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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Sage Investment Advisers
Wappingers Falls,
New York
| $154M | +$5.51M | +4% | 1.2% | – | 101 | 7.92% | 2.8 |
|
| 3852 |
DIS
3852
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $154M | -$455K | -0.3% | 5.81% | 93.8% | 57 | 10.53% | 5.4 |
|
| 3853 |
3853
Oath Planning
Tulsa,
Oklahoma
| $154M | +$19.4M | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 3854 |
3854
Steinberg Asset Management
New York
| $154M | -$6.67M | -4% | 2.34% | 108% | 46 | 6.52% | 4.2 |
|
| 3855 |
ACPLP
3855
ACT Capital Partners, L.P.
Wayne,
Pennsylvania
| $154M | – | – | 1.02% | – | 58 | – | 0 |
|
| 3856 |
LP
3856
LB Partners
Charlottesville,
Virginia
| $154M | +$7.13M | +5% | 13.6% | 136% | 42 | 28.57% | 1.3 |
|
| 3857 |
3857
SageOak Financial
Tulsa,
Oklahoma
| $154M | -$60.8K | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 3858 |
3858
Visa Foundation
San Francisco,
California
| $154M | -$1.54M | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 3859 |
3859
TMT General Partner
Hong Kong
| $154M | -$40.3M | -21% | 19.2% | – | 3 | 0% | 1.6 |
|
| 3860 |
AC
3860
Anson Capital
Tyrone,
Georgia
| $153M | -$239K | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 3861 |
3861
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $153M | +$3.19M | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 3862 |
3862
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| $153M | -$2.1M | -1% | 1.28% | – | 147 | 8.16% | 1.5 |
|
| 3863 |
3863
Sincerus Advisory
New York
| $153M | +$6.01M | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|
| 3864 |
HFAS
3864
Hummer Financial Advisory Services
Chicago,
Illinois
| $153M | +$984K | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
| 3865 |
3865
A4 Wealth Advisors
Huntersville,
North Carolina
| $153M | +$2.15M | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
| 3866 |
3866
Stewardship Concepts Financial Services
Spokane,
Washington
| $153M | +$4.05M | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
| 3867 |
3867
Harpswell Capital Advisors
Yarmouth,
Maine
| $152M | -$3.42M | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
| 3868 |
3868
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $152M | +$3.57M | +2% | 4.73% | 86.3% | 118 | 5.08% | 3.7 |
|
| 3869 |
3869
GraniteShares Advisors
New York
| $152M | -$3.23M | -2% | 0.92% | 88.4% | 91 | 2.2% | 2 |
|
| 3870 |
3870
Womack Financial
Dallas,
Texas
| $152M | +$951K | +0.6% | 0.99% | – | 74 | 9.46% | 1.5 |
|
| 3871 |
3871
AllStreet Capital Advisors
Los Angeles,
California
| $152M | -$1.6M | -1% | 0.21% | – | 70 | 5.71% | 0.7 |
|
| 3872 |
CFG
3872
Chapman Financial Group
Kailua,
Hawaii
| $152M | +$1.59M | +1% | 3.84% | – | 272 | 7.72% | 1.4 |
|
| 3873 |
3873
Nestegg Advisors
Hauppauge,
New York
| $152M | +$10.6M | +8% | 0.11% | – | 62 | 19.35% | 1.3 |
|
| 3874 |
HC
3874
Hoese & Co
Glencoe,
Minnesota
| $152M | -$1.91M | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
| 3875 |
3875
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $152M | +$805K | +0.5% | 2.95% | 120% | 104 | 5.77% | 2.9 |
|