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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
PIA
4801
Prudent Investor Advisors
Folsom,
California
| $128M | – | – | 0.71% | – | 34 | – | 0 |
|
| 4802 |
4802
Frankly Finances
Winter Park,
Florida
| $128M | +$1.1M | +0.9% | 1.08% | – | 91 | 1.1% | 0.6 |
|
| 4803 |
4803
NWM Advisors
San Luis Obispo,
California
| $128M | +$630K | +0.5% | 2.23% | – | 23 | 8.7% | 0.7 |
|
| 4804 |
4804
Advocate Investing Services
Woodbine,
Maryland
| $128M | -$2.28M | -2% | 1.27% | – | 472 | 7.42% | 0.7 |
|
| 4805 |
TLC
4805
True Light Capital
Singapore,
| $127M | -$24.4M | -16% | 1.44% | – | 8 | 0% | 0.8 |
|
| 4806 |
GH
4806
GLP Holdings
Cumming,
Georgia
| $127M | +$15.9M | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 4807 |
4807
Putney Financial Group
San Rafael,
California
| $127M | +$16M | +14% | 7.72% | – | 299 | 73.91% | 0.4 |
|
| 4808 |
4808
McLaughlin Asset Management
Danville,
Illinois
| $127M | -$18.2M | -13% | 0.29% | – | 100 | 10% | 0.7 |
|
| 4809 |
4809
Investment Management Corporation
Roanoke,
Virginia
| $127M | +$7.18M | +6% | 0.77% | – | 60 | 18.33% | 1.2 |
|
| 4810 |
4810
Graetz Wealth
Jenison,
Michigan
| $127M | +$1.44M | +1% | 0.53% | – | 90 | 13.33% | 0.6 |
|
| 4811 |
4811
Topor & Co Korea
Seoul,
| $127M | -$76.7K | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 4812 |
4812
Garda Capital Partners
Wayzata,
Minnesota
| $127M | -$159M | -56% | 31.2% | 34.1% | 15 | 86.67% | 0.1 |
|
| 4813 |
4813
Medicxi Ventures Management
St. Helier,
Jersey
| $127M | -$50.8M | -29% | 27.7% | 369% | 3 | 0% | 5.1 |
|
| 4814 |
4814
Andrew Hill Investment Advisors
Naples,
Florida
| $127M | -$8.17M | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 4815 |
4815
Mission Financial Group
Las Vegas,
Nevada
| $127M | +$6.01M | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 4816 |
4816
Kassira Wealth Management
Knoxville,
Tennessee
| $127M | +$1.83M | +1% | 0.55% | – | 69 | 13.04% | 0.8 |
|
| 4817 |
4817
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $126M | +$6.82M | +6% | 10.5% | 206% | 223 | 7.17% | 3.9 |
|
| 4818 |
4818
John Boyer Inc
Tampa,
Florida
| $126M | +$11.1M | +10% | 0.38% | – | 227 | 82.82% | 0.2 |
|
| 4819 |
AA
4819
AF Advisors
Sacramento,
California
| $126M | -$77.2M | -38% | 30.3% | 14.8% | 33 | 15.15% | 2.8 |
|
| 4820 |
4820
High Point Wealth Management
Chester,
New Jersey
| $126M | +$4.14M | +3% | 1.8% | – | 304 | 18.75% | 0.6 |
|
| 4821 |
4821
MeadowBrook Investment Advisors
Livonia,
Michigan
| $126M | +$125K | +0.1% | 2.25% | 81.5% | 201 | 5.97% | 2.2 |
|
| 4822 |
4822
Chesapeake Capital Corp
Tampa,
Florida
| $126M | -$64M | -34% | 4.23% | – | 199 | 94.47% | 0.2 |
|
| 4823 |
4823
Stegent Equity Advisors
Houston,
Texas
| $126M | -$13.3M | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 4824 |
4824
JMN Financial
New Albany,
Ohio
| $126M | -$2.39M | -2% | 2.69% | – | 262 | 32.44% | 0.5 |
|
| 4825 |
4825
TenCore Partners
New York
| $126M | -$2.23M | -2% | 16.5% | 78.4% | 16 | 12.5% | 3.4 |
|