M | -$47.1M | -11% | 3.74% | 40.3% | 1,040 | 57.12% | 0.4 |
|
| 3644 |
3644
Saiph Capital
Wyckoff,
New Jersey
| $365M | +$30.9M | +9% | 2.3% | 60.7% | 156 | 31.41% | 1.4 |
|
| 3645 |
3645
Kirkwood Financial Services
San Antonio,
Texas
| $365M | +$14.9M | +4% | 1.71% | – | 43 | 6.98% | 1.3 |
|
| 3646 |
3646
First Washington Corp
Seattle,
Washington
| $365M | -$45.7M | -11% | 3.15% | 153% | 53 | 15.09% | 5.1 |
|
| 3647 |
3647
Sterling Financial Planning
Sparta,
New Jersey
| $365M | -$2.87M | -0.8% | 1.31% | 59.3% | 127 | 5.51% | 4.1 |
|
| 3648 |
3648
Impact Capital Partners
Greenwood Village,
Colorado
| $365M | -$1.88M | -0.5% | 3.47% | – | 297 | 14.81% | 1.4 |
|
| 3649 |
3649
NFC Investments
Memphis,
Tennessee
| $365M | -$28.6M | -7% | 4.57% | 58% | 45 | 4.44% | 4.8 |
|
| 3650 |
SAMT
3650
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $365M | +$17.2M | +5% | 2.59% | 80% | 80 | 6.25% | 4.5 |
|