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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, 6,148 funds (~69%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Strategic Wealth Advisors
Scottsdale,
Arizona
| $134M | +$16.9M | +14% | 0.65% | – | 260 | 80.38% | 0.8 |
|
| 5377 |
5377
Kraematon Investment Advisors
Braintree,
Massachusetts
| $134M | -$422K | -0.3% | 0.58% | 89.8% | 109 | 6.42% | 2.8 |
|
| 5378 |
5378
Waystone Advisors
Redmond,
Washington
| $134M | -$451K | -0.3% | 2.91% | – | 110 | 0% | 0.6 |
|
| 5379 |
5379
RD Lewis Holdings
Maitland,
Florida
| $134M | -$1.64M | -1% | 1.07% | – | 90 | 4.44% | 1.5 |
|
| 5380 |
5380
Epacria Capital Partners
Boulder,
Colorado
| $134M | +$3.98M | +3% | 0.86% | 86.1% | 25 | 4% | 3.1 |
|
| 5381 |
5381
Harbor Asset Planning
Belmont,
Massachusetts
| $133M | +$295K | +0.2% | 0.18% | – | 423 | 3.55% | 1.2 |
|
| 5382 |
5382
Clearview Wealth Management
Irvine,
California
| $133M | -$22.2M | -14% | 1.42% | – | 66 | 13.64% | 0.5 |
|
| 5383 |
5383
Eagle Harbor Asset Management
Seattle,
Washington
| $133M | +$5.98M | +5% | 1.02% | 76.2% | 158 | 25.32% | 2.7 |
|
| 5384 |
5384
Point Break Capital Management
Miami,
Florida
| $133M | +$41.4M | +45% | 8.88% | – | 27 | 40.74% | 0.8 |
|
| 5385 |
5385
Yorkville Advisors Global
Mountainside,
New Jersey
| $133M | +$46.8M | +54% | 5.16% | – | 53 | 50.94% | 0.3 |
|
| 5386 |
5386
Axos Invest
Las Vegas,
Nevada
| $133M | -$3.68M | -3% | 0.19% | – | 22 | 13.64% | 1.5 |
|
| 5387 |
5387
Barnett & Company
Chattanooga,
Tennessee
| $133M | -$2.39M | -2% | 6.07% | 77% | 92 | 23.91% | 4.1 |
|
| 5388 |
SIM
5388
Summitas Investment Management
Mckinney,
Texas
| $133M | -$1.89M | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 5389 |
5389
SBI Holdings USA
Santa Clara,
California
| $133M | +$31.5M | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 5390 |
5390
Ruggiero Investments
West Palm Beach,
Florida
| $133M | +$13.8M | +12% | 4.99% | – | 101 | 22.77% | 0.5 |
|
| 5391 |
5391
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $132M | -$2.27M | -2% | 1.01% | – | 125 | 16% | 1.2 |
|
| 5392 |
5392
RM Financial Services
Falmouth,
Maine
| $132M | -$2.09M | -2% | 0.91% | – | 81 | 6.17% | 0.7 |
|
| 5393 |
5393
LWM Advisors
El Dorado Hills,
California
| $132M | -$1.63M | -1% | 0.87% | – | 40 | 20% | 1.2 |
|
| 5394 |
5394
Pacific Capital Partners
London,
| $132M | +$16.9M | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 5395 |
5395
Tannin Capital
Charlotte,
North Carolina
| $132M | -$19.7M | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 5396 |
5396
E6 Portfolios
Midvale,
Utah
| $132M | +$7.24M | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 5397 |
5397
James Reed Financial Services
Cleveland,
Ohio
| $132M | +$1.36M | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 5398 |
5398
Summerhill Capital Management
Toronto,
Ontario, Canada
| $132M | +$7.05M | +6% | 1.07% | – | 18 | 5.56% | 2 |
|
| 5399 |
5399
Kitching Partners
Conshohocken,
Pennsylvania
| $132M | +$15.9M | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 5400 |
5400
Global Strategic Management
San Juan,
Puerto Rico
| $132M | +$2.6M | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|