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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Del-Sette Capital Management
Schenectady,
New York
| $172M | +$506K | +0.3% | 0.41% | 112% | 57 | 26.32% | 2.3 |
|
| 3652 |
3652
Waypoint Wealth Counsel
Atlanta,
Georgia
| $172M | +$11.8M | +7% | 4.56% | 111% | 181 | 27.62% | 1.8 |
|
| 3653 |
3653
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $171M | +$5.32M | +3% | 1.56% | 51.3% | 296 | 26.01% | 2.4 |
|
| 3654 |
3654
MontVue Capital Management
Lynchburg,
Virginia
| $171M | -$2.5M | -1% | 0.56% | 76% | 78 | 6.41% | 2.2 |
|
| 3655 |
3655
Lakeside Advisors
Seattle,
Washington
| $171M | +$12.4M | +8% | 9.32% | 83.7% | 70 | 12.86% | 3.7 |
|
| 3656 |
CE
3656
Cornerstone Enterprises
Appleton,
Wisconsin
| $171M | -$50.9M | -23% | 0.87% | 85.7% | 56 | 33.93% | 1.1 |
|
| 3657 |
3657
TopTier Wealth Management
Muskego,
Wisconsin
| $171M | +$5.56M | +3% | 0.77% | – | 138 | 7.25% | 0.7 |
|
| 3658 |
3658
Evansbrook
Bolingbrook,
Illinois
| $171M | +$3.45M | +2% | 2.38% | – | 130 | 5.38% | 0.7 |
|
| 3659 |
3659
SLT Holdings
Scottsdale,
Arizona
| $171M | +$8.26M | +5% | 11.7% | – | 196 | 44.39% | 0.8 |
|
| 3660 |
3660
Northland Securities
Minneapolis,
Minnesota
| $171M | -$736K | -0.4% | 0.91% | – | 121 | 12.4% | 0.7 |
|
| 3661 |
3661
MQS Management
New York
| $171M | +$89M | +109% | 5.77% | 4.55% | 545 | 81.83% | 0.1 |
|
| 3662 |
3662
Fairscale Capital
Nashua,
New Hampshire
| $171M | +$3.47M | +2% | 4.82% | – | 553 | 20.61% | 1.5 |
|
| 3663 |
3663
Petros Family Wealth
Bloomington,
Minnesota
| $171M | +$7.35M | +4% | 1.77% | – | 146 | 17.81% | 1.2 |
|
| 3664 |
3664
Hahn Capital Management
Walnut Creek,
California
| $171M | +$5.76M | +3% | 6.91% | 71.7% | 33 | 21.21% | 7.3 |
|
| 3665 |
3665
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| $171M | -$6.45M | -4% | 3.56% | 110% | 53 | 11.32% | 1.8 |
|
| 3666 |
3666
Stolz & Associates
Tacoma,
Washington
| $171M | +$10.4M | +6% | 0.59% | – | 42 | 26.19% | 0.5 |
|
| 3667 |
3667
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $171M | +$17.8M | +12% | 2.33% | 4.78% | 7 | 14.29% | 3 |
|
| 3668 |
3668
Granite Islands Private Wealth
Guilford,
Connecticut
| $170M | +$35.2M | +26% | 5.24% | – | 94 | 25.53% | 0.6 |
|
| 3669 |
3669
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $170M | +$4.06M | +2% | 2.78% | – | 129 | 9.3% | 1.3 |
|
| 3670 |
3670
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $170M | +$2.21M | +1% | 1.38% | – | 152 | 11.18% | 1.3 |
|
| 3671 |
3671
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $170M | -$24.4M | -13% | 7.06% | 36.9% | 76 | 5.26% | 8.5 |
|
| 3672 |
3672
Apex Wealth Management
Bedford,
New Hampshire
| $170M | +$6.17M | +4% | 0.97% | – | 70 | 24.29% | 1.1 |
|
| 3673 |
3673
Credit Capital Investments
Livingston,
New Jersey
| $170M | -$4.77M | -3% | 1.01% | 500% | 51 | 37.25% | 1.8 |
|
| 3674 |
3674
Mainstream Capital Management
Los Angeles,
California
| $170M | +$3.79M | +2% | 3.07% | – | 304 | 71.05% | 0.5 |
|
| 3675 |
3675
Hemming & Wealth Management
Traverse City,
Michigan
| $170M | +$5.55M | +3% | 1.17% | – | 16 | 0% | 0.7 |
|