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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Winter & Associates
St. Paul,
Minnesota
| $139M | +$5.45M | +4% | 0.9% | – | 92 | 19.57% | 0.6 |
|
| 4052 |
4052
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| $138M | -$7.58M | -5% | 2.22% | – | 53 | 3.77% | 1.4 |
|
| 4053 |
4053
Nvest Wealth Strategies
Powell,
Ohio
| $138M | -$21.8M | -14% | 0.39% | – | 422 | 34.12% | 0.5 |
|
| 4054 |
4054
ClientFirst Wealth Management
Little Rock,
Arkansas
| $138M | +$16.4M | +14% | 16.1% | – | 54 | 5.56% | 3.1 |
|
| 4055 |
4055
AG Asset Advisory
Los Angeles,
California
| $138M | +$14.4M | +12% | 13% | – | 29 | 3.45% | 1.4 |
|
| 4056 |
4056
Smith Partners Wealth Management
Greensboro,
North Carolina
| $138M | +$12.1M | +10% | 0.55% | – | 80 | 25% | 0.6 |
|
| 4057 |
4057
Ferguson Johnson Wealth Management
Rockville,
Maryland
| $138M | +$612K | +0.4% | 2.07% | – | 40 | 7.5% | 0.7 |
|
| 4058 |
4058
MFG Wealth Management
Indianapolis,
Indiana
| $138M | -$2.09M | -1% | 1.65% | – | 69 | 18.84% | 1 |
|
| 4059 |
4059
Box Hill Private Wealth
Scottsdale,
Arizona
| $138M | +$12.9M | +10% | 1.57% | – | 79 | 20.25% | 0.6 |
|
| 4060 |
4060
Dynamic Financial Group
Cedar Falls,
Iowa
| $138M | +$5.11M | +4% | 0.95% | – | 80 | 7.5% | 1.3 |
|
| 4061 |
4061
Innovative Advisory Group
Lexington,
Massachusetts
| $137M | +$5.55M | +4% | 5.85% | – | 37 | 29.73% | 1.2 |
|
| 4062 |
TL
4062
TowerView LLC
New York
| $137M | -$15.2M | -10% | 3.71% | 16.3% | 17 | 5.88% | 6.2 |
|
| 4063 |
4063
Eagle Bay Advisors
New York
| $137M | +$3.67M | +3% | 1.57% | 85% | 159 | 20.13% | 2.6 |
|
| 4064 |
4064
Luts & Greenleigh Group
Bethesda,
Maryland
| $137M | +$5.01M | +4% | 6.72% | – | 107 | 7.48% | 2.4 |
|
| 4065 |
4065
MY Wealth Management
Germantown,
Maryland
| $137M | -$4.99M | -4% | 1.03% | 41.2% | 47 | 10.64% | 2 |
|
| 4066 |
VIS
4066
Vertex Investment Solutions
Chiyoda-Ku,
| $137M | -$11.2M | -8% | 3.13% | – | 30 | 30% | 0.6 |
|
| 4067 |
4067
Challenger Wealth Management
Aliso Viejo,
California
| $137M | +$1.13M | +0.8% | 3.16% | – | 66 | 6.06% | 1.6 |
|
| 4068 |
4068
Robocap Asset Management
London,
United Kingdom
| $137M | +$12.9M | +10% | 3.63% | 274% | 24 | 12.5% | 2 |
|
| 4069 |
4069
Aventus Investment Advisors
Naples,
Florida
| $137M | +$377K | +0.3% | 0.96% | – | 181 | 17.68% | 0.9 |
|
| 4070 |
4070
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $137M | -$2.88M | -2% | 0.27% | 44.9% | 47 | 14.89% | 2.1 |
|
| 4071 |
4071
Titan Investment Management
Indianapolis,
Indiana
| $137M | +$1.75M | +1% | 3.84% | – | 52 | 50% | 0.5 |
|
| 4072 |
4072
TT Capital Management
Coto De Caza,
California
| $137M | +$8.42M | +7% | 2.49% | – | 91 | 19.78% | 1 |
|
| 4073 |
AA
4073
Alpha Advisors
Richmond,
Virginia
| $137M | +$3.68M | +3% | 2.88% | – | 53 | 9.43% | 1.4 |
|
| 4074 |
4074
Financial Planning Fort Collins
Fort Collins,
Colorado
| $137M | +$4.68M | +4% | 2.35% | – | 34 | 2.94% | 0.7 |
|
| 4075 |
OF
4075
Outfitter Financial
Brunswick,
Maine
| $137M | -$5.93M | -4% | 0.65% | 97.6% | 80 | 7.5% | 3.6 |
|