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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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
DoubleLine ETF Adviser
Tampa,
Florida
| $220M | -$22.1M | -9% | 6.88% | 44% | 241 | 61.41% | 0.7 |
|
| 4927 |
4927
Stephenson & Company
San Clemente,
California
| $220M | +$6.63M | +3% | 1.12% | 47% | 63 | 26.98% | 1.6 |
|
| 4928 |
4928
English Capital Management
Bloomfield Hills,
Michigan
| $220M | +$2.83M | +1% | 0.13% | 112% | 38 | 7.89% | 1.9 |
|
| 4929 |
4929
Brendel Financial Advisors
Hanover,
New Hampshire
| $220M | +$4.08M | +2% | 5.29% | 139% | 125 | 33.6% | 1.7 |
|
| 4930 |
4930
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| $220M | +$20.9M | +10% | 2.71% | – | 185 | 12.43% | 1.3 |
|
| 4931 |
SCA
4931
Sander Capital Advisors
Seattle,
Washington
| $220M | +$30.9M | +16% | 19.8% | 113% | 13 | 15.38% | 5.9 |
|
| 4932 |
4932
Nipun Capital
Foster City,
California
| $220M | +$5.16M | +2% | 0.91% | 30.2% | 10 | 30% | 1.6 |
|
| 4933 |
4933
Chatterton & Associates
Anaheim,
California
| $220M | +$49.8M | +29% | 0.78% | – | 117 | 23.93% | 0.6 |
|
| 4934 |
SWP
4934
Semus Wealth Partners
Boca Raton,
Florida
| $220M | +$12.7M | +6% | 5% | 107% | 119 | 14.29% | 2.5 |
|
| 4935 |
4935
Gerber LLC
Columbus,
Ohio
| $220M | +$6.97M | +3% | 1.75% | 137% | 97 | 12.37% | 2.1 |
|
| 4936 |
4936
Pinney & Scofield
Cambridge,
Massachusetts
| $220M | +$15M | +7% | 0.78% | – | 246 | 6.5% | 1.5 |
|
| 4937 |
4937
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $219M | -$23.3M | -10% | 3.14% | – | 257 | 40.08% | 1.1 |
|
| 4938 |
4938
Echo45 Advisors
Walnut Creek,
California
| $219M | +$25.8M | +13% | 0.77% | 53.6% | 122 | 37.7% | 1.6 |
|
| 4939 |
4939
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| $219M | -$136M | -38% | 37.8% | – | 2 | 0% | 0.8 |
|
| 4940 |
WBWA
4940
William B. Walkup & Associates
Columbia,
South Carolina
| $219M | +$11.6M | +6% | 6.39% | – | 258 | 5.81% | 1.4 |
|
| 4941 |
JD6
4941
J Digital 6
Chicago,
Illinois
| $219M | +$50.2M | +30% | 25% | – | 4 | 25% | 0.6 |
|
| 4942 |
4942
Essential Partners
Rancho Santa Fe,
California
| $219M | +$2.18M | +1% | 3.12% | – | 3,035 | 11.99% | 1 |
|
| 4943 |
4943
Dow Chemical Company
Midland,
Michigan
| $219M | -$9.5M | -4% | 4.94% | 30% | 4 | 0% | 2.8 |
|
| 4944 |
4944
Bradley & Co Private Wealth Management
Miami,
Florida
| $219M | +$9.03M | +4% | 4.53% | – | 237 | 12.24% | 3.5 |
|
| 4945 |
4945
Fort Vancouver Investment Management
Vancouver,
Washington
| $219M | +$4.7M | +2% | 0.81% | – | 62 | 0% | 1.7 |
|
| 4946 |
4946
Avid Wealth Partners
San Antonio,
Texas
| $219M | +$12.3M | +6% | 0.7% | 93.7% | 88 | 22.73% | 1.3 |
|
| 4947 |
4947
Ayrshire Capital Management
Westport,
Connecticut
| $219M | +$5.29M | +2% | 1.53% | 84.8% | 54 | 14.81% | 3.4 |
|
| 4948 |
4948
Resolute Wealth Advisor
Findlay,
Ohio
| $219M | +$43M | +24% | 0.16% | – | 512 | 85.16% | 0.2 |
|
| 4949 |
MH
4949
Mishpacha Holdings
Road Town,
| $219M | -$47.7M | -18% | 11.6% | – | 5 | 40% | 0.4 |
|
| 4950 |
4950
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| $219M | +$6.42M | +3% | 0.58% | – | 65 | 10.77% | 0.2 |
|