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, 7,143 funds (~80%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Catalyst Private Wealth
San Mateo,
California
| $239M | +$32.4M | +16% | 12.9% | 120% | 107 | 24.3% | 2.9 |
|
| 4727 |
4727
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $239M | -$827K | -0.3% | 0.24% | 68.7% | 57 | 14.04% | 2.5 |
|
| 4728 |
4728
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $239M | -$1.83M | -0.8% | 1.72% | 108% | 121 | 13.22% | 3.5 |
|
| 4729 |
4729
Cadence Wealth Management
Westborough,
Massachusetts
| $239M | +$15.9M | +7% | 6.42% | 77.7% | 64 | 4.69% | 2.8 |
|
| 4730 |
4730
Econ Financial Services
Harrisburg,
Pennsylvania
| $239M | +$25.1M | +12% | 4.5% | 16.9% | 115 | 63.48% | 0.6 |
|
| 4731 |
AFC
4731
AFT Forsyth & Company
West Palm Beach,
Florida
| $239M | +$31.2M | +15% | 8.04% | 159% | 124 | 14.52% | 7.6 |
|
| 4732 |
4732
Olistico Wealth
Tulsa,
Oklahoma
| $239M | +$5.29M | +2% | 2.7% | 108% | 367 | 12.53% | 1.4 |
|
| 4733 |
4733
Bright Financial Advisors
Portage,
Michigan
| $239M | +$149K | +0.1% | 0.34% | – | 73 | 2.74% | 1.8 |
|
| 4734 |
4734
Brighton Securities
Rochester,
New York
| $239M | +$6.14M | +3% | 0.51% | – | 57 | 28.07% | 1.2 |
|
| 4735 |
4735
One Plus One Wealth Management
Jupiter,
Florida
| $239M | +$7.15M | +3% | 2.87% | 71.9% | 97 | 11.34% | 2.9 |
|
| 4736 |
4736
International Private Wealth Advisors
San Diego,
California
| $239M | +$44.6M | +23% | 1.15% | 63.4% | 185 | 16.76% | 1.4 |
|
| 4737 |
MFG
4737
MTM Financial Group
Bethlehem,
Pennsylvania
| $239M | +$5.39M | +2% | 0.7% | 40.3% | 98 | 6.12% | 2.6 |
|
| 4738 |
4738
Ryan Investment Management
Basalt,
Colorado
| $239M | +$17.8M | +8% | 0.32% | – | 46 | 41.3% | 0.5 |
|
| 4739 |
4739
Blue Sky Capital Consultants Group
Poway,
California
| $239M | +$4.73M | +2% | 7.41% | – | 81 | 11.11% | 1.2 |
|
| 4740 |
4740
Westbourne Investments
Alexandria,
Virginia
| $239M | -$6.73M | -3% | 0.17% | – | 166 | 22.89% | 1.1 |
|
| 4741 |
4741
Sustainable Insight Capital Management
New York
| $238M | +$5.32M | +2% | 4.01% | 168% | 104 | 44.23% | 1.5 |
|
| 4742 |
4742
Oasis Advisors
Forest City,
Iowa
| $238M | +$84.3M | +55% | 0.12% | – | 93 | 50.54% | 0.2 |
|
| 4743 |
4743
Brucke Financial
Indianapolis,
Indiana
| $238M | +$13.3M | +6% | 2.36% | – | 202 | 21.78% | 1.1 |
|
| 4744 |
4744
Trevian Wealth Management
Weston,
Massachusetts
| $238M | +$3.58M | +2% | 1.49% | 103% | 47 | 8.51% | 1.9 |
|
| 4745 |
4745
10Elms LLP
Tulsa,
Oklahoma
| $238M | +$1.85M | +0.8% | 0.97% | – | 571 | 16.11% | 1.3 |
|
| 4746 |
4746
Saxony Capital Management
St. Louis,
Missouri
| $238M | +$19.8M | +9% | 3.06% | 90% | 215 | 24.19% | 1.3 |
|
| 4747 |
4747
Compass Capital Corp
Braintree,
Massachusetts
| $238M | -$69.3M | -23% | 4.09% | – | 224 | 32.59% | 1.2 |
|
| 4748 |
II
4748
Ironclad Investments
Maitland,
Florida
| $238M | +$5.02M | +2% | 2.16% | 78.4% | 3 | 0% | 2.8 |
|
| 4749 |
FCFC
4749
First Citizens Financial Corp
Mason City,
Iowa
| $238M | -$1.26M | -0.5% | 0.45% | 72.9% | 142 | 5.63% | 3.9 |
|
| 4750 |
NFL
4750
Nova Financial LLC
Tucson,
Arizona
| $238M | – | – | 2.88% | – | 865 | – | 0 |
|