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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, 4,962 funds (~56%) 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
NorthLanding Financial Partners
Rochester,
New York
| $143M | -$1.86M | -1% | 0.1% | 54.7% | 46 | 6.52% | 3.1 |
|
| 4227 |
4227
Mallini Complete Financial Planning
Gainesville,
Florida
| $143M | +$2.5M | +2% | 1.23% | – | 73 | 4.11% | 1.3 |
|
| 4228 |
4228
Marvin & Palmer Associates
Wilmington,
Delaware
| $143M | -$16.3M | -10% | 4.1% | 415% | 38 | 47.37% | 0.5 |
|
| 4229 |
4229
Spectrum Advisors
Plano,
Texas
| $143M | +$1.23M | +0.9% | 0.24% | – | 57 | 10.53% | 0.5 |
|
| 4230 |
4230
Sidoxia Capital Management
Newport Beach,
California
| $142M | +$6.05M | +4% | 2.14% | – | 91 | 8.79% | 0.5 |
|
| 4231 |
4231
Sound Portfolio Advisors
Mystic,
Connecticut
| $142M | +$1.54M | +1% | 0.51% | – | 49 | 4.08% | 0.6 |
|
| 4232 |
4232
Marrick Wealth
Irvine,
California
| $142M | +$1.58M | +1% | 0.19% | – | 63 | 3.17% | 0.6 |
|
| 4233 |
4233
Gilbert Capital Group
North Yarmouth,
Maine
| $142M | -$386K | -0.3% | 0.86% | – | 63 | 15.87% | 0.9 |
|
| 4234 |
4234
Tenet Wealth Partners
Champaign,
Illinois
| $142M | +$7.85M | +6% | 0.8% | – | 112 | 14.29% | 0.2 |
|
| 4235 |
GJ
4235
Greg Jennings
Dewitt,
New York
| $142M | – | – | 6.33% | – | 49 | – | 0 |
|
| 4236 |
4236
Ulland Investment Advisors
Minneapolis,
Minnesota
| $142M | +$6.72M | +5% | 1.64% | 161% | 240 | 7.92% | 3 |
|
| 4237 |
4237
Alessandra Capital Management
Torrance,
California
| $142M | +$913K | +0.6% | 1.1% | – | 142 | 25.35% | 0.6 |
|
| 4238 |
AC
4238
Agman Capital
Omaha,
Nebraska
| $142M | -$16.4M | -10% | 12.3% | – | 21 | 19.05% | 0.6 |
|
| 4239 |
SPAL
4239
StoneRidge PMG Advisors, LLC
Radnor,
Pennsylvania
| $142M | – | – | 3.15% | – | 147 | – | 0 |
|
| 4240 |
4240
Blueline Advisors
Exeter,
New Hampshire
| $142M | -$2.52M | -2% | 1.22% | – | 297 | 25.25% | 0.6 |
|
| 4241 |
4241
Stirlingshire Investments
New York
| $142M | +$6.96M | +5% | 0.09% | – | 266 | 33.08% | 0.5 |
|
| 4242 |
4242
NorthAvenue LLC
Columbus,
Ohio
| $142M | +$2.2M | +2% | 0.72% | – | 316 | 14.87% | 0.7 |
|
| 4243 |
PM
4243
Parametrica Management
Wanchai,
Hong Kong
| $142M | +$14.2M | +11% | 2.07% | 543% | 35 | 60% | 1 |
|
| 4244 |
4244
Forest Hill Capital
Little Rock,
Arkansas
| $142M | +$11.7M | +9% | 9.71% | 132% | 24 | 25% | 4.1 |
|
| 4245 |
4245
Richwood Investment Advisors
Cincinnati,
Ohio
| $142M | -$562K | -0.4% | 0.6% | 71.9% | 112 | 8.93% | 3.8 |
|
| 4246 |
4246
PCG Asset Management
Gladstone,
New Jersey
| $142M | +$2.02M | +1% | 2.03% | – | 147 | 70.75% | 0.6 |
|
| 4247 |
RHDIC
4247
R.H. Dinel Investment Counsel
Los Angeles,
California
| $142M | +$11.3M | +9% | 14.6% | 55.9% | 40 | 2.5% | 10.7 |
|
| 4248 |
4248
LifePlan Financial
Mankato,
Minnesota
| $141M | -$1.51M | -1% | 2.3% | 69.9% | 95 | 10.53% | 1.9 |
|
| 4249 |
MCM
4249
Magnolia Capital Management
Cold Spring,
New York
| $141M | -$3.67M | -3% | 1.26% | 85.9% | 75 | 5.33% | 4.7 |
|
| 4250 |
4250
Rhodes Investment Advisors
Fort Worth,
Texas
| $141M | +$5.11M | +4% | 4% | – | 141 | 21.99% | 0.6 |
|