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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Advocate Investing Services
Woodbine,
Maryland
| $128M | -$2.28M | -2% | 1.27% | – | 472 | 7.42% | 0.7 |
|
| 5477 |
TLC
5477
True Light Capital
Singapore,
| $127M | -$24.4M | -16% | 1.44% | – | 8 | 0% | 0.8 |
|
| 5478 |
GH
5478
GLP Holdings
Cumming,
Georgia
| $127M | +$15.9M | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 5479 |
5479
Ridge Creek Global
Strongsville,
Ohio
| $127M | -$1.42M | -1% | 1.66% | – | 96 | 7.29% | 0.7 |
|
| 5480 |
5480
Putney Financial Group
San Rafael,
California
| $127M | +$16M | +14% | 7.72% | – | 299 | 73.91% | 0.4 |
|
| 5481 |
5481
McLaughlin Asset Management
Danville,
Illinois
| $127M | -$18.2M | -13% | 0.29% | – | 100 | 10% | 0.7 |
|
| 5482 |
5482
Investment Management Corporation
Roanoke,
Virginia
| $127M | +$7.18M | +6% | 0.77% | – | 60 | 18.33% | 1.2 |
|
| 5483 |
5483
Graetz Wealth
Jenison,
Michigan
| $127M | +$1.44M | +1% | 0.53% | – | 90 | 13.33% | 0.6 |
|
| 5484 |
5484
Topor & Co Korea
Seoul,
| $127M | -$76.7K | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 5485 |
5485
Burnham & Co
Grand Rapids,
Michigan
| $127M | +$2.71M | +2% | 1.92% | – | 222 | 14.86% | 0.4 |
|
| 5486 |
5486
Garda Capital Partners
Wayzata,
Minnesota
| $127M | -$159M | -56% | 31.2% | 34.1% | 15 | 86.67% | 0.1 |
|
| 5487 |
5487
Dougherty & Associates
Spring Hill,
Florida
| $127M | +$1.69M | +1% | 2.12% | – | 52 | 5.77% | 0.8 |
|
| 5488 |
5488
Medicxi Ventures Management
St. Helier,
Jersey
| $127M | -$50.8M | -29% | 27.7% | 369% | 3 | 0% | 5.1 |
|
| 5489 |
5489
Andrew Hill Investment Advisors
Naples,
Florida
| $127M | -$8.17M | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 5490 |
5490
Mission Financial Group
Las Vegas,
Nevada
| $127M | +$6.01M | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 5491 |
5491
Kassira Wealth Management
Knoxville,
Tennessee
| $127M | +$1.83M | +1% | 0.55% | – | 69 | 13.04% | 0.8 |
|
| 5492 |
5492
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $126M | +$6.82M | +6% | 10.5% | 206% | 223 | 7.17% | 3.9 |
|
| 5493 |
5493
John Boyer Inc
Tampa,
Florida
| $126M | +$11.1M | +10% | 0.38% | – | 227 | 82.82% | 0.2 |
|
| 5494 |
AA
5494
AF Advisors
Sacramento,
California
| $126M | -$77.2M | -38% | 30.3% | 14.8% | 33 | 15.15% | 2.8 |
|
| 5495 |
5495
High Point Wealth Management
Chester,
New Jersey
| $126M | +$4.14M | +3% | 1.8% | – | 304 | 18.75% | 0.6 |
|
| 5496 |
5496
MeadowBrook Investment Advisors
Livonia,
Michigan
| $126M | +$125K | +0.1% | 2.25% | 81.5% | 201 | 5.97% | 2.2 |
|
| 5497 |
5497
Chesapeake Capital Corp
Tampa,
Florida
| $126M | -$64M | -34% | 4.23% | – | 199 | 94.47% | 0.2 |
|
| 5498 |
5498
Stegent Equity Advisors
Houston,
Texas
| $126M | -$13.3M | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 5499 |
5499
JMN Financial
New Albany,
Ohio
| $126M | -$2.39M | -2% | 2.69% | – | 262 | 32.44% | 0.5 |
|
| 5500 |
5500
TenCore Partners
New York
| $126M | -$2.23M | -2% | 16.5% | 78.4% | 16 | 12.5% | 3.4 |
|