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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, 4,676 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Financial Management Inc
Little Rock,
Arkansas
| $123M | +$937K | +0.8% | 1.9% | – | 53 | 24.53% | 0.6 |
|
| 4227 |
4227
Smith Asset Management
Chiefland,
Florida
| $123M | -$4.38M | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 4228 |
4228
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| $123M | +$211K | +0.2% | 1.26% | – | 28 | 10.71% | 0.7 |
|
| 4229 |
4229
Gallacher Capital Management
Lone Tree,
Colorado
| $122M | -$56M | -31% | 3.26% | 82.8% | 298 | 43.62% | 2.1 |
|
| 4230 |
4230
Hanseatic Management Services
Albuquerque,
New Mexico
| $122M | -$13.9M | -10% | 1.73% | – | 113 | 46.02% | 0.8 |
|
| 4231 |
4231
Hicks Capital Management
Columbus,
Ohio
| $122M | $0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 4232 |
4232
Wealth Advisory Team
Bellevue,
Kentucky
| $122M | -$1.06M | -0.9% | 0.97% | – | 41 | 9.76% | 1.1 |
|
| 4233 |
4233
Hobbs Wealth Management
Zionsville,
Indiana
| $122M | +$3.58M | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 4234 |
4234
Crescent Sterling
Metairie,
Louisiana
| $122M | +$10.1M | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 4235 |
LCS
4235
Luma Capital SA
Luxembourg,
| $122M | +$9.7M | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 4236 |
4236
Portus Wealth Advisors
Charlotte,
North Carolina
| $122M | +$114K | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
| 4237 |
4237
Lotus Asset Management
Nashville,
Tennessee
| $122M | +$8.52M | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 4238 |
4238
ETF Store
Overland Park,
Kansas
| $122M | +$2M | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 4239 |
4239
SFI Advisors
Montclair,
New Jersey
| $122M | +$5.62M | +5% | 2.07% | 95.9% | 65 | 15.38% | 2.4 |
|
| 4240 |
4240
DB Fitzpatrick & Co
Boise,
Idaho
| $121M | -$2.26M | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 4241 |
4241
Montgomery Financial Services
Ocean City,
Maryland
| $121M | +$6.38M | +6% | 0.78% | – | 383 | 16.19% | 0.2 |
|
| 4242 |
ASCM
4242
Adkins Seale Capital Management
Shreveport,
Louisiana
| $121M | +$8.9M | +8% | 1.94% | – | 242 | 4.55% | 0.7 |
|
| 4243 |
4243
Hardworking Capital Advisors
Palm Desert,
California
| $121M | -$1.19M | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 4244 |
4244
Wall Capital Group
Phoenix,
Arizona
| $121M | -$994K | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 4245 |
4245
North Forty Two & Co
Lake Oswego,
Oregon
| $121M | +$3.31M | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 4246 |
4246
Forteris Wealth Management
Armonk,
New York
| $121M | -$1.28M | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 4247 |
4247
Investment Insight Wealth Management
North Massapequa,
New York
| $121M | +$5.51M | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
| 4248 |
4248
MKD Wealth Coaches
Troy,
Michigan
| $121M | +$3.87M | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 4249 |
4249
3 Factor Indexing
Sacramento,
California
| $121M | +$2.7M | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 4250 |
4250
Portfolio Resources Advisor Group
Coral Gables,
Florida
| $121M | +$2.59M | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|