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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, 4,690 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Kitching Partners
Conshohocken,
Pennsylvania
| $132M | +$15.9M | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 4127 |
4127
Global Strategic Management
San Juan,
Puerto Rico
| $132M | +$2.6M | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|
| 4128 |
4128
Scheeler Financial
West Chester,
Ohio
| $132M | – | – | 1.87% | – | 78 | – | 0 |
|
| 4129 |
SCC
4129
Seal Cove Capital
Palo Alto,
California
| $132M | +$1.65M | +1% | 2.2% | – | 11 | 18.18% | 0.6 |
|
| 4130 |
4130
Veratis Advisors
Cary,
North Carolina
| $132M | -$9.2M | -7% | 0.77% | – | 90 | 13.33% | 0.7 |
|
| 4131 |
4131
Alliance Wealth Strategies
Lynchburg,
Virginia
| $132M | +$4.77M | +4% | 0.73% | – | 67 | 2.99% | 0.7 |
|
| 4132 |
4132
Journey Beyond Wealth
Roswell,
Georgia
| $132M | +$3.92M | +3% | 0.07% | – | 35 | 20% | 1.3 |
|
| 4133 |
4133
NewCorp Financial Services
Alpharetta,
Georgia
| $132M | +$1.33M | +1% | 0.7% | – | 59 | 16.95% | 0.6 |
|
| 4134 |
4134
CDKV Holdings
Denver,
Colorado
| $132M | +$3.99M | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 4135 |
4135
Paragon Capital Management (Utah)
Provo,
Utah
| $132M | -$3.06M | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 4136 |
MCFP
4136
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| $132M | +$3M | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 4137 |
4137
Miller Financial Services
Marshall,
Michigan
| $132M | +$7.63M | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 4138 |
4138
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| $132M | +$9.5M | +8% | 1.04% | – | 83 | 20.48% | 0.7 |
|
| 4139 |
4139
Nightview Capital
Austin,
Texas
| $132M | -$1.84M | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 4140 |
4140
Vision Financial Markets
Stamford,
Connecticut
| $131M | +$16M | +14% | 0.45% | – | 439 | 17.77% | 1.4 |
|
| 4141 |
4141
AFG Fiduciary Services
Hingham,
Massachusetts
| $131M | +$2.66M | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|
| 4142 |
TWM
4142
Todd Wealth Management
Venice,
Florida
| $131M | -$895K | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 4143 |
4143
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| $131M | -$3.05M | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 4144 |
SF
4144
Schaeffer Financial
Rockville,
Maryland
| $131M | +$1.7M | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 4145 |
4145
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $131M | +$7.36M | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 4146 |
4146
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $131M | +$3.16M | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 4147 |
4147
Virtus Family Office
El Paso,
Texas
| $131M | +$4.39M | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 4148 |
4148
First Financial Group
Raleigh,
North Carolina
| $131M | -$7.48M | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 4149 |
4149
Haven Capital Group
Westlake Village,
California
| $131M | +$6.31M | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 4150 |
4150
City Center Advisors LLC
Troy,
Michigan
| $131M | +$7.28M | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|