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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, 5,149 funds (~58%) 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
Intrinsic Value Partners
Phoenix,
Arizona
| $149M | +$2.88M | +2% | 4.76% | 134% | 77 | 7.79% | 3.2 |
|
| 4277 |
NCM
4277
Nitor Capital Management
Englewood Cliffs,
New Jersey
| $149M | +$1.08M | +0.7% | 4.16% | – | 26 | 11.54% | 0.7 |
|
| 4278 |
4278
Thompson Davis & Co
Richmond,
Virginia
| $149M | -$18.1M | -11% | 7.14% | 179% | 189 | 27.51% | 2.4 |
|
| 4279 |
4279
Newport Capital Group
Red Bank,
New Jersey
| $149M | -$29M | -16% | 0.56% | – | 85 | 95.29% | 0.2 |
|
| 4280 |
4280
Dalton Investments
Las Vegas,
Nevada
| $149M | +$38.1M | +34% | 28.5% | 125% | 17 | 23.53% | 3.3 |
|
| 4281 |
4281
Clear Retirement Advice
San Mateo,
California
| $149M | +$2.96M | +2% | 0.45% | – | 62 | 16.13% | 0.6 |
|
| 4282 |
4282
Cassilly Financial Group
Severna Park,
Maryland
| $149M | +$11.1M | +8% | 0.24% | – | 83 | 15.66% | 0.6 |
|
| 4283 |
4283
Heffernan Advisory
Flagstaff,
Arizona
| $149M | +$29.4M | +25% | 2.31% | – | 60 | 33.33% | 0.4 |
|
| 4284 |
4284
RF&L Wealth Management
Acton,
Massachusetts
| $149M | +$1.03M | +0.7% | 0.2% | 73.8% | 53 | 9.43% | 3.2 |
|
| 4285 |
4285
LightSquare Wealth Management
Bingham Farms,
Michigan
| $149M | +$3.72M | +3% | 1.2% | – | 115 | 13.91% | 0.4 |
|
| 4286 |
4286
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| $149M | +$2.92M | +2% | 2.37% | – | 53 | 13.21% | 0.6 |
|
| 4287 |
4287
Fiduciary Advisors Inc
St. Louis,
Missouri
| $149M | +$125K | +0.1% | 0.8% | – | 174 | 28.16% | 1.2 |
|
| 4288 |
4288
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| $149M | +$1.07M | +0.7% | 1.04% | – | 71 | 11.27% | 0.6 |
|
| 4289 |
4289
RHL Group
Holly,
Michigan
| $149M | +$28.4M | +24% | 3.1% | – | 418 | 45.93% | 0.4 |
|
| 4290 |
4290
Phillip James Consulting
Plymouth,
Minnesota
| $149M | -$1.08M | -0.7% | 0.09% | – | 389 | 19.54% | 0.4 |
|
| 4291 |
4291
Paladin Advisory Group
Clive,
Iowa
| $148M | -$2.1M | -1% | 0.5% | 78.7% | 245 | 2.04% | 3 |
|
| 4292 |
4292
Sound Financial Strategies Group
Madison,
Mississippi
| $148M | -$9.02M | -6% | 1.03% | 27.1% | 128 | 24.22% | 1.6 |
|
| 4293 |
4293
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| $148M | +$3.43M | +2% | 4.34% | – | 97 | 11.34% | 0.7 |
|
| 4294 |
4294
Bingham Private Wealth
San Francisco,
California
| $148M | +$3.05M | +2% | 2.4% | – | 188 | 13.3% | 1.2 |
|
| 4295 |
4295
Whipplewood Advisors
Littleton,
Colorado
| $148M | -$253K | -0.2% | 1.25% | – | 649 | 71.19% | 1.5 |
|
| 4296 |
4296
Renasant Bank
Tupelo,
Mississippi
| $148M | -$7.32M | -5% | 1.82% | 72.3% | 155 | 21.29% | 3.2 |
|
| 4297 |
4297
Elevation Wealth Management
Eden Prairie,
Minnesota
| $148M | +$14.4M | +11% | 3.8% | – | 157 | 12.1% | 0.6 |
|
| 4298 |
4298
Washington Capital Management
Seattle,
Washington
| $148M | -$3.42M | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 4299 |
OIA
4299
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| $148M | +$3.93M | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 4300 |
4300
Gilpin Wealth Management
Denver,
Colorado
| $148M | +$3.22M | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|