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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, 6,579 funds (~74%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
SPI
4626
Sutton Place Investors
Katonah,
New York
| $212M | +$5.84M | +3% | 1.73% | 84% | 158 | 10.13% | 2.2 |
|
| 4627 |
4627
Destiny Capital
Golden,
Colorado
| $212M | -$2.83M | -1% | 0.89% | 60.5% | 63 | 9.52% | 2.5 |
|
| 4628 |
4628
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $212M | -$218K | -0.1% | 1.47% | 82% | 119 | 6.72% | 5 |
|
| 4629 |
4629
BFI Infinity
Zurich,
Switzerland
| $212M | -$125M | -37% | 3.6% | – | 79 | 27.85% | 0.9 |
|
| 4630 |
4630
Orcam Financial Group
Encinitas,
California
| $212M | +$7.4M | +4% | 0.27% | 45.4% | 112 | 11.61% | 1.7 |
|
| 4631 |
4631
Commerce Advisors
Memphis,
Tennessee
| $212M | +$27.9M | +15% | 1.91% | – | 137 | 13.14% | 0.4 |
|
| 4632 |
4632
Chou Associates Management
Toronto,
Ontario, Canada
| $212M | -$4.7M | -2% | 0.79% | 70% | 31 | 0% | 4 |
|
| 4633 |
4633
McDonough Capital Management
Orlando,
Florida
| $212M | +$11.8M | +6% | 7.15% | 119% | 54 | 5.56% | 3.3 |
|
| 4634 |
4634
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $212M | +$9.6M | +5% | 2.67% | 68.6% | 76 | 13.16% | 2.9 |
|
| 4635 |
HBL
4635
Higo Bank, Ltd.
Kumamoto,
| $212M | +$15.7M | +8% | 8.19% | 155% | 26 | 15.38% | 2.7 |
|
| 4636 |
HFS
4636
Hoge Financial Services
Canonsburg,
Pennsylvania
| $212M | +$2.79M | +1% | 0.4% | 60.8% | 88 | 14.77% | 1.8 |
|
| 4637 |
4637
Hager Investment Management Services
New London,
New Hampshire
| $212M | -$5.77M | -3% | 1.55% | – | 374 | 11.76% | 1.3 |
|
| 4638 |
4638
Crown Oak Advisors
Piedmont,
California
| $212M | -$3.11M | -1% | 0.9% | 53.3% | 23 | 0% | 2.5 |
|
| 4639 |
4639
Rareview Capital
Las Vegas,
Nevada
| $212M | +$32.7M | +18% | 4.81% | 28.6% | 62 | 20.97% | 1.2 |
|
| 4640 |
4640
Gouws Capital LLC
Charlotte,
North Carolina
| $212M | -$3.37M | -2% | 0.44% | 114% | 56 | 7.14% | 3.5 |
|
| 4641 |
4641
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| $211M | -$1.4M | -0.7% | 0.11% | – | 95 | 15.79% | 0.6 |
|
| 4642 |
4642
Code Waechter
Tampa,
Florida
| $211M | +$18.1M | +9% | 0.57% | – | 132 | 8.33% | 1.4 |
|
| 4643 |
SBCM
4643
Silverberg Bernstein Capital Management
Armonk,
New York
| $211M | -$49.7M | -19% | 10.3% | 133% | 71 | 14.08% | 2.4 |
|
| 4644 |
4644
Financial Alternatives
La Jolla,
California
| $211M | +$8.37M | +4% | 0.9% | 55% | 348 | 75.57% | 0.8 |
|
| 4645 |
4645
AUA Capital Management
Camp Hill,
Pennsylvania
| $211M | -$4.52M | -2% | 1.88% | 70.2% | 85 | 7.06% | 7.2 |
|
| 4646 |
4646
FPC Investment Advisory
Petaluma,
California
| $211M | -$686K | -0.3% | 0.14% | – | 36 | 0% | 1.8 |
|
| 4647 |
4647
Shearwater Capital
Denver,
Colorado
| $211M | +$1.73M | +0.8% | 2.13% | 74.4% | 71 | 8.45% | 2.9 |
|
| 4648 |
4648
Arta Finance Wealth Management
Mountain View,
California
| $211M | -$22.5M | -10% | 3.43% | – | 116 | 18.97% | 0.6 |
|
| 4649 |
4649
Sellaronda Global Management
New York
| $211M | +$51M | +32% | 6.42% | – | 12 | 33.33% | 0.5 |
|
| 4650 |
4650
Novak & Powell Financial Services
St. Petersburg,
Florida
| $211M | -$1.31M | -0.6% | 1.97% | 81.3% | 175 | 10.29% | 2.2 |
|