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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Collar Capital Management
Appleton,
Wisconsin
| $167M | -$2.4M | -1% | 4.32% | – | 75 | 12% | 1.4 |
|
| 3702 |
3702
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $167M | +$10.4M | +7% | 4.77% | – | 178 | 16.29% | 1.1 |
|
| 3703 |
SMP
3703
Santa Monica Partners
Palm Beach Gardens,
Florida
| $167M | -$18.4M | -10% | 7.02% | 102% | 13 | 0% | 6.6 |
|
| 3704 |
3704
GreatBanc Trust
Lisle,
Illinois
| $167M | +$5.75M | +4% | 0.36% | – | 71 | 8.45% | 0.9 |
|
| 3705 |
3705
Macroview Investment Management
Bethesda,
Maryland
| $167M | +$4.87M | +3% | 1.92% | 76.6% | 112 | 10.71% | 4.7 |
|
| 3706 |
3706
Alpha Wealth Funds
Park City,
Utah
| $167M | -$16.6M | -9% | 0.16% | – | 76 | 60.53% | 0.7 |
|
| 3707 |
BRWM
3707
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| $167M | -$12.9M | -7% | 3.02% | – | 120 | 18.33% | 1.3 |
|
| 3708 |
3708
Silvia McColl Wealth Management
San Diego,
California
| $167M | +$314K | +0.2% | 1.73% | 82.7% | 125 | 8% | 3 |
|
| 3709 |
3709
Westco Advisory Services
Lynbrook,
New York
| $166M | +$775K | +0.5% | 2.85% | – | 103 | 8.74% | 0.7 |
|
| 3710 |
3710
Hickory Point Bank & Trust
Decatur,
Illinois
| $166M | +$1.4M | +0.8% | 1.53% | – | 485 | 12.99% | 0.8 |
|
| 3711 |
3711
Lifetime Wealth Management
Rockwall,
Texas
| $166M | -$5.16M | -3% | 4.08% | – | 93 | 8.6% | 0.7 |
|
| 3712 |
3712
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $166M | +$176K | +0.1% | 1.42% | 79% | 91 | 4.4% | 3.9 |
|
| 3713 |
3713
MidAtlantic Capital Management
Richmond,
Virginia
| $166M | +$5.14M | +3% | 0.37% | 61.2% | 251 | 65.74% | 0.8 |
|
| 3714 |
3714
LDIC Inc
Toronto,
| $166M | +$6.39M | +4% | 4.54% | – | 25 | 24% | 0.3 |
|
| 3715 |
3715
Cogent Private Wealth
Orlando,
Florida
| $166M | +$5.86M | +4% | 0.18% | – | 131 | 15.27% | 0.6 |
|
| 3716 |
3716
Albert D. Mason Inc
Boston,
Massachusetts
| $166M | -$10.2M | -6% | 1.89% | 83.4% | 147 | 10.2% | 5.8 |
|
| 3717 |
3717
Seven Hills Financial
Tallahassee,
Florida
| $166M | – | – | 1.69% | – | 109 | – | 0 |
|
| 3718 |
MJPC
3718
Michael J. Porro & Co
Old Tappan,
New Jersey
| $166M | -$10.1M | -6% | 2.02% | – | 150 | 18% | 0.6 |
|
| 3719 |
MA
3719
McBroom & Associates
Las Vegas,
Nevada
| $165M | -$33.4M | -17% | 2.7% | 148% | 38 | 15.79% | 3.2 |
|
| 3720 |
3720
JDH Wealth Management
Santa Rosa,
California
| $165M | +$1.09M | +0.7% | 0.08% | – | 64 | 12.5% | 1.4 |
|
| 3721 |
3721
Macco Financial Group
Green Bay,
Wisconsin
| $165M | +$11.5M | +7% | 0.71% | – | 25 | 12% | 0.6 |
|
| 3722 |
3722
Mascagni Wealth Management
Clinton,
Mississippi
| $165M | +$4.36M | +3% | 2.34% | – | 148 | 9.46% | 1.3 |
|
| 3723 |
3723
Nautilus Advisors
La Jolla,
California
| $165M | -$4.33M | -3% | 1.5% | – | 186 | 11.29% | 1.3 |
|
| 3724 |
3724
Navigate Wealth Management
Birmingham,
Alabama
| $165M | +$3.87M | +2% | 0.22% | – | 87 | 16.09% | 0.4 |
|
| 3725 |
3725
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $165M | -$5.51M | -3% | 0.91% | – | 107 | 71.96% | 0.4 |
|