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, 6,694 funds (~75%) 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 |
4626
Ayrshire Capital Management
Westport,
Connecticut
| $219M | +$5.29M | +2% | 1.53% | 84.8% | 54 | 14.81% | 3.4 |
|
| 4627 |
4627
Resolute Wealth Advisor
Findlay,
Ohio
| $219M | +$43M | +24% | 0.16% | – | 512 | 85.16% | 0.2 |
|
| 4628 |
MH
4628
Mishpacha Holdings
Road Town,
| $219M | -$47.7M | -18% | 11.6% | – | 5 | 40% | 0.4 |
|
| 4629 |
4629
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| $219M | +$6.42M | +3% | 0.58% | – | 65 | 10.77% | 0.2 |
|
| 4630 |
4630
Draper Asset Management
Smithtown,
New York
| $219M | +$20.8M | +11% | 10.2% | 187% | 21 | 28.57% | 2.7 |
|
| 4631 |
4631
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $218M | +$3.95M | +2% | 1.43% | 64.3% | 135 | 12.59% | 2.7 |
|
| 4632 |
SCM
4632
Sunbeam Capital Management
Atlanta,
Georgia
| $218M | -$508K | -0.2% | 3.1% | – | 128 | 9.38% | 1.3 |
|
| 4633 |
CIA
4633
Citadel Investment Advisory
Chesterland,
Ohio
| $218M | -$2.03M | -0.9% | 1.1% | 66.1% | 77 | 2.6% | 5.1 |
|
| 4634 |
4634
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $218M | -$15.2M | -7% | 0.67% | 55.4% | 130 | 8.46% | 3.7 |
|
| 4635 |
4635
CAP Partners LLC
Franklin,
Tennessee
| $218M | +$13.7M | +7% | 4.05% | 97% | 170 | 9.41% | 1.8 |
|
| 4636 |
4636
Canerector Inc
Toronto,
Ontario, Canada
| $218M | -$1.08M | -0.5% | 0.83% | – | 9 | 0% | 1.8 |
|
| 4637 |
4637
Wolff Wiese Magana
Carslbad,
California
| $218M | +$630K | +0.3% | 1.16% | 149% | 1,077 | 8.17% | 3.1 |
|
| 4638 |
4638
Financial Freedom LLC
Cincinnati,
Ohio
| $218M | +$129K | +0.1% | 0.25% | 76.9% | 348 | 69.25% | 1 |
|
| 4639 |
4639
Northland Capital Management
Virginia,
Minnesota
| $218M | +$32.4M | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
| 4640 |
PCMK
4640
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $218M | +$1.73M | +0.8% | 3.7% | 95.5% | 68 | 17.65% | 6.3 |
|
| 4641 |
4641
Peterson Wealth Management
Sparks,
Nevada
| $218M | +$3.16M | +1% | 1.94% | 88.9% | 199 | 14.57% | 1 |
|
| 4642 |
4642
Lake Hills Wealth Management
Austin,
Texas
| $218M | -$2.36M | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
| 4643 |
KA
4643
Kearns & Associates
Palos Verdes Estates,
California
| $218M | +$3.43M | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
| 4644 |
4644
David J. Yvars Group
University Park,
Florida
| $218M | +$5.7M | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
| 4645 |
CCP
4645
Cunning Capital Partners
Morrisville,
North Carolina
| $217M | -$30.4M | -12% | 0.1% | 271% | 55 | 1.82% | 2.7 |
|
| 4646 |
LFC
4646
LCC Family Corp
Toronto,
| $217M | -$28.3M | -12% | 19.2% | – | 1 | 0% | 1.3 |
|
| 4647 |
4647
GuidedMoney
Black Earth,
Wisconsin
| $217M | +$1.32M | +0.6% | 0.98% | – | 35 | 8.57% | 0.7 |
|
| 4648 |
4648
American Financial & Tax Strategies
New York
| $217M | -$4.11M | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
| 4649 |
4649
Addison Advisors
Middlebury,
Vermont
| $217M | +$5.31M | +3% | 0.58% | 54.5% | 817 | 19.46% | 3 |
|
| 4650 |
4650
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $217M | +$5.96M | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|