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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, 4,669 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Variant Private Wealth
Tysons,
Virginia
| $113M | +$23.6M | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|
| 4327 |
4327
Royal Palms Capital
Whitefish,
Montana
| $113M | -$1.16M | -1% | 2.91% | – | 61 | 16.39% | 0.6 |
|
| 4328 |
4328
Stonebridge Wealth Management
Oak Brook,
Illinois
| $112M | +$695K | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|
| 4329 |
4329
Zenith Solutions
Philadelphia,
Pennsylvania
| $112M | +$1.98M | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 4330 |
4330
Vericrest Private Wealth
Newtown,
Pennsylvania
| $112M | -$195K | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 4331 |
4331
Fortune Financial Group
Naples,
Florida
| $112M | -$15.6M | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 4332 |
4332
Haven Global Partners
Atlanta,
Georgia
| $112M | -$18.3M | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 4333 |
4333
Teza Capital Management
Chicago,
Illinois
| $112M | +$60.2M | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 4334 |
4334
Banta Asset Management
Newport Beach,
California
| $112M | -$117K | -0.1% | 1.3% | – | 21 | 19.05% | 4.8 |
|
| 4335 |
4335
Plus Group Wealth Advisors
Belgium,
Wisconsin
| $112M | +$5.48M | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|
| 4336 |
4336
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $112M | -$874K | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 4337 |
4337
Urban Wealth Management
El Segundo,
California
| $112M | -$3.09M | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 4338 |
4338
Objective Capital Management
Pepper Pike,
Ohio
| $112M | -$1.06M | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 4339 |
4339
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| $111M | +$2M | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 4340 |
4340
Atlas Venture Advisors
Boston,
Massachusetts
| $111M | -$32.3M | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 4341 |
4341
Thayer Financial
Hickory,
North Carolina
| $111M | +$1.04M | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|
| 4342 |
4342
Merrithew & Thorsten Inc
San Diego,
California
| $111M | -$6.78M | -6% | 0.07% | – | 108 | 82.41% | 0.7 |
|
| 4343 |
4343
Hallstatt Advisors
New York
| $111M | -$31.3M | -22% | 9.58% | – | 16 | 37.5% | 0.5 |
|
| 4344 |
4344
Layline Advisors
Rochester,
New York
| $111M | -$942K | -0.8% | 0.05% | – | 80 | 8.75% | 0.4 |
|
| 4345 |
4345
RCW Management
Jacksonville,
Florida
| $111M | -$1.03M | -0.9% | 0.47% | – | 68 | 1.47% | 0.7 |
|
| 4346 |
4346
IronOak Wealth
Cedar Park,
Texas
| $110M | – | – | 2.81% | – | 59 | – | 0.8 |
|
| 4347 |
4347
Chicago Capital Management
Chicago,
Illinois
| $110M | -$1.87M | -2% | 7.44% | 270% | 37 | 48.65% | 0.5 |
|
| 4348 |
4348
Decision Investments
San Diego,
California
| $110M | +$523K | +0.5% | 2.62% | – | 155 | 9.68% | 0.7 |
|
| 4349 |
4349
Michael Brady & Co
Westlake,
Ohio
| $110M | -$3.14M | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 4350 |
4350
Barden Capital Management
Austin,
Texas
| $110M | +$1.57M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|