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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, 4,681 funds (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
AK Global Asset Management
Oakland,
California
| $128M | +$9.6M | +8% | 11.1% | – | 30 | 20% | 0.6 |
|
| 4177 |
PIA
4177
Prudent Investor Advisors
Folsom,
California
| $128M | – | – | 0.71% | – | 34 | – | 0 |
|
| 4178 |
4178
Frankly Finances
Winter Park,
Florida
| $128M | +$1.1M | +0.9% | 1.08% | – | 91 | 1.1% | 0.6 |
|
| 4179 |
4179
Advocate Investing Services
Woodbine,
Maryland
| $128M | -$2.28M | -2% | 1.27% | – | 472 | 7.42% | 0.7 |
|
| 4180 |
TLC
4180
True Light Capital
Singapore,
| $127M | -$24.4M | -16% | 1.44% | – | 8 | 0% | 0.8 |
|
| 4181 |
GH
4181
GLP Holdings
Cumming,
Georgia
| $127M | +$15.9M | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 4182 |
4182
Putney Financial Group
San Rafael,
California
| $127M | +$16M | +14% | 7.72% | – | 299 | 73.91% | 0.4 |
|
| 4183 |
4183
Investment Management Corporation
Roanoke,
Virginia
| $127M | +$7.18M | +6% | 0.77% | – | 60 | 18.33% | 1.2 |
|
| 4184 |
4184
Graetz Wealth
Jenison,
Michigan
| $127M | +$1.44M | +1% | 0.53% | – | 90 | 13.33% | 0.6 |
|
| 4185 |
4185
Topor & Co Korea
Seoul,
| $127M | -$76.7K | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 4186 |
4186
Garda Capital Partners
Wayzata,
Minnesota
| $127M | -$159M | -56% | 31.2% | 34.1% | 15 | 86.67% | 0.1 |
|
| 4187 |
4187
Medicxi Ventures Management
St. Helier,
Jersey
| $127M | -$50.8M | -29% | 27.7% | 369% | 3 | 0% | 5.1 |
|
| 4188 |
4188
Andrew Hill Investment Advisors
Naples,
Florida
| $127M | -$8.17M | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 4189 |
4189
Mission Financial Group
Las Vegas,
Nevada
| $127M | +$6.01M | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 4190 |
4190
Kassira Wealth Management
Knoxville,
Tennessee
| $127M | +$1.83M | +1% | 0.55% | – | 69 | 13.04% | 0.8 |
|
| 4191 |
4191
John Boyer Inc
Tampa,
Florida
| $126M | +$11.1M | +10% | 0.38% | – | 227 | 82.82% | 0.2 |
|
| 4192 |
AA
4192
AF Advisors
Sacramento,
California
| $126M | -$77.2M | -38% | 30.3% | 14.8% | 33 | 15.15% | 2.8 |
|
| 4193 |
4193
High Point Wealth Management
Chester,
New Jersey
| $126M | +$4.14M | +3% | 1.8% | – | 304 | 18.75% | 0.6 |
|
| 4194 |
4194
MeadowBrook Investment Advisors
Livonia,
Michigan
| $126M | +$125K | +0.1% | 2.25% | 81.5% | 201 | 5.97% | 2.2 |
|
| 4195 |
4195
Stegent Equity Advisors
Houston,
Texas
| $126M | -$13.3M | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 4196 |
4196
TenCore Partners
New York
| $126M | -$2.23M | -2% | 16.5% | 78.4% | 16 | 12.5% | 3.4 |
|
| 4197 |
4197
Chapman Investment Management
San Anselmo,
California
| $126M | +$4.92M | +4% | 7.09% | 57.3% | 57 | 100% | 0 |
|
| 4198 |
4198
Baer Investment Advisory
Corte Madera,
California
| $126M | +$6.52M | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 4199 |
4199
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $126M | -$24.3M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 4200 |
4200
Fulcrum Equity Management
Plano,
Texas
| $126M | -$10.5M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|