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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Chapman Investment Management
San Anselmo,
California
| $126M | +$4.92M | +4% | 7.09% | 57.3% | 57 | 100% | 0 |
|
| 5502 |
5502
Baer Investment Advisory
Corte Madera,
California
| $126M | +$6.52M | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 5503 |
5503
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $126M | -$24.3M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 5504 |
5504
Fulcrum Equity Management
Plano,
Texas
| $126M | -$10.5M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 5505 |
5505
CenturyLink Investment Management
Denver,
Colorado
| $126M | -$3.22M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 5506 |
5506
KDK Private Wealth Management
Houston,
Texas
| $126M | +$5.06M | +4% | 4.44% | – | 58 | 1.72% | 1.6 |
|
| 5507 |
5507
Kennebec Savings Bank
Augusta,
Maine
| $126M | +$976K | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 5508 |
5508
Barington Capital Group
New York
| $126M | -$16.7M | -12% | 10.7% | 62.7% | 10 | 20% | 2.3 |
|
| 5509 |
5509
Kelsey Financial
Moorpark,
California
| $125M | -$6.42M | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 5510 |
5510
Life Planning Partners
Jacksonville,
Florida
| $125M | -$9.29M | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 5511 |
5511
Kane Co Wealth Management
Johnston,
Iowa
| $125M | -$6.58M | -5% | 1.25% | – | 57 | 12.28% | 0.7 |
|
| 5512 |
5512
Mann Financial Group
Detroit Lakes,
Minnesota
| $125M | +$5.67M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 5513 |
5513
J.M. Arbour
Gardiner,
Maine
| $125M | +$8.96M | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 5514 |
5514
Boyer Financial Services
Newport Beach,
California
| $125M | +$6.51M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 5515 |
5515
Signet Private Wealth
Chicago,
Illinois
| $125M | -$496K | -0.4% | 1.73% | – | 146 | 25.34% | 0.5 |
|
| 5516 |
5516
Alexander Randolph Advisory
Mclean,
Virginia
| $125M | +$3.47M | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 5517 |
5517
Connecticut Capital Management Group
Milford,
Connecticut
| $125M | +$717K | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 5518 |
5518
Powerhouse Assets
Lincoln,
Massachusetts
| $125M | +$1.92M | +2% | 0.71% | – | 57 | 5.26% | 0.7 |
|
| 5519 |
5519
Godfrey Financial Associates
Glenmont,
New York
| $125M | -$6.1M | -5% | 0.84% | – | 1,129 | 9.74% | 0.7 |
|
| 5520 |
5520
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $125M | +$5.34M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 5521 |
TY
5521
Titiun Yejiel
| $124M | +$9.13M | +8% | 9.66% | – | 48 | 27.08% | 0.6 |
|
| 5522 |
5522
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| $124M | +$1.71M | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 5523 |
5523
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $124M | -$4.39M | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 5524 |
5524
First Growth Capital
Pikesville,
Maryland
| $124M | -$7.72M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 5525 |
5525
Infinity Wealth Counsel
Loveland,
Ohio
| $124M | +$256K | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|