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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, 2,085 funds (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 376 |
376
First Pacific Financial
Vancouver,
Washington
| $978M | +$138M | +16% | 0.85% | 53.6% | 559 | 12.52% | 2.2 |
|
| 377 |
377
LVZ Inc
Holland,
Michigan
| $975M | -$9.31M | -0.9% | 0.41% | 52.9% | 183 | 12.02% | 3.4 |
|
| 378 |
378
Barlow Wealth Partners
Louisville,
Kentucky
| $970M | +$44.6M | +5% | 4.71% | 101% | 158 | 9.49% | 2 |
|
| 379 |
379
Bath Savings Trust
Bath,
Maine
| $966M | +$711K | +0.1% | 3.36% | 57.8% | 185 | 8.11% | 7 |
|
| 380 |
380
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $964M | -$21.5M | -2% | 0.68% | 76.7% | 266 | 11.65% | 3.2 |
|
| 381 |
381
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $958M | -$42.7M | -4% | 0.72% | 83.4% | 418 | 10.05% | 5.5 |
|
| 382 |
382
Howard Financial Services
Dallas,
Texas
| $954M | +$27M | +3% | 0.71% | 55.9% | 250 | 11.2% | 3 |
|
| 383 |
383
Polaris Capital Management
Boston,
Massachusetts
| $953M | -$108M | -10% | 1.47% | 94.4% | 89 | 8.99% | 4.4 |
|
| 384 |
384
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $952M | -$32.1M | -3% | 0.79% | – | 940 | 14.26% | 1.8 |
|
| 385 |
385
Foundation Resource Management
Little Rock,
Arkansas
| $939M | +$79M | +9% | 11.4% | 84.5% | 57 | 3.51% | 8.4 |
|
| 386 |
386
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| $937M | +$36.5M | +4% | 1.11% | – | 1,577 | 53.46% | 0.6 |
|
| 387 |
387
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $935M | +$6.06M | +0.7% | 5.09% | 174% | 279 | 9.68% | 5.2 |
|
| 388 |
388
XY Planning Network
Bozeman,
Montana
| $929M | +$132M | +17% | 0.13% | – | 396 | 18.18% | 0.8 |
|
| 389 |
VCM
389
Violich Capital Management
San Francisco,
California
| $927M | +$7.39M | +0.8% | 4.52% | 111% | 125 | 12% | 7.1 |
|
| 390 |
390
Harvey Investment Company
Louisville,
Kentucky
| $926M | +$7.88M | +0.9% | 1.62% | 56.4% | 103 | 6.8% | 9.1 |
|
| 391 |
CFGSD
391
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $922M | +$50.6M | +6% | 0.55% | 72% | 127 | 11.81% | 2.6 |
|
| 392 |
392
KFG Wealth Management
Granger,
Indiana
| $922M | +$36.1M | +4% | 0.81% | 55.9% | 232 | 9.48% | 2.1 |
|
| 393 |
393
Baker Ellis Asset Management
Vancouver,
Washington
| $917M | -$47M | -5% | 1.62% | 91.9% | 270 | 8.52% | 5.9 |
|
| 394 |
394
Johnson Bixby & Associates
Vancouver,
Washington
| $916M | +$20.1M | +2% | 0.52% | 48.7% | 135 | 8.89% | 3.4 |
|
| 395 |
395
Stanley-Laman Group
Berwyn,
Pennsylvania
| $915M | -$69.1M | -7% | 2.79% | 114% | 317 | 11.67% | 2.3 |
|
| 396 |
396
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $914M | -$2.96M | -0.3% | 1.51% | 51.5% | 129 | 10.85% | 3.5 |
|
| 397 |
397
Wealthcare Capital Management
Richmond,
Virginia
| $911M | -$143M | -14% | 0.83% | 46.2% | 111 | 16.22% | 4.5 |
|
| 398 |
398
Teamwork Financial Advisors
San Antonio,
Texas
| $908M | -$194M | -18% | 1.2% | 134% | 242 | 35.95% | 2.3 |
|
| 399 |
399
Oak Root LLC
Santa Barbara,
California
| $907M | +$877K | +0.1% | 0.12% | 75.4% | 10 | 0% | 2.8 |
|
| 400 |
400
Pathway Financial Advisors
South Burlington,
Vermont
| $905M | +$47.8M | +6% | 0.13% | 52.7% | 133 | 6.02% | 5 |
|