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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Redmond Asset Management
Henrico,
Virginia
| $338M | -$62.6M | -16% | 0.55% | 68.2% | 203 | 10.34% | 5 |
|
| 3827 |
3827
Haverford Financial Services
Radnor,
Pennsylvania
| $338M | -$1.3M | -0.4% | 5.91% | 75.9% | 51 | 5.88% | 6.1 |
|
| 3828 |
FP
3828
FFG Partners
Fort Lauderdale,
Florida
| $338M | -$14.6M | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|
| 3829 |
3829
IronBridge Private Wealth
Austin,
Texas
| $338M | +$33.2M | +11% | 9.38% | 143% | 58 | 36.21% | 1.8 |
|
| 3830 |
3830
Red Lighthouse Investment Management
New York
| $338M | +$1.97M | +0.6% | 1.4% | 71.1% | 86 | 2.33% | 2.3 |
|
| 3831 |
3831
Aikya Investment Management
London,
United Kingdom
| $337M | -$3.17M | -0.9% | 5.92% | 11.1% | 5 | 0% | 2 |
|
| 3832 |
3832
Passive Capital Management
Baltimore,
Maryland
| $337M | +$17.3M | +5% | 1.81% | 41% | 118 | 25.42% | 2.3 |
|
| 3833 |
3833
PFW Advisors
Atlanta,
Georgia
| $337M | -$6.26M | -2% | 0.21% | – | 135 | 17.78% | 4.7 |
|
| 3834 |
3834
L.K. Benson & Company
Baltimore,
Maryland
| $337M | +$5.16M | +2% | 3.61% | – | 125 | 13.6% | 1.4 |
|
| 3835 |
3835
Investment Research & Advisory Group
Atlanta,
Georgia
| $337M | +$12.7M | +4% | 5.35% | 105% | 352 | 16.76% | 2.8 |
|
| 3836 |
3836
Sovereign Investment Advisors
Phoenix,
Arizona
| $337M | -$196M | -37% | 1.09% | 46.6% | 119 | 13.45% | 1.6 |
|
| 3837 |
3837
Cliffwater
Marina Del Rey,
California
| $337M | -$65.1M | -16% | 0.9% | 28.7% | 24 | 25% | 5 |
|
| 3838 |
3838
NKCFO LLC
Geneva,
Illinois
| $337M | +$6.36M | +2% | 8.78% | 237% | 117 | 47.86% | 1.1 |
|
| 3839 |
3839
Empirical Capital Management
Hendersonville,
Tennessee
| $336M | -$29.5M | -8% | 1.33% | 205% | 34 | 47.06% | 1.7 |
|
| 3840 |
3840
Triton Wealth Management
Sun City,
Arizona
| $336M | +$10.8M | +3% | 2.1% | – | 149 | 20.13% | 2.7 |
|
| 3841 |
LWMM
3841
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $336M | -$53.3M | -14% | 4.47% | 105% | 132 | 19.7% | 2.9 |
|
| 3842 |
3842
Corbyn Investment Management
Lutherville,
Maryland
| $336M | -$10.1M | -3% | 4.95% | 71% | 68 | 4.41% | 5.6 |
|
| 3843 |
3843
United Airlines Holdings
Chicago,
Illinois
| $336M | -$49.1M | -13% | 12.6% | – | 4 | 0% | 0.6 |
|
| 3844 |
3844
Nicollet Investment Management
Minneapolis,
Minnesota
| $336M | +$12.2M | +4% | 8.91% | 104% | 81 | 9.88% | 5.2 |
|
| 3845 |
3845
Intrepid Financial Planning Group
Carmel,
Indiana
| $336M | +$41.8M | +14% | 1.24% | 100% | 141 | 9.22% | 2.6 |
|
| 3846 |
3846
Tieton Capital Management
Yakima,
Washington
| $336M | -$11.9M | -3% | 4.63% | 155% | 37 | 5.41% | 5.7 |
|
| 3847 |
3847
United Community Bank
Greenville,
South Carolina
| $336M | +$12.5M | +4% | 1.42% | 72.7% | 595 | 16.64% | 2.3 |
|
| 3848 |
3848
HF Advisory Group
Annapolis,
Maryland
| $336M | +$12.3M | +4% | 2.33% | 73.2% | 175 | 4.57% | 3 |
|
| 3849 |
3849
Core Wealth Management
Jupiter,
Florida
| $336M | -$20.1M | -6% | 1.42% | 44.5% | 44 | 31.82% | 2.5 |
|
| 3850 |
3850
GSI Capital Advisors
Newport Beach,
California
| $335M | +$123M | +58% | 5.88% | 41.1% | 35 | 28.57% | 2.2 |
|