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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, 6,717 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
Stephenson & Company
San Clemente,
California
| $220M | +$6.63M | +3% | 1.12% | 47% | 63 | 26.98% | 1.6 |
|
| 4627 |
4627
English Capital Management
Bloomfield Hills,
Michigan
| $220M | +$2.83M | +1% | 0.13% | 112% | 38 | 7.89% | 1.9 |
|
| 4628 |
4628
Brendel Financial Advisors
Hanover,
New Hampshire
| $220M | +$4.08M | +2% | 5.29% | 139% | 125 | 33.6% | 1.7 |
|
| 4629 |
4629
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| $220M | +$20.9M | +10% | 2.71% | – | 185 | 12.43% | 1.3 |
|
| 4630 |
SCA
4630
Sander Capital Advisors
Seattle,
Washington
| $220M | +$30.9M | +16% | 19.8% | 113% | 13 | 15.38% | 5.9 |
|
| 4631 |
4631
Nipun Capital
Foster City,
California
| $220M | +$5.16M | +2% | 0.91% | 30.2% | 10 | 30% | 1.6 |
|
| 4632 |
4632
Chatterton & Associates
Anaheim,
California
| $220M | +$49.8M | +29% | 0.78% | – | 117 | 23.93% | 0.6 |
|
| 4633 |
SWP
4633
Semus Wealth Partners
Boca Raton,
Florida
| $220M | +$12.7M | +6% | 5% | 107% | 119 | 14.29% | 2.5 |
|
| 4634 |
4634
Gerber LLC
Columbus,
Ohio
| $220M | +$6.97M | +3% | 1.75% | 137% | 97 | 12.37% | 2.1 |
|
| 4635 |
4635
Pinney & Scofield
Cambridge,
Massachusetts
| $220M | +$15M | +7% | 0.78% | – | 246 | 6.5% | 1.5 |
|
| 4636 |
4636
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $219M | -$23.3M | -10% | 3.14% | – | 257 | 40.08% | 1.1 |
|
| 4637 |
4637
Echo45 Advisors
Walnut Creek,
California
| $219M | +$25.8M | +13% | 0.77% | 53.6% | 122 | 37.7% | 1.6 |
|
| 4638 |
4638
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| $219M | -$136M | -38% | 37.8% | – | 2 | 0% | 0.8 |
|
| 4639 |
WBWA
4639
William B. Walkup & Associates
Columbia,
South Carolina
| $219M | +$11.6M | +6% | 6.39% | – | 258 | 5.81% | 1.4 |
|
| 4640 |
4640
Essential Partners
Rancho Santa Fe,
California
| $219M | +$2.18M | +1% | 3.12% | – | 3,035 | 11.99% | 1 |
|
| 4641 |
4641
Bradley & Co Private Wealth Management
Miami,
Florida
| $219M | +$9.03M | +4% | 4.53% | – | 237 | 12.24% | 3.5 |
|
| 4642 |
4642
Fort Vancouver Investment Management
Vancouver,
Washington
| $219M | +$4.7M | +2% | 0.81% | – | 62 | 0% | 1.7 |
|
| 4643 |
4643
Avid Wealth Partners
San Antonio,
Texas
| $219M | +$12.3M | +6% | 0.7% | 93.7% | 88 | 22.73% | 1.3 |
|
| 4644 |
4644
Ayrshire Capital Management
Westport,
Connecticut
| $219M | +$5.29M | +2% | 1.53% | 84.8% | 54 | 14.81% | 3.4 |
|
| 4645 |
4645
Resolute Wealth Advisor
Findlay,
Ohio
| $219M | +$43M | +24% | 0.16% | – | 512 | 85.16% | 0.2 |
|
| 4646 |
MH
4646
Mishpacha Holdings
Road Town,
| $219M | -$47.7M | -18% | 11.6% | – | 5 | 40% | 0.4 |
|
| 4647 |
4647
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| $219M | +$6.42M | +3% | 0.58% | – | 65 | 10.77% | 0.2 |
|
| 4648 |
4648
Draper Asset Management
Smithtown,
New York
| $219M | +$20.8M | +11% | 10.2% | 187% | 21 | 28.57% | 2.7 |
|
| 4649 |
4649
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $218M | +$3.95M | +2% | 1.43% | 64.3% | 135 | 12.59% | 2.7 |
|
| 4650 |
SCM
4650
Sunbeam Capital Management
Atlanta,
Georgia
| $218M | -$508K | -0.2% | 3.1% | – | 128 | 9.38% | 1.3 |
|