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, 7,107 funds (~79%) 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
WJ Wealth Management
Glendale,
Arizona
| $246M | -$7.69M | -3% | 0.74% | 95.6% | 90 | 22.22% | 2.5 |
|
| 4627 |
4627
Mad River Investors
Boston,
Massachusetts
| $246M | -$22.4M | -8% | 2.9% | 169% | 32 | 9.38% | 3.5 |
|
| 4628 |
4628
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $246M | -$552K | -0.2% | 0.18% | 66.8% | 146 | 6.16% | 2.4 |
|
| 4629 |
4629
First Bancorp
Damariscotta,
Maine
| $245M | -$7.96M | -3% | 0.21% | 80.3% | 579 | 10.71% | 1.1 |
|
| 4630 |
4630
Martin Investment Management
Palm Beach Gardens,
Florida
| $245M | -$54.1M | -18% | 4.38% | 50% | 50 | 16% | 5.7 |
|
| 4631 |
4631
Gray Private Wealth
Canton,
Massachusetts
| $245M | +$14M | +6% | 1.26% | – | 67 | 17.91% | 1.6 |
|
| 4632 |
4632
TFB Advisors
Overland Park,
Kansas
| $245M | +$18.4M | +8% | 1.07% | 85% | 205 | 12.68% | 2.1 |
|
| 4633 |
SM
4633
Sciencast Management
Princeton,
New Jersey
| $245M | -$237M | -49% | 1.16% | 76.6% | 372 | 80.38% | 0.1 |
|
| 4634 |
4634
Cooper Capital Advisors
Encinitas,
California
| $245M | +$14.7M | +6% | 0.64% | – | 52 | 30.77% | 0.9 |
|
| 4635 |
4635
SimpliFi Inc
San Diego,
California
| $245M | -$7.86M | -3% | 2.52% | 27.9% | 45 | 0% | 3.5 |
|
| 4636 |
4636
Next Level Wealth Planning
Meridian,
Idaho
| $245M | +$18M | +8% | 1.15% | – | 519 | 85.74% | 0.2 |
|
| 4637 |
4637
BostonPremier Wealth
Hanover,
Massachusetts
| $245M | +$9.6M | +4% | 0.71% | – | 86 | 9.3% | 1.3 |
|
| 4638 |
4638
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $245M | +$10.1M | +4% | 0.65% | 50.1% | 99 | 8.08% | 1.8 |
|
| 4639 |
4639
Tableaux
Stockbridge,
Massachusetts
| $245M | +$7.46M | +3% | 1.21% | – | 127 | 8.66% | 1.1 |
|
| 4640 |
4640
rebel Financial
Groveport,
Ohio
| $245M | -$6.86M | -3% | 1.47% | – | 103 | 45.63% | 0.5 |
|
| 4641 |
APSI
4641
Asset Planning Services Inc
Covington,
Louisiana
| $245M | +$9.28M | +4% | 6.38% | 138% | 36 | 0% | 6.3 |
|
| 4642 |
4642
Ring Mountain Capital
Tiburon,
California
| $245M | +$6.55M | +3% | 3.8% | – | 119 | 15.13% | 1.3 |
|
| 4643 |
4643
Sentinel Advisory Group
Middleton,
Wisconsin
| $245M | -$55K | -0% | 0.74% | – | 62 | 9.68% | 0.5 |
|
| 4644 |
4644
Turning Point Benefit Group
Frederick,
Maryland
| $245M | +$12.2M | +5% | 1.97% | – | 112 | 8.04% | 1.2 |
|
| 4645 |
4645
Core Wealth Partners
Santa Rosa,
California
| $245M | +$9.9M | +4% | 2.58% | 75.7% | 202 | 10.89% | 2.3 |
|
| 4646 |
4646
Altrafin AG
Zurich,
| $245M | -$10.8M | -4% | 11% | 127% | 44 | 100% | – |
|
| 4647 |
4647
Pavion Blue Capital
Newport Beach,
California
| $244M | -$4M | -2% | 3.02% | 87.8% | 119 | 13.45% | 4.5 |
|
| 4648 |
4648
JCIC Asset Management
Toronto,
Ontario, Canada
| $244M | -$82.2M | -25% | 8.42% | – | 119 | 36.13% | 4.7 |
|
| 4649 |
4649
Fairfield University
Fairfield,
Connecticut
| $244M | -$2.66M | -1% | 0.6% | 70.6% | 4 | 0% | 6.9 |
|
| 4650 |
4650
Aufman Associates
Sewickley,
Pennsylvania
| $244M | -$6.71M | -3% | 1.23% | 141% | 70 | 8.57% | 3.8 |
|