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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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Brady Family Wealth
Saint Louis,
Missouri
| $345M | -$1.19M | -0.3% | 4.46% | 74.7% | 116 | 10.34% | 3.2 |
|
| 3777 |
3777
Bregal Sagemount IV
St. Helier,
| $345M | -$104M | -23% | 13.2% | – | 1 | 0% | 0.8 |
|
| 3778 |
3778
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $345M | -$446K | -0.1% | 5.22% | 155% | 21 | 9.52% | 6 |
|
| 3779 |
3779
G&S Capital
Denver,
Colorado
| $345M | -$166K | -0% | 2.13% | 85.6% | 171 | 17.54% | 2.9 |
|
| 3780 |
3780
Mayfair Advisory Group
Birmingham,
Alabama
| $345M | +$13M | +4% | 1.31% | 71.5% | 195 | 9.74% | 3.2 |
|
| 3781 |
3781
Acima Private Wealth
Richmond,
Virginia
| $344M | +$33.8K | +0% | 0.47% | 51.1% | 177 | 3.95% | 6.3 |
|
| 3782 |
3782
Goepper Burkhardt
Greenville,
South Carolina
| $344M | +$11.1M | +3% | 1.76% | 58.2% | 104 | 6.73% | 3.4 |
|
| 3783 |
3783
Tandem Financial
Greenwood Village,
Colorado
| $344M | +$11.7M | +4% | 0.79% | – | 106 | 9.43% | 0.9 |
|
| 3784 |
3784
Etesian Wealth Advisors
West Linn,
Oregon
| $344M | +$5.75M | +2% | 1.34% | 60.6% | 144 | 4.17% | 2.8 |
|
| 3785 |
PIP
3785
Palisades Investment Partners
Santa Monica,
California
| $344M | -$7.67M | -2% | 7.7% | – | 57 | 12.28% | 1.4 |
|
| 3786 |
3786
United Bank (Georgia)
Zebulon,
Georgia
| $344M | +$15M | +5% | 3.66% | 93.7% | 130 | 13.08% | 4.8 |
|
| 3787 |
3787
Ferguson Shapiro
Decatur,
Georgia
| $344M | +$1.93M | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
| 3788 |
3788
Mosley Wealth Management
Anaheim,
California
| $343M | +$29.2M | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
| 3789 |
3789
Pamplona Capital Management
New York
| $343M | -$18M | -5% | 0.21% | – | 5 | 20% | 1.5 |
|
| 3790 |
3790
Francisco Partners Management
San Francisco,
California
| $343M | -$18.1M | -5% | 2.51% | 7.11% | 3 | 0% | 5.6 |
|
| 3791 |
3791
Worth Asset Management
Dallas,
Texas
| $343M | +$30.5M | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
| 3792 |
3792
Whitegate Investment Counselors
Concord,
New Hampshire
| $343M | -$8.18M | -2% | 1.3% | 51% | 76 | 9.21% | 6.4 |
|
| 3793 |
3793
Master's Wealth Management
Lancaster,
Pennsylvania
| $343M | +$10.6M | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
| 3794 |
MCG
3794
McCollum Christoferson Group
Amherst,
New York
| $343M | +$1.72M | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 3795 |
WOCP
3795
White Oak Capital Partners
Singapore
| $343M | -$82.6M | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
| 3796 |
3796
Midwest Heritage Bank
West Des Moines,
Iowa
| $342M | -$10.4M | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|
| 3797 |
3797
Ketron Financial
Novato,
California
| $342M | +$20.3M | +6% | 8.12% | – | 69 | 10.14% | 0.6 |
|
| 3798 |
3798
Realta Investment Advisors
Wilmington,
Delaware
| $342M | +$20.4M | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 3799 |
3799
Hi-Line Capital Management
Watertown,
South Dakota
| $342M | -$13.3M | -4% | 0.63% | 55.4% | 33 | 9.09% | 2 |
|
| 3800 |
3800
Hartree Partners
New York
| $342M | -$127M | -27% | 7.55% | 133% | 156 | 71.79% | 0.5 |
|