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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, 5,500 funds (~62%) 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
IDG China Venture Capital Fund IV Associates
Hong Kong
| $148M | +$331K | +0.2% | 0.44% | 13.3% | 4 | 0% | 4.6 |
|
| 4602 |
4602
Cravens & Co Advisors
Cookeville,
Tennessee
| $147M | -$1.47M | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 4603 |
4603
Ipsen Advisor Group
Little Rock,
Arkansas
| $147M | -$8.12M | -5% | 1.01% | – | 107 | 1.87% | 2.7 |
|
| 4604 |
4604
Tenzing Financial
Williamsburg,
Virginia
| $147M | +$1.71M | +1% | 0.22% | – | 87 | 13.79% | 0.7 |
|
| 4605 |
4605
Brown University
Providence,
Rhode Island
| $147M | +$35.5M | +32% | 6.95% | 40.1% | 17 | 64.71% | 1.1 |
|
| 4606 |
4606
Impala Asset Management
Palm Beach,
Florida
| $147M | -$29.3M | -17% | 3.69% | 68.3% | 26 | 38.46% | 1 |
|
| 4607 |
4607
Ball & Co Wealth Management
Franklin,
Tennessee
| $147M | +$5.91M | +4% | 1.66% | – | 76 | 67.11% | 1.3 |
|
| 4608 |
4608
Turn8 Private Wealth
Pointe Claire,
| $147M | -$2.97M | -2% | 3.25% | – | 63 | 28.57% | 1 |
|
| 4609 |
4609
Midwest Financial Network
Tinley Park,
Illinois
| $147M | +$346K | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 4610 |
4610
Blodgett Wealth Advisors
Concord,
California
| $147M | -$2.49M | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 4611 |
BCG
4611
BRIA Capital Group
Wesley Chapel,
Florida
| $147M | +$11.2M | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 4612 |
4612
PVG Asset Management
Golden,
Colorado
| $147M | -$26.5M | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 4613 |
4613
Arnold Financial Planning
Hiawatha,
Iowa
| $147M | +$12.6M | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 4614 |
4614
Peak Wealth Management
Nashua,
New Hampshire
| $147M | +$4.12M | +3% | 0.25% | – | 69 | 17.39% | 0.6 |
|
| 4615 |
ALAM
4615
Asahi Life Asset Management
Tokyo,
Japan
| $147M | -$30.3M | -17% | 3.06% | 133% | 213 | 54.93% | 2.2 |
|
| 4616 |
4616
Virtue Asset Management
Barrington,
Illinois
| $147M | +$4.13M | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 4617 |
4617
Clear Point Advisors
Melville,
New York
| $146M | +$33.7M | +30% | 1.38% | 56.7% | 138 | 37.68% | 0.7 |
|
| 4618 |
4618
Collier Financial
Denver,
Colorado
| $146M | +$142K | +0.1% | 1.55% | – | 155 | 9.68% | 1.3 |
|
| 4619 |
AF
4619
ASL Financial
Los Gatos,
California
| $146M | +$4.27M | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 4620 |
4620
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| $146M | +$1.11M | +0.8% | 0.83% | – | 36 | 13.89% | 0.6 |
|
| 4621 |
4621
Langdon Equity Partners
Toronto,
| $146M | -$32.9M | -18% | 5.04% | – | 23 | 60.87% | 0.2 |
|
| 4622 |
HRC
4622
Hoertkorn Richard Charles
| $146M | -$3.2M | -2% | 0.33% | 182% | 71 | 4.23% | 8.9 |
|
| 4623 |
4623
LTG Capital
Newton,
Massachusetts
| $146M | -$3.58M | -2% | 4.48% | 59% | 25 | 4% | 4.3 |
|
| 4624 |
4624
Woodside Wealth Management
Framingham,
Massachusetts
| $146M | +$2.4M | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
| 4625 |
4625
BFI Wealth Solutions
Dallas,
Texas
| $146M | +$10.9M | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|