We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
CenturyLink Investment Management
Denver,
Colorado
| $126M | -$3.22M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 4202 |
4202
KDK Private Wealth Management
Houston,
Texas
| $126M | +$5.06M | +4% | 4.44% | – | 58 | 1.72% | 1.6 |
|
| 4203 |
4203
Kennebec Savings Bank
Augusta,
Maine
| $126M | +$976K | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 4204 |
4204
Kelsey Financial
Moorpark,
California
| $125M | -$6.42M | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 4205 |
4205
Life Planning Partners
Jacksonville,
Florida
| $125M | -$9.29M | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 4206 |
4206
Kane Co Wealth Management
Johnston,
Iowa
| $125M | -$6.58M | -5% | 1.25% | – | 57 | 12.28% | 0.7 |
|
| 4207 |
4207
Mann Financial Group
Detroit Lakes,
Minnesota
| $125M | +$5.67M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 4208 |
4208
J.M. Arbour
Gardiner,
Maine
| $125M | +$8.96M | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 4209 |
4209
Boyer Financial Services
Newport Beach,
California
| $125M | +$6.51M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 4210 |
4210
Alexander Randolph Advisory
Mclean,
Virginia
| $125M | +$3.47M | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 4211 |
4211
Connecticut Capital Management Group
Milford,
Connecticut
| $125M | +$717K | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 4212 |
4212
Powerhouse Assets
Lincoln,
Massachusetts
| $125M | +$1.92M | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 4213 |
4213
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $125M | +$5.34M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 4214 |
TY
4214
Titiun Yejiel
| $124M | +$9.13M | +8% | 9.66% | – | 48 | 27.08% | 0.6 |
|
| 4215 |
4215
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| $124M | +$1.71M | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 4216 |
4216
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $124M | -$4.39M | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 4217 |
4217
First Growth Capital
Pikesville,
Maryland
| $124M | -$7.72M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 4218 |
4218
Infinity Wealth Counsel
Loveland,
Ohio
| $124M | +$256K | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 4219 |
WW
4219
Wavvest Wealth
Chicago,
Illinois
| $124M | – | – | 0.52% | – | 97 | – | 0 |
|
| 4220 |
4220
Miller Global Investments
Dallas,
Texas
| $124M | +$3.28M | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 4221 |
DAM
4221
Directional Asset Management
Arlington Heights,
Illinois
| $124M | +$5.66M | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 4222 |
4222
Artesa Financial Group
Conroe,
Texas
| $124M | +$6.88M | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 4223 |
PIS
4223
POM Investment Strategies
Raleigh,
North Carolina
| $124M | +$35.6M | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 4224 |
4224
Waycross Investment Management
Bellingham,
Washington
| $124M | -$7.55M | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 4225 |
4225
Auctus Advisors
Charlotte,
North Carolina
| $124M | +$4.79M | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|