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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
K2 Financial
Glendora,
California
| $144M | +$2.47M | +2% | 1.48% | – | 62 | 4.84% | 1.6 |
|
| 3977 |
3977
Exane Asset Management
Paris,
France
| $144M | -$133M | -48% | 1.4% | 74.5% | 36 | 66.67% | 0.6 |
|
| 3978 |
3978
Merited Wealth
North Bay Village,
Florida
| $144M | +$2.68M | +2% | 0.52% | – | 77 | 12.99% | 0.7 |
|
| 3979 |
3979
Bradyco Inc
Cambridge,
Massachusetts
| $144M | +$56.8M | +65% | 6.73% | – | 37 | 10.81% | 1.6 |
|
| 3980 |
3980
Corepath Wealth Partners
Scottsdale,
Arizona
| $144M | -$16.3M | -10% | 0.09% | 62.1% | 46 | 30.43% | 3.9 |
|
| 3981 |
HAM
3981
Hedges Asset Management
Reno,
Nevada
| $144M | -$8.44M | -6% | 2.32% | – | 110 | 5.45% | 3.2 |
|
| 3982 |
GPCM
3982
Guardsman Private Capital Management
Sarasota,
Florida
| $144M | +$1.26M | +0.9% | 0.28% | – | 44 | 2.27% | 0.7 |
|
| 3983 |
3983
Prosperity Advisers
Fort Washington,
Pennsylvania
| $144M | +$5.81M | +4% | 0.32% | – | 48 | 12.5% | 0.6 |
|
| 3984 |
3984
Illumine Investment Management
Poulsbo,
Washington
| $144M | -$9.9M | -6% | 0.84% | – | 107 | 0% | 0 |
|
| 3985 |
3985
Fulcrum Wealth Advisors
Bellevue,
Washington
| $144M | +$12.8M | +10% | 3.61% | – | 92 | 25% | 0.6 |
|
| 3986 |
3986
Semitam Bonam
Goshen,
New York
| $144M | +$7.54M | +6% | 0.86% | – | 52 | 15.38% | 1.1 |
|
| 3987 |
3987
Wiregrass Investment Management
Thomasville,
Georgia
| $144M | -$3.1M | -2% | 1% | – | 116 | 9.48% | 0.6 |
|
| 3988 |
3988
Rubicon Advisors
Redding,
California
| $144M | +$6.35M | +5% | 2.91% | – | 93 | 11.83% | 0.6 |
|
| 3989 |
3989
Madson Wealth Advisors
Santa Rosa,
California
| $144M | -$3.47M | -2% | 1.14% | – | 101 | 11.88% | 0.4 |
|
| 3990 |
3990
Fountainhead AM
Warren,
New Jersey
| $143M | +$8.93M | +7% | 5.02% | 80.4% | 229 | 56.33% | 2.4 |
|
| 3991 |
3991
DMC Group
Birmingham,
Alabama
| $143M | -$2.51M | -2% | 5.73% | 116% | 137 | 17.52% | 2.8 |
|
| 3992 |
3992
Hofer & Associates
Thousand Oaks,
California
| $143M | -$63.5M | -31% | 1.85% | 61.7% | 130 | 86.15% | 0.8 |
|
| 3993 |
3993
Red Crane Wealth Management
San Francisco,
California
| $143M | +$7.4M | +5% | 1.85% | – | 82 | 8.54% | 1.4 |
|
| 3994 |
3994
SIMA Wealth Partners
North Chesterfield,
Virginia
| $143M | +$2.21M | +2% | 0.55% | – | 138 | 5.8% | 2 |
|
| 3995 |
3995
Slocum, Gordon & Co
Newport,
Rhode Island
| $143M | -$7.22M | -5% | 2.53% | 65.3% | 72 | 11.11% | 2.4 |
|
| 3996 |
3996
Sacks & Associates
Warren,
New Jersey
| $143M | -$4.99M | -3% | 0.31% | – | 83 | 8.43% | 0.7 |
|
| 3997 |
3997
Fundamenta Capital
Montevideo,
| $143M | -$29.3M | -17% | 2.94% | – | 16 | 37.5% | 0.3 |
|
| 3998 |
3998
Vested Financial Planning
San Carlos,
California
| $143M | -$5.87M | -4% | 0.65% | – | 36 | 36.11% | 1.2 |
|
| 3999 |
RCM
3999
RMR Capital Management
Tustin,
California
| $143M | -$2.31M | -2% | 0.35% | 57% | 79 | 10.13% | 2.3 |
|
| 4000 |
4000
Cannon Capital Management
Salt Lake City,
Utah
| $143M | +$25.1M | +21% | 1.73% | – | 31 | 9.68% | 0.7 |
|