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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, 3,922 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Stonebridge Wealth Management
Oak Brook,
Illinois
| $112M | +$695K | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|
| 3652 |
3652
Zenith Solutions
Philadelphia,
Pennsylvania
| $112M | +$1.98M | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 3653 |
3653
Vericrest Private Wealth
Newtown,
Pennsylvania
| $112M | -$195K | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 3654 |
3654
Fortune Financial Group
Naples,
Florida
| $112M | -$15.6M | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 3655 |
3655
Haven Global Partners
Atlanta,
Georgia
| $112M | -$18.3M | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 3656 |
3656
Teza Capital Management
Chicago,
Illinois
| $112M | +$60.2M | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 3657 |
3657
Banta Asset Management
Newport Beach,
California
| $112M | -$117K | -0.1% | 1.3% | – | 21 | 19.05% | 4.8 |
|
| 3658 |
3658
Plus Group Wealth Advisors
Belgium,
Wisconsin
| $112M | +$5.48M | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|
| 3659 |
3659
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $112M | -$874K | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 3660 |
3660
Urban Wealth Management
El Segundo,
California
| $112M | -$3.09M | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 3661 |
3661
Objective Capital Management
Pepper Pike,
Ohio
| $112M | -$1.06M | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 3662 |
3662
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| $111M | +$2M | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 3663 |
3663
Atlas Venture Advisors
Boston,
Massachusetts
| $111M | -$32.3M | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 3664 |
3664
Thayer Financial
Hickory,
North Carolina
| $111M | +$1.04M | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|
| 3665 |
3665
Layline Advisors
Rochester,
New York
| $111M | -$942K | -0.8% | 0.05% | – | 80 | 8.75% | 0.4 |
|
| 3666 |
3666
RCW Management
Jacksonville,
Florida
| $111M | -$1.03M | -0.9% | 0.47% | – | 68 | 1.47% | 0.7 |
|
| 3667 |
3667
Chicago Capital Management
Chicago,
Illinois
| $110M | -$1.87M | -2% | 7.44% | 270% | 37 | 48.65% | 0.5 |
|
| 3668 |
3668
Decision Investments
San Diego,
California
| $110M | +$523K | +0.5% | 2.62% | – | 155 | 9.68% | 0.7 |
|
| 3669 |
3669
Michael Brady & Co
Westlake,
Ohio
| $110M | -$3.14M | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 3670 |
3670
Barden Capital Management
Austin,
Texas
| $110M | +$1.57M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 3671 |
3671
Deer Park Road Corp
Steamboat Springs,
Colorado
| $110M | +$85.3M | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 3672 |
3672
Weber Capital Management
San Francisco,
California
| $110M | -$7.81M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 3673 |
3673
Kachkovsky & Fisher Inc
San Diego,
California
| $110M | +$5.55M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 3674 |
3674
American National Bank of Texas
Richardson,
Texas
| $109M | -$88.7K | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 3675 |
3675
Aspirean Wealth
Mill Valley,
California
| $109M | +$1.57M | +1% | 0.05% | – | 20 | 10% | 0.7 |
|