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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
SJBenen ADVISORY
Chapel Hill,
North Carolina
| $165M | -$11.5M | -6% | 7.65% | – | 37 | 18.92% | 0.6 |
|
| 3727 |
BAWM
3727
Bennett Associates Wealth Management
Butler,
Pennsylvania
| $165M | +$3.31M | +2% | 0.61% | 51% | 62 | 29.03% | 1.4 |
|
| 3728 |
3728
Ahara Advisors
Jersey City,
New Jersey
| $165M | +$17M | +12% | 6.28% | – | 61 | 9.84% | 0.6 |
|
| 3729 |
3729
Nabity-Jensen Investment Management
Omaha,
Nebraska
| $165M | +$1.74M | +1% | 1.81% | 85.3% | 71 | 2.82% | 2.4 |
|
| 3730 |
PIA
3730
Prakash Investment Advisors
Andover,
Massachusetts
| $165M | -$9.27M | -5% | 1.22% | – | 106 | 14.15% | 0.9 |
|
| 3731 |
3731
McAlvany Wealth Management
Durango,
Colorado
| $165M | +$31M | +23% | 11.4% | – | 49 | 6.12% | 0.6 |
|
| 3732 |
3732
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $165M | +$20.5M | +14% | 1.6% | 58.2% | 89 | 19.1% | 2.5 |
|
| 3733 |
LWM
3733
Lighthouse Wealth Management
Ashland,
Ohio
| $165M | +$3.66M | +2% | 1.43% | – | 52 | 13.46% | 1.3 |
|
| 3734 |
3734
Ibex Investors
Denver,
Colorado
| $165M | -$29.4M | -15% | 4.69% | 1.71% | 16 | 31.25% | 1.4 |
|
| 3735 |
3735
Somnio Financial Group
Glastonbury,
Connecticut
| $165M | -$4.15M | -2% | 2.09% | – | 14 | 0% | 2.1 |
|
| 3736 |
3736
Avant Financial Advisors
Austin,
Texas
| $164M | +$3.86M | +2% | 0.24% | – | 71 | 4.23% | 1.6 |
|
| 3737 |
3737
Flagship Capital Management
Media,
Pennsylvania
| $164M | +$5.9M | +4% | 5.79% | – | 53 | 7.55% | 0.7 |
|
| 3738 |
3738
Beacon Hill Wealth Management
Victoria,
| $164M | +$19.9M | +14% | 1.05% | – | 28 | 17.86% | 0.2 |
|
| 3739 |
SWM
3739
SpringVest Wealth Management
Dallas,
Texas
| $164M | +$4.86M | +3% | 1.24% | – | 82 | 10.98% | 1.3 |
|
| 3740 |
3740
Lancaster Investment Management
London,
United Kingdom
| $164M | -$1.72M | -1% | 5.92% | 0.78% | 12 | 33.33% | 0.7 |
|
| 3741 |
3741
Robinson Smith Wealth Advisors
South Portland,
Maine
| $164M | -$3.25M | -2% | 1.11% | 62.6% | 100 | 3% | 2 |
|
| 3742 |
3742
Climber Capital
Nyon,
Switzerland
| $164M | +$125K | +0.1% | 0.83% | – | 68 | 8.82% | 1.5 |
|
| 3743 |
3743
Income Research & Management
Boston,
Massachusetts
| $164M | -$20.9M | -11% | 0.5% | 1.19% | 33 | 9.09% | 1.5 |
|
| 3744 |
KRAVCF
3744
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
| $164M | -$12.4M | -7% | 1.85% | – | 20 | 15% | 0.6 |
|
| 3745 |
BFS
3745
Burr Financial Services
Pleasant Hill,
California
| $164M | +$2.39M | +1% | 3.08% | 478% | 31 | 32.26% | 1.7 |
|
| 3746 |
3746
Merkkuri Wealth Advisors
Hicksville,
New York
| $163M | +$2.21M | +1% | 0.32% | – | 84 | 10.71% | 1.8 |
|
| 3747 |
KLCM
3747
KG&L Capital Management
Saint Francisville,
Louisiana
| $163M | -$4.8M | -3% | 1.14% | 91.9% | 150 | 16.67% | 3.9 |
|
| 3748 |
3748
Cooksen Wealth
The Woodlands,
Texas
| $163M | +$4.49M | +3% | 0.08% | 70.7% | 45 | 2.22% | 2.7 |
|
| 3749 |
3749
Zeit Capital
Greenwood Village,
Colorado
| $163M | -$2.78M | -2% | 0.47% | 56.5% | 53 | 15.09% | 3.1 |
|
| 3750 |
3750
Cushing Capital Partners
Delafield,
Wisconsin
| $163M | +$17.8M | +12% | 2.04% | – | 115 | 15.65% | 1.1 |
|