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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, 5,118 funds (~57%) 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
Renasant Bank
Tupelo,
Mississippi
| $148M | -$7.32M | -5% | 1.82% | 72.3% | 155 | 21.29% | 3.2 |
|
| 4277 |
4277
Elevation Wealth Management
Eden Prairie,
Minnesota
| $148M | +$14.4M | +11% | 3.8% | – | 157 | 12.1% | 0.6 |
|
| 4278 |
4278
Washington Capital Management
Seattle,
Washington
| $148M | -$3.42M | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 4279 |
OIA
4279
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| $148M | +$3.93M | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 4280 |
4280
Gilpin Wealth Management
Denver,
Colorado
| $148M | +$3.22M | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 4281 |
4281
Essential Investment Partners
Englewood,
Colorado
| $148M | +$23.2M | +19% | 5.49% | – | 463 | 34.13% | 0.5 |
|
| 4282 |
4282
Commons Capital
Needham,
Massachusetts
| $148M | +$4.8M | +3% | 8.02% | 166% | 101 | 16.83% | 2.2 |
|
| 4283 |
4283
Lionshead Wealth Management
New York
| $148M | -$6.31M | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|
| 4284 |
4284
Moulton Wealth Management
Spokane,
Washington
| $148M | -$4.48M | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 4285 |
4285
Green Alpha Advisors
Niwot,
Colorado
| $148M | -$1.44M | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 4286 |
4286
Cravens & Co Advisors
Cookeville,
Tennessee
| $147M | -$1.47M | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 4287 |
4287
Ipsen Advisor Group
Little Rock,
Arkansas
| $147M | -$8.12M | -5% | 1.01% | – | 107 | 1.87% | 2.7 |
|
| 4288 |
4288
Tenzing Financial
Williamsburg,
Virginia
| $147M | +$1.71M | +1% | 0.22% | – | 87 | 13.79% | 0.7 |
|
| 4289 |
4289
Brown University
Providence,
Rhode Island
| $147M | +$35.5M | +32% | 6.95% | 40.1% | 17 | 64.71% | 1.1 |
|
| 4290 |
4290
Impala Asset Management
Palm Beach,
Florida
| $147M | -$29.3M | -17% | 3.69% | 68.3% | 26 | 38.46% | 1 |
|
| 4291 |
4291
Ball & Co Wealth Management
Franklin,
Tennessee
| $147M | +$5.91M | +4% | 1.66% | – | 76 | 67.11% | 1.3 |
|
| 4292 |
4292
Turn8 Private Wealth
Pointe Claire,
| $147M | -$2.97M | -2% | 3.25% | – | 63 | 28.57% | 1 |
|
| 4293 |
4293
Midwest Financial Network
Tinley Park,
Illinois
| $147M | +$346K | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 4294 |
4294
Blodgett Wealth Advisors
Concord,
California
| $147M | -$2.49M | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 4295 |
BCG
4295
BRIA Capital Group
Wesley Chapel,
Florida
| $147M | +$11.2M | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 4296 |
4296
PVG Asset Management
Golden,
Colorado
| $147M | -$26.5M | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 4297 |
4297
Arnold Financial Planning
Hiawatha,
Iowa
| $147M | +$12.6M | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 4298 |
4298
Peak Wealth Management
Nashua,
New Hampshire
| $147M | +$4.12M | +3% | 0.25% | – | 69 | 17.39% | 0.6 |
|
| 4299 |
ALAM
4299
Asahi Life Asset Management
Tokyo,
Japan
| $147M | -$30.3M | -17% | 3.06% | 133% | 213 | 54.93% | 2.2 |
|
| 4300 |
4300
Virtue Asset Management
Barrington,
Illinois
| $147M | +$4.13M | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|