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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, 5,393 funds (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Alessandra Capital Management
Torrance,
California
| $142M | +$913K | +0.6% | 1.1% | – | 142 | 25.35% | 0.6 |
|
| 4602 |
AC
4602
Agman Capital
Omaha,
Nebraska
| $142M | -$16.4M | -10% | 12.3% | – | 21 | 19.05% | 0.6 |
|
| 4603 |
SPAL
4603
StoneRidge PMG Advisors, LLC
Radnor,
Pennsylvania
| $142M | – | – | 3.15% | – | 147 | – | 0 |
|
| 4604 |
4604
Blueline Advisors
Exeter,
New Hampshire
| $142M | -$2.52M | -2% | 1.22% | – | 297 | 25.25% | 0.6 |
|
| 4605 |
4605
Stirlingshire Investments
New York
| $142M | +$6.96M | +5% | 0.09% | – | 266 | 33.08% | 0.5 |
|
| 4606 |
4606
NorthAvenue LLC
Columbus,
Ohio
| $142M | +$2.2M | +2% | 0.72% | – | 316 | 14.87% | 0.7 |
|
| 4607 |
PM
4607
Parametrica Management
Wanchai,
Hong Kong
| $142M | +$14.2M | +11% | 2.07% | 543% | 35 | 60% | 1 |
|
| 4608 |
4608
Forest Hill Capital
Little Rock,
Arkansas
| $142M | +$11.7M | +9% | 9.71% | 132% | 24 | 25% | 4.1 |
|
| 4609 |
4609
Richwood Investment Advisors
Cincinnati,
Ohio
| $142M | -$562K | -0.4% | 0.6% | 71.9% | 112 | 8.93% | 3.8 |
|
| 4610 |
4610
PCG Asset Management
Gladstone,
New Jersey
| $142M | +$2.02M | +1% | 2.03% | – | 147 | 70.75% | 0.6 |
|
| 4611 |
RHDIC
4611
R.H. Dinel Investment Counsel
Los Angeles,
California
| $142M | +$11.3M | +9% | 14.6% | 55.9% | 40 | 2.5% | 10.7 |
|
| 4612 |
4612
LifePlan Financial
Mankato,
Minnesota
| $141M | -$1.51M | -1% | 2.3% | 69.9% | 95 | 10.53% | 1.9 |
|
| 4613 |
MCM
4613
Magnolia Capital Management
Cold Spring,
New York
| $141M | -$3.67M | -3% | 1.26% | 85.9% | 75 | 5.33% | 4.7 |
|
| 4614 |
4614
Rhodes Investment Advisors
Fort Worth,
Texas
| $141M | +$5.11M | +4% | 4% | – | 141 | 21.99% | 0.6 |
|
| 4615 |
4615
Western Reserve Capital Management
Hudson,
Ohio
| $141M | +$6.09M | +5% | 1.32% | – | 54 | 1.85% | 0.7 |
|
| 4616 |
4616
Tortuga Wealth Management
Torrance,
California
| $141M | +$9.01M | +7% | 5.36% | – | 146 | 10.96% | 0.6 |
|
| 4617 |
4617
Sherman Wealth Management
Gaithersburg,
Maryland
| $141M | +$7.94M | +6% | 1.02% | – | 88 | 9.09% | 0.7 |
|
| 4618 |
4618
Daytona Street Capital
Saint Louis,
Missouri
| $141M | +$3.61M | +3% | 0.22% | – | 319 | 21.63% | 0.6 |
|
| 4619 |
4619
HBE Wealth Management
Lincoln,
Nebraska
| $141M | +$1.3M | +0.9% | 0.08% | – | 61 | 13.11% | 0.7 |
|
| 4620 |
4620
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| $140M | +$844K | +0.6% | 3.13% | – | 104 | 6.73% | 0.7 |
|
| 4621 |
4621
WealthPoint Financial
Cramerton,
North Carolina
| $140M | +$3.06M | +2% | 0.63% | – | 133 | 10.53% | 0.7 |
|
| 4622 |
BPH
4622
Boundless Plain Holdings
Hong Kong,
| $140M | -$291M | -68% | 3.26% | – | 11 | 54.55% | 0.8 |
|
| 4623 |
4623
Saber Capital Management
Fuquay Varina,
North Carolina
| $140M | -$6.87M | -5% | 2.29% | – | 46 | 26.09% | 1.2 |
|
| 4624 |
4624
Partnership Wealth Management
Towson,
Maryland
| $140M | -$7.78M | -5% | 1.26% | 67.6% | 69 | 5.8% | 2.4 |
|
| 4625 |
UFA
4625
Uptown Financial Advisors
Dallas,
Texas
| $140M | -$11.8M | -8% | 0.5% | – | 93 | 22.58% | 1.5 |
|