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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, 6,148 funds (~69%) 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
Sterling Investment Management
Tucson,
Arizona
| $184M | +$1.99M | +1% | 1.04% | 45.3% | 78 | 19.23% | 3.5 |
|
| 4627 |
4627
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| $184M | +$7.67M | +4% | 1.28% | – | 217 | 32.72% | 1.2 |
|
| 4628 |
4628
Fidato Wealth
Middleburg Heights,
Ohio
| $184M | +$13M | +8% | 0.52% | 61.1% | 31 | 54.84% | 1.3 |
|
| 4629 |
4629
Reicon Wealth Advisors
Atlanta,
Georgia
| $184M | +$21.7M | +13% | 0.39% | – | 105 | 16.19% | 0.5 |
|
| 4630 |
GWM
4630
Global Wealth Management
Kingston,
New Jersey
| $184M | -$12.6M | -6% | 0.57% | – | 48 | 4.17% | 1.4 |
|
| 4631 |
4631
Rochester Wealth Strategies
Rochester,
Michigan
| $184M | +$2.85M | +2% | 0.24% | – | 29 | 20.69% | 1.1 |
|
| 4632 |
DQRIM
4632
Dale Q Rice Investment Management
Vancouver,
Washington
| $184M | -$930K | -0.5% | 0.84% | – | 70 | 5.71% | 1.5 |
|
| 4633 |
WPEP
4633
Walnut Private Equity Partners
Omaha,
Nebraska
| $183M | -$1.73M | -0.9% | 1.83% | 48% | 15 | 0% | 5 |
|
| 4634 |
4634
Taylor Financial Group
Roanoke,
Virginia
| $183M | +$1.15M | +0.6% | 0.12% | 79% | 105 | 10.48% | 2.5 |
|
| 4635 |
4635
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $183M | +$10M | +6% | 1.47% | 88.7% | 164 | 10.98% | 2 |
|
| 4636 |
4636
Washington Growth Strategies
Washington,
District of Columbia
| $183M | +$2.82M | +2% | 0.05% | – | 64 | 3.13% | 1.4 |
|
| 4637 |
DMKJ
4637
David M. Knott Jr
| $183M | -$6.34M | -3% | 25.2% | 219% | 92 | 21.74% | 2.5 |
|
| 4638 |
4638
Pillar Financial Advisors
Louisville,
Kentucky
| $183M | -$8.36M | -4% | 0.9% | – | 125 | 19.2% | 1.5 |
|
| 4639 |
4639
Sterling Wealth Advisors
Plantation,
Florida
| $183M | -$1.2M | -0.7% | 0.18% | – | 22 | 9.09% | 1.5 |
|
| 4640 |
4640
Robinson Value Management
San Antonio,
Texas
| $183M | -$4.09M | -2% | 1.82% | 79.3% | 82 | 14.63% | 3.4 |
|
| 4641 |
4641
DecisionMap Wealth Management
Great Falls,
Virginia
| $183M | +$3.9M | +2% | 2.33% | – | 147 | 6.8% | 1.4 |
|
| 4642 |
4642
Fee-Only Financial Planning
Okatie,
South Carolina
| $182M | -$4.27M | -2% | 0.09% | 72.6% | 45 | 4.44% | 3.1 |
|
| 4643 |
4643
Forbes Financial Planning
East Greenwich,
Rhode Island
| $182M | -$4.12M | -2% | 0.62% | 52.3% | 39 | 5.13% | 2.7 |
|
| 4644 |
4644
Hudson Canyon Capital Management
New York
| $182M | -$4.71M | -3% | 5.82% | 182% | 52 | 5.77% | 3.4 |
|
| 4645 |
4645
Pacific Point Advisors
Rancho Santa Fe,
California
| $182M | -$36.7M | -17% | 1.24% | – | 136 | 16.18% | 1.4 |
|
| 4646 |
4646
Ridgepath Capital Management
Knoxville,
Tennessee
| $182M | -$44.4M | -20% | 0.45% | 73.5% | 62 | 17.74% | 1.7 |
|
| 4647 |
GA
4647
Gagnon Advisors
New York
| $182M | +$24.8M | +16% | 22.9% | 214% | 26 | 19.23% | 4.7 |
|
| 4648 |
4648
Innealta Capital
Austin,
Texas
| $182M | -$5.4M | -3% | 0.16% | 69.8% | 101 | 34.65% | 2.5 |
|
| 4649 |
4649
TLW Wealth Management
Indian Rocks Beach,
Florida
| $182M | +$5.13M | +3% | 3.75% | 98.3% | 23 | 13.04% | 4.3 |
|
| 4650 |
4650
SharpePoint
Phoenix,
Arizona
| $182M | -$17.9M | -9% | 1.35% | – | 95 | 13.68% | 1 |
|