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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, 5,393 funds (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Roan Capital Partners
Johnson City,
Tennessee
| $137M | +$16M | +13% | 0.54% | – | 81 | 7.41% | 0.4 |
|
| 4677 |
4677
ICG Advisors
Los Angeles,
California
| $136M | +$106M | +354% | 1.37% | – | 7 | 28.57% | 0.5 |
|
| 4678 |
4678
Camelot Portfolios
Maumee,
Ohio
| $136M | -$6.47M | -5% | 1.57% | 47.2% | 218 | 16.06% | 3.5 |
|
| 4679 |
4679
TABR Capital Management
Orange,
California
| $136M | +$19.1M | +16% | 0.27% | – | 82 | 62.2% | 0.6 |
|
| 4680 |
4680
Targeted Financial Services
Seminole,
Florida
| $136M | +$906K | +0.7% | 0.53% | – | 67 | 11.94% | 0.6 |
|
| 4681 |
4681
Summit Financial Consulting
Sterling Heights,
Michigan
| $136M | -$11.1M | -8% | 1.6% | – | 53 | 16.98% | 1 |
|
| 4682 |
4682
Lynch Investment Planning
Newtown Square,
Pennsylvania
| $136M | +$6.17M | +5% | 0.91% | – | 232 | 75.86% | 0.2 |
|
| 4683 |
4683
Seelaus Asset Management
Chatham,
New Jersey
| $136M | -$6.08M | -4% | 3.88% | 134% | 216 | 17.59% | 3.3 |
|
| 4684 |
4684
Eagle Wealth Advisors
Westport,
Connecticut
| $136M | +$5.1M | +4% | 4.65% | – | 103 | 3.88% | 0.6 |
|
| 4685 |
4685
Avail Investment Partners
Lemont,
Pennsylvania
| $136M | +$6.25M | +5% | 3.5% | – | 225 | 20.44% | 0.4 |
|
| 4686 |
4686
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $136M | -$76.4M | -36% | 0.18% | 88.8% | 8 | 0% | 3.4 |
|
| 4687 |
4687
Donalies Financial Planning
Washington,
District of Columbia
| $136M | +$366K | +0.3% | 0.81% | – | 82 | 9.76% | 0.7 |
|
| 4688 |
4688
CrossGen Wealth
Greenville,
North Carolina
| $136M | +$7.29M | +6% | 7.07% | – | 231 | 19.91% | 0.7 |
|
| 4689 |
ALS
4689
Andrew L. Share
| $136M | -$57.6M | -30% | 5.83% | 3.31% | 52 | 63.46% | 0.8 |
|
| 4690 |
4690
SeedSafe Financial
Austin,
Texas
| $136M | -$3.25M | -2% | 1.31% | – | 42 | 14.29% | 0.6 |
|
| 4691 |
4691
Finward Bancorp
Munster,
Indiana
| $136M | +$3.77M | +3% | 3.04% | – | 109 | 7.34% | 1.6 |
|
| 4692 |
4692
Providence Financial Advisors
Overland Park,
Kansas
| $136M | -$40.2M | -23% | 1.22% | – | 62 | 14.52% | 0.8 |
|
| 4693 |
4693
Farnam Financial
Phoenix,
Arizona
| $135M | -$1.66M | -1% | 0.11% | – | 62 | 20.97% | 1.3 |
|
| 4694 |
4694
Broussard Financial Group
Kaplan,
Louisiana
| $135M | +$10.6M | +8% | 2.95% | – | 45 | 37.78% | 0.5 |
|
| 4695 |
4695
Approach Retirement Advisors
Vestavia,
Alabama
| $135M | -$2.31M | -2% | 0.81% | – | 85 | 9.41% | 0.7 |
|
| 4696 |
4696
Capital CS Group
Irvine,
California
| $135M | +$8.46M | +7% | 3.77% | 27.8% | 113 | 58.41% | 1 |
|
| 4697 |
SR
4697
Summer Road
West Palm Beach,
Florida
| $135M | -$25.8M | -16% | 16.7% | 214% | 26 | 30.77% | 1.7 |
|
| 4698 |
4698
Littlejohn Financial Services
Roseburg,
Oregon
| $135M | -$2.49M | -2% | 1.91% | – | 82 | 28.05% | 0.9 |
|
| 4699 |
4699
Dala Group
Hoffman Estates,
Illinois
| $135M | +$13.6M | +11% | 1.7% | – | 72 | 6.94% | 0.7 |
|
| 4700 |
4700
Golden Bell Financial Planning
Alpharetta,
Georgia
| $135M | -$1.01M | -0.7% | 1.92% | – | 41 | 2.44% | 1.5 |
|