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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $169M | +$5.99M | +4% | 0.35% | 60.5% | 322 | 12.73% | 1.7 |
|
| 5627 |
5627
Rare Wolf Capital
Bellevue,
Washington
| $169M | +$13.5M | +9% | 10.4% | – | 127 | 13.39% | 0.7 |
|
| 5628 |
5628
Natixis Investment Managers
Boston,
Massachusetts
| $169M | -$4.08M | -2% | 2.25% | – | 4 | 0% | 0.5 |
|
| 5629 |
5629
Community Bank of Raymore
Raymore,
Missouri
| $169M | -$624K | -0.4% | 3.41% | 91.9% | 79 | 11.39% | 6.4 |
|
| 5630 |
5630
Williams & Novak
Westlake Village,
California
| $169M | +$17.8M | +12% | 1.18% | 61.6% | 163 | 19.02% | 1.6 |
|
| 5631 |
5631
Planning Strategies
Lancaster,
Pennsylvania
| $169M | +$8.58M | +5% | 1.24% | – | 1,198 | 14.11% | 0.2 |
|
| 5632 |
5632
Pacific Park Financial
Lagina Hills,
California
| $169M | -$3.41M | -2% | 0.48% | – | 82 | 7.32% | 0.7 |
|
| 5633 |
5633
bLong Financial
Memphis,
Tennessee
| $169M | +$15.3M | +10% | 8.75% | – | 86 | 11.63% | 1.4 |
|
| 5634 |
AI
5634
Axecap Investments
Mason,
Ohio
| $169M | -$12.1M | -7% | 0.41% | – | 87 | 27.59% | 0.8 |
|
| 5635 |
3WPFI
5635
365 WMG Private Fund I
Mason,
Ohio
| $169M | – | – | 0.41% | – | 77 | – | 0 |
|
| 5636 |
5636
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| $169M | +$7.14M | +4% | 5.29% | – | 157 | 7.64% | 1.4 |
|
| 5637 |
5637
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| $169M | +$2.08M | +1% | 2.3% | – | 63 | 3.17% | 1.4 |
|
| 5638 |
MWS
5638
MFA Wealth Services
Thousand Oaks,
California
| $169M | +$1.06M | +0.6% | 0.03% | – | 136 | 3.68% | 1.4 |
|
| 5639 |
5639
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| $168M | +$4.69M | +3% | 2.58% | – | 134 | 14.93% | 0.6 |
|
| 5640 |
5640
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $168M | -$62.9M | -27% | 27.2% | – | 1 | 0% | 1.5 |
|
| 5641 |
5641
Azarias Capital Management
Berwyn,
Pennsylvania
| $168M | -$61.4M | -27% | 2.53% | 58.2% | 24 | 8.33% | 2.8 |
|
| 5642 |
5642
VERITY Wealth Advisors
Sausalito,
United States
| $168M | +$2.72M | +2% | 1.29% | 68.4% | 82 | 2.44% | 4.9 |
|
| 5643 |
5643
Concorde Asset Management
Ann Arbor,
Michigan
| $168M | -$4.66M | -3% | 0.88% | – | 163 | 18.4% | 2.6 |
|
| 5644 |
5644
Vann Equity Management
Plano,
Texas
| $168M | +$3.5M | +2% | 5.18% | – | 189 | 19.05% | 0.4 |
|
| 5645 |
5645
Pincus Capital Management
New York
| $168M | +$402K | +0.2% | 3.02% | – | 53 | 5.66% | 0.7 |
|
| 5646 |
CSI
5646
Cross Staff Investments
Pittsford,
New York
| $168M | -$9.5M | -5% | 1.32% | 80.3% | 136 | 6.62% | 3.7 |
|
| 5647 |
5647
PMG Wealth Management
Hawthorn Woods,
Illinois
| $168M | +$6.36M | +4% | 0.26% | – | 64 | 7.81% | 1.4 |
|
| 5648 |
5648
Gordian Advisors
Tucson,
Arizona
| $168M | -$2.15M | -1% | 0.16% | 55.4% | 65 | 7.69% | 1.7 |
|
| 5649 |
5649
Custos Family Office
Austin,
Texas
| $168M | +$955K | +0.6% | 1.48% | 66.2% | 72 | 13.89% | 2.3 |
|
| 5650 |
5650
RiverTree Advisors
Winter Park,
Florida
| $168M | -$1.48M | -0.9% | 1.01% | 25.4% | 84 | 30.95% | 1.7 |
|