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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, 7,143 funds (~80%) 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
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $300M | -$31.6M | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
| 4127 |
4127
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $299M | -$14.8M | -5% | 2.27% | 22.5% | 1 | 0% | 13.3 |
|
| 4128 |
4128
Wealth Advisors Northwest
Portland,
Oregon
| $299M | +$6.1M | +2% | 0.34% | – | 65 | 4.62% | 1.5 |
|
| 4129 |
4129
Aisling Capital Management
New York
| $299M | -$172M | -37% | 14.8% | 490% | 14 | 0% | 3.8 |
|
| 4130 |
4130
Trellis Wealth Advisors
San Luis Obispo,
California
| $299M | +$7.93M | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
| 4131 |
4131
First Dallas Securities
Dallas,
Texas
| $299M | -$3.57M | -1% | 1.01% | 160% | 135 | 17.04% | 3.4 |
|
| 4132 |
BWA
4132
BlueChip Wealth Advisors
Milton,
Georgia
| $298M | +$34.6M | +13% | 1.04% | 62.2% | 197 | 17.26% | 1.5 |
|
| 4133 |
4133
Monte Financial Group
Guilford,
Connecticut
| $298M | -$14M | -4% | 3.25% | 66.7% | 105 | 8.57% | 4.1 |
|
| 4134 |
4134
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $298M | -$113M | -27% | 1.45% | 66.9% | 126 | 12.7% | 2.6 |
|
| 4135 |
4135
Campbell Capital Management
Miami,
Florida
| $298M | +$19.1M | +7% | 3.57% | 123% | 46 | 36.96% | 2.4 |
|
| 4136 |
4136
Maestria Partners
Atlanta,
Georgia
| $298M | +$10.3M | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
| 4137 |
4137
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $298M | +$75.3M | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|
| 4138 |
SC
4138
Sawyer & Company
Boston,
Massachusetts
| $298M | -$249K | -0.1% | 5.26% | 111% | 210 | 9.05% | 4.6 |
|
| 4139 |
4139
Shrier Wealth Management
Los Angeles,
California
| $298M | +$1.14M | +0.4% | 1% | – | 137 | 5.11% | 0.7 |
|
| 4140 |
VFG
4140
V2 Financial group
Naperville,
Illinois
| $298M | +$29.1M | +11% | 2.5% | 75.6% | 137 | 12.41% | 2.5 |
|
| 4141 |
4141
Weitzel Financial Services
Dubuque,
Iowa
| $298M | +$3.41M | +1% | 0.71% | 46.3% | 56 | 14.29% | 3.5 |
|
| 4142 |
HCC
4142
Hatch Cove Capital
Chicago,
Illinois
| $297M | +$72M | +32% | 15.6% | – | 32 | 40.63% | 0.3 |
|
| 4143 |
4143
Lodestone Wealth Management
Spokane,
Washington
| $297M | +$14M | +5% | 2.05% | 87.1% | 821 | 7.67% | 1.2 |
|
| 4144 |
4144
Citrine Capital
San Francisco,
California
| $297M | +$27.1M | +10% | 4.58% | – | 65 | 15.38% | 1.2 |
|
| 4145 |
4145
Mainsail Financial Group
Bellevue,
Washington
| $297M | +$2.69M | +0.9% | 0.87% | 61.9% | 75 | 9.33% | 2.5 |
|
| 4146 |
RGC
4146
Rubicon Global Capital
London,
United Kingdom
| $297M | +$24.2M | +9% | 10.3% | – | 14 | 14.29% | 1.3 |
|
| 4147 |
4147
Torrey Growth & Income Advisors
Del Mar,
California
| $297M | +$2.55M | +0.9% | 4.39% | – | 121 | 17.36% | 0.8 |
|
| 4148 |
4148
Marathon Wealth Advisors
Boston,
Massachusetts
| $297M | +$4.33M | +1% | 3.21% | – | 77 | 3.9% | 0.7 |
|
| 4149 |
4149
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $297M | +$5.2M | +2% | 0.01% | 63.8% | 118 | 5.93% | 2.5 |
|
| 4150 |
4150
1492 Capital Management
Milwaukee,
Wisconsin
| $296M | -$42.3M | -12% | 6.16% | 298% | 139 | 15.11% | 1.6 |
|