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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, 4,671 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Brandywine Financial Group
Thompsons Station,
Tennessee
| $118M | +$109M | +1,305% | 0.12% | – | 71 | 74.65% | 0.2 |
|
| 4277 |
4277
TrustWell Financial Advisors
Jacksonville,
Florida
| $118M | -$135K | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|
| 4278 |
4278
Turner Capital Investments
Austin,
Texas
| $118M | – | – | 0.63% | – | 6 | – | 0 |
|
| 4279 |
4279
Larry Mathis Financial Planning
Phoenix,
Arizona
| $118M | -$13.8M | -10% | 0.54% | – | 157 | 30.57% | 0.6 |
|
| 4280 |
CG
4280
Curat Global
Springfield,
New Hampshire
| $117M | -$4.91M | -4% | 3.14% | – | 260 | 5% | 1.4 |
|
| 4281 |
4281
Invested Advisors
State College,
Pennsylvania
| $117M | +$4.17M | +4% | 1.36% | – | 169 | 14.2% | 0.7 |
|
| 4282 |
4282
ORBA Wealth Advisors
Chicago,
Illinois
| $117M | +$188K | +0.2% | 2.58% | 70.5% | 86 | 6.98% | 1.6 |
|
| 4283 |
MS
4283
Monetary Solutions
Dayton,
Ohio
| $117M | +$977K | +0.8% | 0.1% | – | 644 | 39.6% | 0.4 |
|
| 4284 |
4284
Linden Rose Investment
Sugar Land,
Texas
| $117M | -$11.7M | -9% | 4.1% | – | 9 | 22.22% | 0.4 |
|
| 4285 |
4285
IFC & Insurance Marketing
Auburn,
California
| $117M | +$3.39M | +3% | 0.56% | – | 90 | 16.67% | 0.6 |
|
| 4286 |
4286
Red Tree Management
Redwood City,
California
| $117M | -$30.6M | -21% | 7% | – | 3 | 0% | 1.8 |
|
| 4287 |
4287
E&R Wealth Management
Mount Pleasant,
South Carolina
| $117M | -$1.28M | -1% | 1.95% | – | 12 | 0% | 0.8 |
|
| 4288 |
4288
One River Asset Management
Stamford,
Connecticut
| $117M | -$193M | -62% | 2.18% | 27% | 269 | 40.52% | 0.8 |
|
| 4289 |
4289
OFC Financial Planning
Short Hills,
New Jersey
| $116M | +$3.82M | +3% | 4.6% | – | 57 | 5.26% | 1.6 |
|
| 4290 |
4290
WealthCare Asset Management
Springfield,
Missouri
| $116M | -$124M | -52% | 5.79% | – | 90 | 47.78% | 0.4 |
|
| 4291 |
FCM
4291
Fell Capital Management
Newport Beach,
California
| $116M | -$2.39M | -2% | 0.74% | – | 99 | 8.08% | 0.7 |
|
| 4292 |
4292
Shepherd Street Advisors
Larkspur,
California
| $116M | +$2.32M | +2% | 3.1% | – | 88 | 5.68% | 0.7 |
|
| 4293 |
4293
truNorth Financial Services
Chambersburg,
Pennsylvania
| $116M | +$4.55M | +4% | 1.21% | – | 63 | 11.11% | 0.6 |
|
| 4294 |
4294
Catherine Avery Investment Management
Longboat Key,
Florida
| $116M | -$113M | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 4295 |
4295
Retireful LLC
Haslett,
Michigan
| $116M | +$8.64M | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|
| 4296 |
4296
MLP3 LLC
Linwood,
New Jersey
| $116M | +$13.1M | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 4297 |
4297
Advisory Advocates
Grand Rapids,
Michigan
| $116M | -$837K | -0.7% | 0.32% | – | 200 | 13% | 0.6 |
|
| 4298 |
RBDF
4298
Robert B. Daugherty Foundation
Omaha,
Nebraska
| $116M | -$28.7M | -20% | 19.8% | – | 1 | 0% | 0.8 |
|
| 4299 |
4299
Strategic Equity Management
Tucson,
Arizona
| $116M | -$182M | -61% | 0.87% | 74.9% | 67 | 46.27% | 2.4 |
|
| 4300 |
4300
Arrow Investment Advisors
Laurel,
Maryland
| $116M | +$12.2M | +12% | 1.06% | 38.1% | 84 | 17.86% | 0.9 |
|