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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
South Shore Capital Advisors
Cohasset,
Massachusetts
| $146M | -$3.54M | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 3952 |
PR
3952
PSP Research
Newtown Square,
Pennsylvania
| $146M | -$42.1M | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|
| 3953 |
3953
Bridgelight Financial Advisors
Shelton,
Connecticut
| $146M | -$225K | -0.2% | 1.27% | – | 49 | 6.12% | 0.6 |
|
| 3954 |
3954
Post Resch Tallon Group
Pittsford,
New York
| $146M | +$1.07M | +0.7% | 0.71% | – | 151 | 17.22% | 1.2 |
|
| 3955 |
3955
Delta Wealth Advisors
Indianapolis,
Indiana
| $146M | +$5.6M | +4% | 0.51% | – | 48 | 4.17% | 1.8 |
|
| 3956 |
3956
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $146M | -$2.61M | -2% | 3.17% | 96.8% | 416 | 2.4% | 4 |
|
| 3957 |
KL
3957
Keenan LLC
Boston,
Massachusetts
| $146M | +$3.97M | +3% | 0.58% | – | 48 | 8.33% | 0.7 |
|
| 3958 |
3958
Greenhouse Wealth Management
Westport,
Connecticut
| $145M | +$3.18M | +2% | 0.93% | 87.2% | 56 | 8.93% | 3.9 |
|
| 3959 |
3959
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| $145M | -$2.46M | -2% | 0.66% | – | 114 | 7.89% | 1.6 |
|
| 3960 |
3960
Strategic Advisory Partners
Greensboro,
North Carolina
| $145M | +$4.14M | +3% | 0.26% | – | 44 | 4.55% | 0.7 |
|
| 3961 |
3961
Platt Investment Counsel
Lake Mary,
Florida
| $145M | -$3.96M | -3% | 1.93% | 62.9% | 15 | 6.67% | 2.8 |
|
| 3962 |
3962
Tepp RIA
Westfield,
New Jersey
| $145M | -$2.38M | -2% | 0.43% | – | 53 | 11.32% | 0.9 |
|
| 3963 |
3963
Leibman Financial Services
Louisville,
Nebraska
| $145M | -$5.45M | -4% | 1.84% | 59.2% | 49 | 14.29% | 1.6 |
|
| 3964 |
3964
Lesa Sroufe & Co
Seattle,
Washington
| $145M | +$4.47M | +3% | 7.38% | – | 71 | 11.27% | 5.5 |
|
| 3965 |
ML
3965
MILFAM LLC
Stuart,
Florida
| $145M | +$16.5M | +13% | 20.9% | – | 16 | 31.25% | 0.3 |
|
| 3966 |
3966
Renaissance Capital
Stamford,
Connecticut
| $145M | -$36.7M | -20% | 3.3% | 392% | 61 | 26.23% | 0.9 |
|
| 3967 |
3967
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $145M | -$10.2M | -7% | 0.08% | – | 224 | 20.09% | 1.2 |
|
| 3968 |
3968
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $145M | -$3.02M | -2% | 1.23% | 234% | 151 | 27.81% | 3.4 |
|
| 3969 |
3969
4Wealth Advisors
Burr Ridge,
Illinois
| $145M | +$14.3M | +11% | 0.15% | – | 169 | 25.44% | 1.2 |
|
| 3970 |
3970
Ares Financial Consulting
Calabasas,
California
| $145M | +$5.17M | +4% | 0.94% | – | 1,148 | 8.28% | 0.7 |
|
| 3971 |
LC
3971
Lawood & Co
Williamsport,
Pennsylvania
| $145M | -$3.1M | -2% | 0.5% | – | 97 | 5.15% | 0.7 |
|
| 3972 |
3972
New Covenant Trust Company
Jeffersonville,
Indiana
| $144M | +$11.8M | +9% | 2.38% | – | 115 | 10.43% | 1.7 |
|
| 3973 |
3973
DWR Wealth Management
San Jose,
California
| $144M | +$10.7M | +8% | 0.83% | – | 59 | 6.78% | 0.7 |
|
| 3974 |
3974
Enhancing Capital
Harrisburg,
Pennsylvania
| $144M | -$1.24M | -0.8% | 2.81% | – | 93 | 8.6% | 3.4 |
|
| 3975 |
3975
Carbahal Olsen Financial Services Group
Davis,
California
| $144M | +$146K | +0.1% | 1.23% | – | 41 | 9.76% | 1.5 |
|