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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, 4,306 funds (~48%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
GBA
4126
Garrison Bradford & Associates
New York
| $88.1M | -$4.07M | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|
| 4127 |
4127
John W. Brooker & Co
Oakland,
California
| $88M | +$5.19M | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|
| 4128 |
4128
Aflac Inc
Columbus,
Georgia
| $87.5M | -$5.12M | -6% | 5.37% | 13.4% | 4 | 0% | 3.2 |
|
| 4129 |
AIS
4129
Altium Investment Strategies
Wesley Chapel,
Florida
| $87.4M | +$18M | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 4130 |
4130
Vermillion Wealth Management
Rosemount,
Minnesota
| $87.4M | -$339M | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 4131 |
4131
Courant Investment Management
Franklin,
Tennessee
| $87.2M | -$15.8M | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 4132 |
4132
Pictet Bank & Trust
Nassau,
Bahamas
| $85.5M | -$7.81M | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 4133 |
OWM
4133
Omnitrust Wealth Management
Jacksonville,
Florida
| $85.4M | – | – | 1.66% | – | 64 | – | 0.9 |
|
| 4134 |
YIM
4134
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $84.9M | -$2.47M | -3% | 1.6% | – | 116 | 4.31% | 1.6 |
|
| 4135 |
ACM
4135
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $84.3M | -$150M | -64% | 20.2% | 2,106% | 25 | 96% | 0 |
|
| 4136 |
4136
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $84.1M | -$33.8M | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 4137 |
4137
Centennial Advisors
Austin,
Texas
| $83.7M | -$139K | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 4138 |
4138
FinDec Wealth Services
Stockton,
California
| $83.5M | -$1.1M | -1% | 0.19% | 52.7% | 33 | 12.12% | 3.1 |
|
| 4139 |
BCM
4139
Beaumont Capital Management
Boston,
Massachusetts
| $83.4M | -$3.04M | -4% | 0.02% | 49.6% | 45 | 48.89% | 1.1 |
|
| 4140 |
4140
Solutions 4 Wealth
Southlake,
Texas
| $83.3M | +$5.78M | +7% | 0.03% | 54.9% | 63 | 14.29% | 1.9 |
|
| 4141 |
4141
Financially Speaking
Greenwood Village,
Colorado
| $83.2M | +$62.6M | +304% | 3.24% | – | 130 | 30% | 1 |
|
| 4142 |
4142
Pensionfund Sabic
Sittard,
Netherlands
| $82.9M | -$10.6M | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 4143 |
4143
Security Benefit Life Insurance Company
Topeka,
Kansas
| $82.3M | -$99.2M | -55% | 9.91% | 61.7% | 22 | 18.18% | 3.2 |
|
| 4144 |
WPA
4144
WIT Partners Advisory
Singapore
| $82.3M | -$131M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 4145 |
4145
ProCore Advisors
Newport Beach,
California
| $82.2M | +$1.44M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|
| 4146 |
AC
4146
ASB Consultores
Aventura,
Florida
| $81.9M | +$15.8M | +24% | 0.82% | 91% | 50 | 20% | 1.2 |
|
| 4147 |
4147
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $81.2M | -$106M | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 4148 |
4148
LDR Capital Management
New York
| $81M | -$5.69M | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|
| 4149 |
4149
Charis Legacy Partners
Bryan,
Texas
| $80.9M | -$420K | -0.5% | 2.02% | – | 29 | 3.45% | 1.4 |
|
| 4150 |
4150
Regents Gate Capital
London,
United Kingdom
| $80.2M | +$5.09M | +7% | 5.23% | – | 49 | 55.1% | 0.3 |
|