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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| $79.1M | -$3.97M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 5177 |
5177
Avory & Company
Miami,
Florida
| $78.9M | -$1.12M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 5178 |
5178
Alken Asset Management
London,
United Kingdom
| $78.5M | -$11.1M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 5179 |
5179
Norwood Investment Partners
Mill Valley,
California
| $77.3M | +$4.93M | +7% | 5.1% | 24.4% | 17 | 29.41% | 1.4 |
|
| 5180 |
JAWA
5180
John A. Wolfe & Associates
Portage,
Michigan
| $77.3M | +$4.73M | +7% | 1.23% | – | 47 | 10.64% | 0.6 |
|
| 5181 |
5181
Stapp Wealth Management
Olympia,
Washington
| $77.2M | +$706K | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 5182 |
OR
5182
Olympiad Research
Stamford,
Connecticut
| $77M | +$29M | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 5183 |
5183
Wellington Shields & Co
New York
| $76M | -$370M | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 5184 |
CMANY
5184
Capital Management Associates (New York)
New York
| $76M | -$1.75M | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 5185 |
5185
Wellington Shields Capital Management
New York
| $76M | -$712M | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 5186 |
5186
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $75.9M | +$6.28M | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 5187 |
5187
Triad Investment Management
Newport Beach,
California
| $75.4M | -$15.3M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 5188 |
5188
Optimas Capital
Central,
Hong Kong
| $75.3M | -$21.6M | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|
| 5189 |
BWM
5189
Blossom Wealth Management
San Ramon, Ca,
California
| $74.5M | +$3.55M | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 5190 |
FCI
5190
Financial Counselors Inc
Overland Park,
Kansas
| $74M | +$1.32M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 5191 |
5191
APEIRON Capital Ltd
Hong Kong
| $73.7M | -$82M | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 5192 |
5192
Harrison Street Private Wealth
Denver,
Colorado
| $73M | +$2.06M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 5193 |
5193
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $72.5M | -$311K | -0.4% | 1.85% | – | 1 | 0% | 1.8 |
|
| 5194 |
5194
Stronghold Wealth Management
Tampa,
Florida
| $72.4M | -$2.34M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 5195 |
5195
XXEC Inc
Tulsa,
Oklahoma
| $71.8M | -$698M | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 5196 |
5196
Fourier Capital Management
Hong Kong,
| $70.7M | +$6.73M | +11% | 16.5% | – | 20 | 80% | 0.1 |
|
| 5197 |
5197
University of Maryland Foundation
Adelphi,
Maryland
| $70.4M | +$14.3M | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 5198 |
5198
Lockerman Financial Group
Newport Beach,
California
| $69.7M | +$4.3M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 5199 |
5199
Sapphire Ventures
Austin,
Texas
| $69.5M | -$34.3M | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 5200 |
5200
Andina Capital Management
Lehi,
Utah
| $69.4M | +$7.43M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|