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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| $113M | +$1.5M | +1% | 1.98% | – | 316 | 4.11% | 0.7 |
|
| 4977 |
4977
Redwood Family Wealth
Addison,
Texas
| $113M | -$941K | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 4978 |
4978
JBGlobal.com
New York
| $113M | -$1.35M | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 4979 |
4979
Townsend Financial Planning
Mt Sterling,
Kentucky
| $113M | -$1.85M | -2% | 2.16% | – | 31 | 3.23% | 0.7 |
|
| 4980 |
4980
Jefferson Bridge Capital
Nashville,
Tennessee
| $113M | -$2.56M | -2% | 1.9% | – | 54 | 9.26% | 0.7 |
|
| 4981 |
4981
Catalyst Investment Management
Windham,
New Hampshire
| $113M | +$2.51M | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|
| 4982 |
4982
FinArc Investments
Norwood,
Massachusetts
| $113M | +$2.38M | +2% | 3.99% | – | 58 | 25.86% | 0.5 |
|
| 4983 |
4983
AlphaCentric Advisors
San Juan,
Puerto Rico
| $113M | -$5.41M | -5% | 3.08% | – | 292 | 27.4% | 1.2 |
|
| 4984 |
4984
Variant Private Wealth
Tysons,
Virginia
| $113M | +$23.6M | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|
| 4985 |
4985
Royal Palms Capital
Whitefish,
Montana
| $113M | -$1.16M | -1% | 2.91% | – | 61 | 16.39% | 0.6 |
|
| 4986 |
4986
Stonebridge Wealth Management
Oak Brook,
Illinois
| $112M | +$695K | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|
| 4987 |
4987
Zenith Solutions
Philadelphia,
Pennsylvania
| $112M | +$1.98M | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 4988 |
4988
Vericrest Private Wealth
Newtown,
Pennsylvania
| $112M | -$195K | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 4989 |
4989
Fortune Financial Group
Naples,
Florida
| $112M | -$15.6M | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 4990 |
4990
Haven Global Partners
Atlanta,
Georgia
| $112M | -$18.3M | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 4991 |
4991
Teza Capital Management
Chicago,
Illinois
| $112M | +$60.2M | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 4992 |
4992
Banta Asset Management
Newport Beach,
California
| $112M | -$117K | -0.1% | 1.3% | – | 21 | 19.05% | 4.8 |
|
| 4993 |
4993
Plus Group Wealth Advisors
Belgium,
Wisconsin
| $112M | +$5.48M | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|
| 4994 |
4994
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $112M | -$874K | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 4995 |
4995
Urban Wealth Management
El Segundo,
California
| $112M | -$3.09M | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 4996 |
4996
Objective Capital Management
Pepper Pike,
Ohio
| $112M | -$1.06M | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 4997 |
4997
Expressive Wealth
Chicago,
Illinois
| $111M | +$5.5M | +5% | 3.29% | – | 155 | 23.23% | 0.5 |
|
| 4998 |
4998
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| $111M | +$2M | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 4999 |
4999
Atlas Venture Advisors
Boston,
Massachusetts
| $111M | -$32.3M | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 5000 |
5000
Thayer Financial
Hickory,
North Carolina
| $111M | +$1.04M | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|