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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Scratch Capital
Boise,
Idaho
| $157M | -$44.8M | -22% | 1.41% | – | 48 | 20.83% | 1.4 |
|
| 3827 |
3827
Safir Wealth Advisors
Greenland,
New Hampshire
| $157M | +$2.73M | +2% | 0.53% | 52.1% | 18 | 5.56% | 3.7 |
|
| 3828 |
3828
Gladwyn Financial Advisors
Chantilly,
Virginia
| $157M | -$3.3M | -2% | 1.22% | – | 82 | 1.22% | 1.2 |
|
| 3829 |
3829
Town Capital
Bel Air,
Maryland
| $157M | -$1.16M | -0.7% | 0.24% | – | 86 | 23.26% | 0.5 |
|
| 3830 |
3830
Prota Financial
Houston,
Texas
| $157M | +$4.61M | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
| 3831 |
3831
ATX Financial Planning
Austin,
Texas
| $156M | +$5.4M | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
| 3832 |
3832
Kopion Asset Management
Mckinney,
Texas
| $156M | -$1.73M | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
| 3833 |
3833
Polaris Investment Advisors
Framingham,
Massachusetts
| $156M | +$308K | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
| 3834 |
3834
46 Peaks LLC
Newtown,
Pennsylvania
| $156M | -$2.67M | -2% | 1.6% | – | 31 | 29.03% | 0.7 |
|
| 3835 |
3835
Aspetuck Financial Management
Westport,
Connecticut
| $156M | -$13.5M | -8% | 2.42% | – | 85 | 11.76% | 1.5 |
|
| 3836 |
3836
True Wind Capital Management
San Francisco,
California
| $156M | -$69.8M | -31% | 22.9% | 59.6% | 2 | 50% | 4.8 |
|
| 3837 |
3837
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $156M | -$8.06M | -5% | 0.34% | 41.2% | 62 | 11.29% | 3 |
|
| 3838 |
3838
Madison Park Capital Advisors
Seattle,
Washington
| $156M | +$15.6M | +11% | 2.1% | 62.4% | 76 | 18.42% | 1.9 |
|
| 3839 |
3839
AlpenGlobal Capital
Tahoe City,
California
| $156M | +$26.9K | +0% | 1.29% | – | 38 | 18.42% | 1.4 |
|
| 3840 |
3840
Winebrenner Capital Management
Louisville,
Kentucky
| $155M | -$8.78M | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 3841 |
3841
Terra Nova Asset Management
New York
| $155M | -$7.91M | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 3842 |
3842
Seek First
Campbell,
California
| $155M | -$3.1M | -2% | 0.89% | – | 68 | 8.82% | 1.3 |
|
| 3843 |
3843
Lederer & Associates Investment Counsel
Long Beach,
California
| $155M | +$3.18M | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 3844 |
ML
3844
MTCO Ltd
Nassau,
| $155M | -$116M | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 3845 |
DW
3845
Durante & Waters
Brewster,
New York
| $155M | +$2.14M | +1% | 0.42% | 59.1% | 37 | 16.22% | 2.2 |
|
| 3846 |
3846
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $155M | +$3.41M | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 3847 |
3847
Richard Young Associates
Augusta,
Georgia
| $155M | +$4.08M | +3% | 1.62% | – | 33 | 18.18% | 0.6 |
|
| 3848 |
3848
Rye Brook Capital
Greenwich,
Connecticut
| $154M | +$11.9M | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 3849 |
3849
Koa Wealth Management
Encinitas,
California
| $154M | +$7.38M | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 3850 |
3850
Abbington Investment Group
Westport,
Connecticut
| $154M | -$2.8M | -2% | 7.53% | – | 53 | 5.66% | 0.9 |
|