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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Turner Capital Investments
Austin,
Texas
| $118M | – | – | 0.63% | – | 6 | – | 0 |
|
| 4927 |
4927
Minot DeBlois Advisors
Boston,
Massachusetts
| $118M | +$1.06M | +0.9% | 3.03% | – | 246 | 6.5% | 1.4 |
|
| 4928 |
4928
Larry Mathis Financial Planning
Phoenix,
Arizona
| $118M | -$13.8M | -10% | 0.54% | – | 157 | 30.57% | 0.6 |
|
| 4929 |
CG
4929
Curat Global
Springfield,
New Hampshire
| $117M | -$4.91M | -4% | 3.14% | – | 260 | 5% | 1.4 |
|
| 4930 |
4930
Invested Advisors
State College,
Pennsylvania
| $117M | +$4.17M | +4% | 1.36% | – | 169 | 14.2% | 0.7 |
|
| 4931 |
4931
ORBA Wealth Advisors
Chicago,
Illinois
| $117M | +$188K | +0.2% | 2.58% | 70.5% | 86 | 6.98% | 1.6 |
|
| 4932 |
MS
4932
Monetary Solutions
Dayton,
Ohio
| $117M | +$977K | +0.8% | 0.1% | – | 644 | 39.6% | 0.4 |
|
| 4933 |
4933
Linden Rose Investment
Sugar Land,
Texas
| $117M | -$11.7M | -9% | 4.1% | – | 9 | 22.22% | 0.4 |
|
| 4934 |
4934
IFC & Insurance Marketing
Auburn,
California
| $117M | +$3.39M | +3% | 0.56% | – | 90 | 16.67% | 0.6 |
|
| 4935 |
4935
Figure 8 Investment Strategies
Boise,
Idaho
| $117M | -$1.56M | -1% | 1.71% | – | 59 | 6.78% | 1.4 |
|
| 4936 |
4936
Red Tree Management
Redwood City,
California
| $117M | -$30.6M | -21% | 7% | – | 3 | 0% | 1.8 |
|
| 4937 |
4937
E&R Wealth Management
Mount Pleasant,
South Carolina
| $117M | -$1.28M | -1% | 1.95% | – | 12 | 0% | 0.8 |
|
| 4938 |
4938
One River Asset Management
Stamford,
Connecticut
| $117M | -$193M | -62% | 2.18% | 27% | 269 | 40.52% | 0.8 |
|
| 4939 |
4939
OFC Financial Planning
Short Hills,
New Jersey
| $116M | +$3.82M | +3% | 4.6% | – | 57 | 5.26% | 1.6 |
|
| 4940 |
4940
WealthCare Asset Management
Springfield,
Missouri
| $116M | -$124M | -52% | 5.79% | – | 90 | 47.78% | 0.4 |
|
| 4941 |
FCM
4941
Fell Capital Management
Newport Beach,
California
| $116M | -$2.39M | -2% | 0.74% | – | 99 | 8.08% | 0.7 |
|
| 4942 |
4942
Shepherd Street Advisors
Larkspur,
California
| $116M | +$2.32M | +2% | 3.1% | – | 88 | 5.68% | 0.7 |
|
| 4943 |
4943
truNorth Financial Services
Chambersburg,
Pennsylvania
| $116M | +$4.55M | +4% | 1.21% | – | 63 | 11.11% | 0.6 |
|
| 4944 |
4944
Catherine Avery Investment Management
Longboat Key,
Florida
| $116M | -$113M | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 4945 |
4945
Retireful LLC
Haslett,
Michigan
| $116M | +$8.64M | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|
| 4946 |
4946
Cannae Holdings
Las Vegas,
Nevada
| $116M | -$17.6M | -13% | 13.1% | 88.5% | 2 | 0% | 2.6 |
|
| 4947 |
ACA
4947
Alpha Capital Advisors
Bangor,
Maine
| $116M | +$19.9K | +0% | 0.65% | – | 34 | 0% | 0.7 |
|
| 4948 |
4948
MLP3 LLC
Linwood,
New Jersey
| $116M | +$13.1M | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 4949 |
4949
Advisory Advocates
Grand Rapids,
Michigan
| $116M | -$837K | -0.7% | 0.32% | – | 200 | 13% | 0.6 |
|
| 4950 |
RBDF
4950
Robert B. Daugherty Foundation
Omaha,
Nebraska
| $116M | -$28.7M | -20% | 19.8% | – | 1 | 0% | 0.8 |
|