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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
APW
3801
Aurora Private Wealth
Rockaway,
New Jersey
| $159M | +$1.11M | +0.7% | 2.33% | – | 184 | 12.5% | 3.1 |
|
| 3802 |
FWM
3802
FMA Wealth Management
Duxbury,
Massachusetts
| $159M | +$2.37M | +2% | 0.69% | 40.8% | 44 | 9.09% | 2 |
|
| 3803 |
SC
3803
Settian Capital
New York
| $158M | +$2.64M | +2% | 3.08% | 69% | 28 | 21.43% | 2.2 |
|
| 3804 |
3804
McAlister Sweet & Associates
Houston,
Texas
| $158M | -$28.8M | -15% | 2.53% | 83.6% | 42 | 19.05% | 1.9 |
|
| 3805 |
3805
Willner & Heller
Encino,
California
| $158M | -$1.6M | -1% | 1.7% | 131% | 173 | 6.36% | 3.1 |
|
| 3806 |
3806
Granite Group Advisors
Stamford,
Connecticut
| $158M | -$10.6M | -6% | 5.17% | 74% | 87 | 13.79% | 1.9 |
|
| 3807 |
3807
Joel Adams & Associates
Asheville,
North Carolina
| $158M | +$2.31M | +1% | 1.5% | – | 70 | 8.57% | 1.5 |
|
| 3808 |
3808
Bestgate Wealth Advisors
Frederick,
Maryland
| $158M | +$95.2M | +152% | 0.01% | – | 77 | 41.56% | 0.9 |
|
| 3809 |
3809
Eddie Patel Inc
Chicago,
Illinois
| $158M | -$9.35M | -6% | 3.13% | – | 147 | 31.29% | 0.4 |
|
| 3810 |
3810
Entruity Wealth
Bakersfield,
California
| $158M | +$3.36M | +2% | 0.36% | – | 56 | 5.36% | 1.2 |
|
| 3811 |
3811
DKM Wealth Management
Stockton,
California
| $158M | +$4.93M | +3% | 0.68% | – | 77 | 5.19% | 1.4 |
|
| 3812 |
JWM
3812
JP Wealth Management
Mt. Pleasant,
South Carolina
| $158M | -$1.02M | -0.6% | 1.04% | – | 14 | 0% | 1.5 |
|
| 3813 |
3813
J2 Capital Management
Troy,
Michigan
| $158M | +$9.07M | +6% | 1.77% | – | 137 | 23.36% | 2.1 |
|
| 3814 |
3814
Mueller Wealth
Mishicot,
Wisconsin
| $158M | +$10.9M | +7% | 0.2% | – | 19 | 5.26% | 0.7 |
|
| 3815 |
3815
Madrid Wealth Management
Albuquerque,
New Mexico
| $157M | +$5.07M | +3% | 0.41% | – | 77 | 10.39% | 0.7 |
|
| 3816 |
3816
Liberty Atlantic Advisors
Allen,
Texas
| $157M | +$18.4M | +13% | 0.07% | – | 94 | 15.96% | 0.6 |
|
| 3817 |
3817
Schwallier Wealth Management
Grand Rapids,
Michigan
| $157M | -$1.04M | -0.7% | 0.83% | 42.3% | 72 | 9.72% | 1.3 |
|
| 3818 |
3818
Outbound Financial Inc
Boulder,
Colorado
| $157M | +$2.82M | +2% | 0.07% | – | 47 | 6.38% | 1.1 |
|
| 3819 |
3819
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $157M | +$22.1M | +16% | 1.61% | – | 79 | 7.59% | 1.5 |
|
| 3820 |
3820
Chartist Inc
Seal Beach,
California
| $157M | -$3.32M | -2% | 3.11% | – | 22 | 4.55% | 6.7 |
|
| 3821 |
3821
Guardian Investment Management
Tiburon,
California
| $157M | +$1.94M | +1% | 3.97% | 103% | 61 | 3.28% | 7.1 |
|
| 3822 |
3822
Covestor
London,
United Kingdom
| $157M | -$16.3M | -9% | 1.73% | 134% | 2,984 | 12.63% | 3.6 |
|
| 3823 |
3823
Guild Investment Management
Los Angeles,
California
| $157M | +$10.4M | +7% | 7.38% | 119% | 66 | 22.73% | 2.1 |
|
| 3824 |
3824
Capital Squared Financial
Rockville,
Maryland
| $157M | +$3.81M | +2% | 0.03% | – | 91 | 5.49% | 1.1 |
|
| 3825 |
3825
Redwood Park Advisors
Redwood City,
California
| $157M | +$4.49M | +3% | 3.24% | – | 466 | 25.97% | 1.1 |
|