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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, 6,120 funds (~68%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
FCM
5601
Fell Capital Management
Newport Beach,
California
| $116M | -$2.39M | -2% | 0.74% | – | 99 | 8.08% | 0.7 |
|
| 5602 |
5602
Shepherd Street Advisors
Larkspur,
California
| $116M | +$2.32M | +2% | 3.1% | – | 88 | 5.68% | 0.7 |
|
| 5603 |
5603
truNorth Financial Services
Chambersburg,
Pennsylvania
| $116M | +$4.55M | +4% | 1.21% | – | 63 | 11.11% | 0.6 |
|
| 5604 |
5604
Catherine Avery Investment Management
Longboat Key,
Florida
| $116M | -$113M | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 5605 |
5605
Retireful LLC
Haslett,
Michigan
| $116M | +$8.64M | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|
| 5606 |
5606
Cannae Holdings
Las Vegas,
Nevada
| $116M | -$17.6M | -13% | 13.1% | 88.5% | 2 | 0% | 2.6 |
|
| 5607 |
ACA
5607
Alpha Capital Advisors
Bangor,
Maine
| $116M | +$19.9K | +0% | 0.65% | – | 34 | 0% | 0.7 |
|
| 5608 |
PCC
5608
Park Circle Company
Baltimore,
Maryland
| $116M | -$1.34M | -1% | 1.12% | 75.7% | 54 | 3.7% | 5.4 |
|
| 5609 |
5609
MLP3 LLC
Linwood,
New Jersey
| $116M | +$13.1M | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 5610 |
5610
Advisory Advocates
Grand Rapids,
Michigan
| $116M | -$837K | -0.7% | 0.32% | – | 200 | 13% | 0.6 |
|
| 5611 |
RBDF
5611
Robert B. Daugherty Foundation
Omaha,
Nebraska
| $116M | -$28.7M | -20% | 19.8% | – | 1 | 0% | 0.8 |
|
| 5612 |
5612
Generations Wealth LLC
Mason,
Ohio
| $116M | +$10.4M | +10% | 0.01% | – | 44 | 25% | 0.5 |
|
| 5613 |
5613
Strategic Equity Management
Tucson,
Arizona
| $116M | -$182M | -61% | 0.87% | 74.9% | 67 | 46.27% | 2.4 |
|
| 5614 |
5614
Arrow Investment Advisors
Laurel,
Maryland
| $116M | +$12.2M | +12% | 1.06% | 38.1% | 84 | 17.86% | 0.9 |
|
| 5615 |
5615
21 West Wealth Management
Tustin,
California
| $115M | -$1.83M | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|
| 5616 |
5616
Aubrey Capital Management
Edinburgh,
United Kingdom
| $115M | -$44.4M | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 5617 |
5617
J. Team Financial
Abilene,
Texas
| $115M | +$12.2M | +12% | 2.85% | – | 114 | 25.44% | 0.7 |
|
| 5618 |
5618
Ebert Capital Management
Eureka,
California
| $115M | +$8.55M | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 5619 |
5619
Helium Advisors
Everett,
Washington
| $115M | -$5.34M | -4% | 3.21% | – | 110 | 10% | 1.3 |
|
| 5620 |
5620
Value Investment Professionals
New York
| $115M | -$3.99M | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 5621 |
5621
Gainline Financial Partners
Louisville,
Colorado
| $115M | +$7.71M | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 5622 |
5622
Members Capital Advisors Inc
Madison,
Wisconsin
| $115M | -$1.65M | -1% | 0.54% | – | 7 | 0% | 2.5 |
|
| 5623 |
5623
Vavra Capital Management
Collegeville,
Pennsylvania
| $115M | +$451K | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 5624 |
5624
MH & Associates Securities Management
Carlsbad,
California
| $115M | +$3.2M | +3% | 3.68% | – | 103 | 3.88% | 0.7 |
|
| 5625 |
KAM
5625
Kazazian Asset Management
Fort Lauderdale,
Florida
| $115M | +$3.34M | +3% | 0.26% | – | 66 | 34.85% | 1.8 |
|