We are live on !
Find out more
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, 4,696 funds (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
UG Investment Advisers
Taipei,
Taiwan
| $90.2M | -$12.9M | -13% | 1.83% | 183% | 11 | 27.27% | 1.2 |
|
| 4477 |
4477
WestBridge Capital Management
Trianon,
Mauritius
| $90.1M | +$10.6M | +13% | 26.4% | 21.9% | 1 | 0% | 4.3 |
|
| 4478 |
4478
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $90.1M | -$168M | -65% | 2.26% | – | 307 | 87.95% | 0.2 |
|
| 4479 |
MA
4479
McGrath & Associates
Asheville,
North Carolina
| $89.8M | +$13.1M | +17% | 0.96% | – | 44 | 27.27% | 1.1 |
|
| 4480 |
4480
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $89.6M | +$16.3M | +22% | 1.97% | 96.9% | 404 | 20.54% | 1.7 |
|
| 4481 |
4481
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $89.6M | -$12.3M | -12% | 1.42% | 65.5% | 73 | 20.55% | 2.1 |
|
| 4482 |
4482
Eurizon Asset Management Hungary
Budapest,
| $89.5M | -$4.4M | -5% | 3.56% | – | 21 | 4.76% | 0.6 |
|
| 4483 |
4483
Walleye Partners
Madison,
Wisconsin
| $89M | +$1.27M | +1% | 0.72% | – | 64 | 15.63% | 0.6 |
|
| 4484 |
4484
1888 Investments
Denver,
Colorado
| $88.4M | +$31.9M | +57% | 1.02% | 43.2% | 8 | 50% | 0.8 |
|
| 4485 |
GBA
4485
Garrison Bradford & Associates
New York
| $88.1M | -$4.07M | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|
| 4486 |
4486
John W. Brooker & Co
Oakland,
California
| $88M | +$5.19M | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|
| 4487 |
4487
Aflac Inc
Columbus,
Georgia
| $87.5M | -$5.12M | -6% | 5.37% | 13.4% | 4 | 0% | 3.2 |
|
| 4488 |
AIS
4488
Altium Investment Strategies
Wesley Chapel,
Florida
| $87.4M | +$18M | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 4489 |
4489
Vermillion Wealth Management
Rosemount,
Minnesota
| $87.4M | -$339M | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 4490 |
4490
Courant Investment Management
Franklin,
Tennessee
| $87.2M | -$15.8M | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 4491 |
4491
Elite Life Management
Sarasota,
Florida
| $86.8M | +$1.33M | +2% | 2.28% | 91.6% | 64 | 15.63% | 1.5 |
|
| 4492 |
4492
Pictet Bank & Trust
Nassau,
Bahamas
| $85.5M | -$7.81M | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 4493 |
OWM
4493
Omnitrust Wealth Management
Jacksonville,
Florida
| $85.4M | – | – | 1.66% | – | 64 | – | 0.9 |
|
| 4494 |
YIM
4494
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $84.9M | -$2.47M | -3% | 1.6% | – | 116 | 4.31% | 1.6 |
|
| 4495 |
4495
Divco West Real Estate Services
San Francisco,
California
| $84.6M | -$9.43M | -10% | 9.93% | 2.32% | 4 | 0% | 3.8 |
|
| 4496 |
ACM
4496
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $84.3M | -$150M | -64% | 20.2% | 2,106% | 25 | 96% | 0 |
|
| 4497 |
4497
WMS Group
Folsom,
Louisiana
| $84.2M | +$6.71M | +9% | 1.97% | – | 61 | 8.2% | 0.6 |
|
| 4498 |
4498
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $84.1M | -$33.8M | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 4499 |
4499
Centennial Advisors
Austin,
Texas
| $83.7M | -$139K | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 4500 |
4500
FinDec Wealth Services
Stockton,
California
| $83.5M | -$1.1M | -1% | 0.19% | 52.7% | 33 | 12.12% | 3.1 |
|