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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
LWM Advisors
El Dorado Hills,
California
| $132M | -$1.63M | -1% | 0.87% | – | 40 | 20% | 1.2 |
|
| 4727 |
4727
Pacific Capital Partners
London,
| $132M | +$16.9M | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 4728 |
4728
Tannin Capital
Charlotte,
North Carolina
| $132M | -$19.7M | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 4729 |
4729
E6 Portfolios
Midvale,
Utah
| $132M | +$7.24M | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 4730 |
4730
James Reed Financial Services
Cleveland,
Ohio
| $132M | +$1.36M | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 4731 |
4731
Summerhill Capital Management
Toronto,
Ontario, Canada
| $132M | +$7.05M | +6% | 1.07% | – | 18 | 5.56% | 2 |
|
| 4732 |
4732
Kitching Partners
Conshohocken,
Pennsylvania
| $132M | +$15.9M | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 4733 |
4733
Global Strategic Management
San Juan,
Puerto Rico
| $132M | +$2.6M | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|
| 4734 |
4734
Scheeler Financial
West Chester,
Ohio
| $132M | – | – | 1.87% | – | 78 | – | 0 |
|
| 4735 |
SCC
4735
Seal Cove Capital
Palo Alto,
California
| $132M | +$1.65M | +1% | 2.2% | – | 11 | 18.18% | 0.6 |
|
| 4736 |
4736
Veratis Advisors
Cary,
North Carolina
| $132M | -$9.2M | -7% | 0.77% | – | 90 | 13.33% | 0.7 |
|
| 4737 |
4737
Alliance Wealth Strategies
Lynchburg,
Virginia
| $132M | +$4.77M | +4% | 0.73% | – | 67 | 2.99% | 0.7 |
|
| 4738 |
4738
Journey Beyond Wealth
Roswell,
Georgia
| $132M | +$3.92M | +3% | 0.07% | – | 35 | 20% | 1.3 |
|
| 4739 |
4739
NewCorp Financial Services
Alpharetta,
Georgia
| $132M | +$1.33M | +1% | 0.7% | – | 59 | 16.95% | 0.6 |
|
| 4740 |
4740
CDKV Holdings
Denver,
Colorado
| $132M | +$3.99M | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 4741 |
4741
Paragon Capital Management (Utah)
Provo,
Utah
| $132M | -$3.06M | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 4742 |
MCFP
4742
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| $132M | +$3M | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 4743 |
4743
Miller Financial Services
Marshall,
Michigan
| $132M | +$7.63M | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 4744 |
4744
Wulff, Hansen & Co
San Rafael,
California
| $132M | +$1.37M | +1% | 1.52% | 94.7% | 115 | 7.83% | 2.9 |
|
| 4745 |
4745
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| $132M | +$9.5M | +8% | 1.04% | – | 83 | 20.48% | 0.7 |
|
| 4746 |
4746
Nightview Capital
Austin,
Texas
| $132M | -$1.84M | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 4747 |
4747
Vision Financial Markets
Stamford,
Connecticut
| $131M | +$16M | +14% | 0.45% | – | 438 | 17.35% | 1.5 |
|
| 4748 |
HPM
4748
Hudson Portfolio Management
Garrison,
New York
| $131M | -$1.06M | -0.8% | 1.27% | – | 125 | 10.4% | 3.5 |
|
| 4749 |
4749
Santa Clara Valley Transportation Authority
San Jose,
California
| $131M | +$2.04M | +2% | 2.71% | – | 4 | 0% | 2 |
|
| 4750 |
4750
AFG Fiduciary Services
Hingham,
Massachusetts
| $131M | +$2.66M | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|