We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Auour Investments
Woburn,
Massachusetts
| $353M | +$4.41M | +1% | 0.12% | 39.2% | 97 | 4.12% | 2.4 |
|
| 3727 |
3727
Westwood Wealth Management
Los Angeles,
California
| $353M | +$7.89M | +2% | 9.19% | 495% | 48 | 12.5% | 1.5 |
|
| 3728 |
3728
Alaethes Wealth
Glenbrook,
Nevada
| $353M | +$8.11M | +2% | 3.64% | 106% | 118 | 16.95% | 2.9 |
|
| 3729 |
3729
Your Advocates Ltd
Houston,
Texas
| $352M | +$2.58M | +0.7% | 0.26% | 53.6% | 217 | 6.45% | 3.2 |
|
| 3730 |
3730
Financial Life Advisors
San Antonio,
Texas
| $352M | +$512K | +0.1% | 1.05% | 47% | 68 | 23.53% | 3.1 |
|
| 3731 |
3731
RR Advisors
Dallas,
Texas
| $352M | +$6.58M | +2% | 4.55% | 89.8% | 31 | 25.81% | 3.9 |
|
| 3732 |
3732
Lumbard & Kellner
Hollis,
New Hampshire
| $352M | +$22.1M | +7% | 0.7% | 135% | 117 | 10.26% | 3.2 |
|
| 3733 |
3733
Pines Wealth Management
Southern Pines,
North Carolina
| $352M | +$4.08M | +1% | 1.93% | – | 228 | 6.14% | 1.5 |
|
| 3734 |
FCM
3734
Fieldview Capital Management
Niles,
Michigan
| $352M | +$793K | +0.2% | 6.59% | – | 761 | 64.78% | 0.3 |
|
| 3735 |
3735
Riverview Capital Advisers
Boston,
Massachusetts
| $351M | +$2.65M | +0.8% | 3.23% | 98.7% | 95 | 18.95% | 2.8 |
|
| 3736 |
ODFS
3736
O'Donnell Financial Services
San Rafael,
California
| $351M | +$11.5M | +3% | 0.91% | 64.3% | 80 | 13.75% | 1.8 |
|
| 3737 |
3737
Silverleafe Capital Partners
Germantown,
Tennessee
| $351M | -$15.5M | -4% | 2.29% | 87.7% | 117 | 29.91% | 2.4 |
|
| 3738 |
3738
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $351M | +$2.18M | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|
| 3739 |
PAM
3739
Pegasus Asset Management
Montebello,
New York
| $351M | -$207K | -0.1% | 3.04% | 101% | 77 | 11.69% | 5.3 |
|
| 3740 |
3740
Boothe Investment Group
Dover,
Delaware
| $351M | +$33.2M | +10% | 6.8% | 75.6% | 40 | 7.5% | 2.5 |
|
| 3741 |
3741
Jeppson Wealth Management
Manhattan Beach,
California
| $350M | +$11.1M | +3% | 4.57% | 107% | 257 | 10.89% | 3.7 |
|
| 3742 |
3742
Wilson Asset Management
Sydney,
Australia
| $350M | -$13.7M | -4% | 3.83% | 58% | 47 | 38.3% | 1.3 |
|
| 3743 |
VC
3743
Vision Capital
Toronto,
Ontario, Canada
| $350M | +$41.3M | +13% | 13.7% | 13.9% | 22 | 59.09% | 0.6 |
|
| 3744 |
3744
Ameliora Wealth Management
Zurich,
Switzerland
| $350M | +$13.4M | +4% | 0.77% | 73.9% | 251 | 13.55% | 2.3 |
|
| 3745 |
3745
Inlight Wealth Management
Atlanta,
Georgia
| $350M | +$35.6M | +11% | 1.35% | – | 79 | 22.78% | 1.1 |
|
| 3746 |
3746
Chesapeake Wealth Management
Williamsburg,
Virginia
| $350M | -$6.94M | -2% | 2.06% | 74.9% | 169 | 7.69% | 6.1 |
|
| 3747 |
3747
Argyle Capital Management
Center Valley,
Pennsylvania
| $349M | +$2.22M | +0.6% | 3.81% | 106% | 140 | 5% | 9.5 |
|
| 3748 |
3748
DHJJ Financial Advisors
Naperville,
Illinois
| $349M | +$1.89M | +0.5% | 0.04% | 62.5% | 1,110 | 4.41% | 2.6 |
|
| 3749 |
3749
Ascension Capital Advisors
Houston,
Texas
| $349M | -$7.41M | -2% | 0.47% | 64.1% | 105 | 28.57% | 1.9 |
|
| 3750 |
3750
Jacobsen Capital Management
Salt Lake City,
Utah
| $348M | +$6.31M | +2% | 1.75% | 97.3% | 133 | 10.53% | 2.7 |
|