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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Wilian Securities
Vadnais Heights,
Minnesota
| $187M | +$17.9M | +11% | 1.81% | – | 91 | 5.49% | 0.5 |
|
| 5352 |
BF
5352
Baring Financial
Bellingham,
Washington
| $187M | +$5.44M | +3% | 2.4% | – | 92 | 15.22% | 1.3 |
|
| 5353 |
5353
LeConte Wealth Management
Maryville,
Tennessee
| $187M | +$3.6M | +2% | 1.73% | – | 212 | 22.64% | 0.8 |
|
| 5354 |
5354
URS Advisory
Jupiter,
Florida
| $187M | +$7.23M | +4% | 0.37% | – | 78 | 46.15% | 0.5 |
|
| 5355 |
5355
Farrell Financial
Orchard Park,
New York
| $187M | +$1.98M | +1% | 0.91% | 57.8% | 84 | 4.76% | 2.1 |
|
| 5356 |
RIAL
5356
Rothwell Investment Advisors, LLC
Salem,
Massachusetts
| $187M | – | – | 4.24% | – | 1,140 | – | 0 |
|
| 5357 |
5357
Stillwater Wealth Management Group
Juno Beach,
Florida
| $187M | +$7.1M | +4% | 2.81% | – | 78 | 16.67% | 1.4 |
|
| 5358 |
5358
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| $187M | +$17.4M | +10% | 5.96% | – | 114 | 10.53% | 0.6 |
|
| 5359 |
5359
BXM Wealth
Englewood,
Colorado
| $187M | +$2.97M | +2% | 1.91% | – | 172 | 13.95% | 1.1 |
|
| 5360 |
5360
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| $187M | +$5.2M | +3% | 3.59% | – | 164 | 28.05% | 0.8 |
|
| 5361 |
5361
Shade Tree Advisors
Saratoga Springs,
New York
| $187M | +$15M | +9% | 2.61% | – | 69 | 65.22% | 0.5 |
|
| 5362 |
5362
Erickson Financial Group
Allentown,
Pennsylvania
| $187M | +$35.9K | +0% | 0.77% | 69.3% | 25 | 0% | 4 |
|
| 5363 |
5363
General Partner Inc
Pittsburgh,
Pennsylvania
| $187M | +$751K | +0.4% | 1.97% | 83.1% | 171 | 4.09% | 3 |
|
| 5364 |
5364
C.V. Starr & Co
New York
| $187M | -$696K | -0.4% | 0.34% | – | 6 | 16.67% | 1.7 |
|
| 5365 |
GCA
5365
Gallagher Capital Advisors
Argyle,
Texas
| $187M | +$11.6M | +7% | 9.79% | – | 77 | 15.58% | 1.1 |
|
| 5366 |
5366
Meadowbrook Advisors Group
Bedminster,
New Jersey
| $186M | -$731K | -0.4% | 1.47% | – | 175 | 14.86% | 0.6 |
|
| 5367 |
5367
Millstone Evans Group
Boulder,
Colorado
| $186M | +$1.48M | +0.8% | 3.52% | – | 913 | 7.12% | 1.4 |
|
| 5368 |
5368
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $186M | +$17.2M | +10% | 2.97% | 74.9% | 67 | 31.34% | 1.9 |
|
| 5369 |
CPC
5369
CFC Planning Company
Cicero,
Indiana
| $186M | +$15.3M | +9% | 4.47% | – | 80 | 27.5% | 1.2 |
|
| 5370 |
EIM
5370
Ervin Investment Management
Seattle,
Washington
| $186M | +$2.13M | +1% | 2.84% | 92.9% | 47 | 2.13% | 3.4 |
|
| 5371 |
5371
Granite FO LLC
Bedford,
New Hampshire
| $186M | -$2.88M | -2% | 0.91% | 112% | 172 | 0.58% | 2.4 |
|
| 5372 |
5372
Columbia River Financial Group
Vancouver,
Washington
| $186M | -$3K | -0% | 0.32% | – | 60 | 6.67% | 1.6 |
|
| 5373 |
CFA
5373
Collaborative Fund Advisors
Reno,
Nevada
| $186M | +$14.3M | +8% | 5.13% | – | 240 | 50.83% | 0.3 |
|
| 5374 |
5374
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $186M | +$16.7M | +10% | 13% | 114% | 14 | 0% | 4.4 |
|
| 5375 |
5375
Sage Advisory Services
Austin,
Texas
| $186M | -$17.6M | -9% | 0.57% | 37.8% | 47 | 12.77% | 3.7 |
|