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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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
TAGStone Capital
Charlotte,
North Carolina
| $325M | +$10.3M | +3% | 0.4% | 62% | 144 | 4.86% | 2.7 |
|
| 3927 |
3927
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $325M | +$3.36M | +1% | 0.05% | 65% | 39 | 7.69% | 3.7 |
|
| 3928 |
3928
Macro Advisors
York,
Pennsylvania
| $325M | +$11.1M | +4% | 0.85% | – | 50 | 14% | 0.4 |
|
| 3929 |
3929
Plum Street Advisors
New Orleans,
Louisiana
| $325M | +$11.5M | +4% | 0.31% | 54.3% | 111 | 5.41% | 2 |
|
| 3930 |
3930
Sonoma Allocations
Santa Rosa,
California
| $325M | +$2.71M | +0.8% | 2.54% | – | 131 | 54.2% | 0.7 |
|
| 3931 |
3931
Berkeley Inc
Boise,
Idaho
| $324M | +$5.54M | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 3932 |
3932
Robinswood Financial
Kirkland,
Washington
| $324M | -$24.8M | -7% | 0.62% | 43.1% | 428 | 83.18% | 3 |
|
| 3933 |
3933
River Street Advisors
Aurora,
Illinois
| $324M | -$15.4M | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|
| 3934 |
3934
Traveka Wealth
Los Altos,
California
| $324M | +$23.4M | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 3935 |
3935
ticino wealth
Mission Viejo,
California
| $324M | +$6.87M | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 3936 |
3936
First Bankers Trust
Louisville,
Kentucky
| $324M | +$2.73M | +0.9% | 2.4% | 89.6% | 161 | 8.7% | 6.9 |
|
| 3937 |
3937
Ranch Capital Advisors
Sarasota,
Florida
| $324M | +$8.08M | +3% | 0.81% | 99.2% | 160 | 4.38% | 4.2 |
|
| 3938 |
3938
Wealth Management Resources
Smithfield,
Rhode Island
| $324M | -$427K | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|
| 3939 |
3939
Mullooly Asset Management
Wall Township,
New Jersey
| $324M | -$1.23M | -0.4% | 2.91% | – | 60 | 5% | 1.3 |
|
| 3940 |
VPC
3940
Valen Private Capital
Paoli,
Pennsylvania
| $323M | – | – | 0.58% | – | 88 | – | 0 |
|
| 3941 |
TM
3941
Tikvah Management
Charlotte,
North Carolina
| $323M | -$6M | -2% | 1% | 176% | 20 | 10% | 5.9 |
|
| 3942 |
3942
Toews Corporation
Northfield,
New Jersey
| $323M | -$363M | -53% | 2.25% | 30.7% | 153 | 8.5% | 0.3 |
|
| 3943 |
3943
Essex Woodlands Management
The Woodlands,
Texas
| $323M | +$68.9M | +27% | 33.7% | 119% | 5 | 0% | 7.4 |
|
| 3944 |
3944
Harper Investing
Santa Clara,
California
| $323M | +$26.5M | +9% | 2.84% | 58.7% | 88 | 6.82% | 1.8 |
|
| 3945 |
LA
3945
Latitude Advisors
Vero Beach,
Florida
| $323M | +$72.2M | +29% | 1.25% | 79.6% | 1,384 | 82.44% | 0.5 |
|
| 3946 |
3946
Omega Financial Group
Santa Barbara,
California
| $323M | -$5.77M | -2% | 2.87% | 47% | 107 | 16.82% | 4.4 |
|
| 3947 |
3947
Biltmore Wealth Management
Tempe,
Arizona
| $323M | +$2.48M | +0.8% | 0.85% | 59.8% | 61 | 8.2% | 4.7 |
|
| 3948 |
3948
Bishop & Co Investment Management
Erie,
Pennsylvania
| $323M | -$2.28M | -0.7% | 0.24% | 53.7% | 26 | 0% | 7.2 |
|
| 3949 |
LFP
3949
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $323M | +$11.9M | +4% | 2.28% | 65.4% | 102 | 14.71% | 1.9 |
|
| 3950 |
3950
Davis Investment Partners
Charlotte,
North Carolina
| $322M | -$6.03M | -2% | 0.71% | 97.8% | 184 | 16.3% | 2 |
|