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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Thompson Davis & Co
Richmond,
Virginia
| $149M | -$18.1M | -11% | 7.14% | 179% | 189 | 27.51% | 2.4 |
|
| 3902 |
3902
Newport Capital Group
Red Bank,
New Jersey
| $149M | -$29M | -16% | 0.56% | – | 85 | 95.29% | 0.2 |
|
| 3903 |
3903
Dalton Investments
Las Vegas,
Nevada
| $149M | +$38.1M | +34% | 28.5% | 125% | 17 | 23.53% | 3.3 |
|
| 3904 |
3904
Clear Retirement Advice
San Mateo,
California
| $149M | +$2.96M | +2% | 0.45% | – | 62 | 16.13% | 0.6 |
|
| 3905 |
3905
Cassilly Financial Group
Severna Park,
Maryland
| $149M | +$11.1M | +8% | 0.24% | – | 83 | 15.66% | 0.6 |
|
| 3906 |
3906
Heffernan Advisory
Flagstaff,
Arizona
| $149M | +$29.4M | +25% | 2.31% | – | 60 | 33.33% | 0.4 |
|
| 3907 |
3907
RF&L Wealth Management
Acton,
Massachusetts
| $149M | +$1.03M | +0.7% | 0.2% | 73.8% | 53 | 9.43% | 3.2 |
|
| 3908 |
3908
LightSquare Wealth Management
Bingham Farms,
Michigan
| $149M | +$3.72M | +3% | 1.2% | – | 115 | 13.91% | 0.4 |
|
| 3909 |
3909
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| $149M | +$2.92M | +2% | 2.37% | – | 53 | 13.21% | 0.6 |
|
| 3910 |
3910
Fiduciary Advisors Inc
St. Louis,
Missouri
| $149M | +$125K | +0.1% | 0.8% | – | 174 | 28.16% | 1.2 |
|
| 3911 |
3911
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| $149M | +$1.07M | +0.7% | 1.05% | – | 71 | 11.27% | 0.6 |
|
| 3912 |
3912
RHL Group
Holly,
Michigan
| $149M | +$28.4M | +24% | 3.1% | – | 418 | 45.93% | 0.4 |
|
| 3913 |
3913
Phillip James Consulting
Plymouth,
Minnesota
| $149M | -$1.08M | -0.7% | 0.09% | – | 389 | 19.54% | 0.4 |
|
| 3914 |
3914
Sound Financial Strategies Group
Madison,
Mississippi
| $148M | -$9.02M | -6% | 1.03% | 27.1% | 128 | 24.22% | 1.6 |
|
| 3915 |
3915
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| $148M | +$3.43M | +2% | 4.34% | – | 97 | 11.34% | 0.7 |
|
| 3916 |
3916
Bingham Private Wealth
San Francisco,
California
| $148M | +$3.05M | +2% | 2.4% | – | 188 | 13.3% | 1.2 |
|
| 3917 |
3917
Whipplewood Advisors
Littleton,
Colorado
| $148M | -$253K | -0.2% | 1.25% | – | 649 | 71.19% | 1.5 |
|
| 3918 |
3918
Renasant Bank
Tupelo,
Mississippi
| $148M | -$7.32M | -5% | 1.82% | 72.3% | 155 | 21.29% | 3.2 |
|
| 3919 |
3919
Elevation Wealth Management
Eden Prairie,
Minnesota
| $148M | +$14.4M | +11% | 3.8% | – | 157 | 12.1% | 0.6 |
|
| 3920 |
3920
Washington Capital Management
Seattle,
Washington
| $148M | -$3.42M | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 3921 |
OIA
3921
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| $148M | +$3.93M | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 3922 |
3922
Gilpin Wealth Management
Denver,
Colorado
| $148M | +$3.22M | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 3923 |
3923
Essential Investment Partners
Englewood,
Colorado
| $148M | +$23.2M | +19% | 5.49% | – | 463 | 34.13% | 0.5 |
|
| 3924 |
3924
Commons Capital
Needham,
Massachusetts
| $148M | +$4.8M | +3% | 8.02% | 166% | 101 | 16.83% | 2.2 |
|
| 3925 |
3925
Lionshead Wealth Management
New York
| $148M | -$6.31M | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|