We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Zenith Solutions
Philadelphia,
Pennsylvania
| $112M | +$1.98M | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 5677 |
5677
Vericrest Private Wealth
Newtown,
Pennsylvania
| $112M | -$195K | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 5678 |
5678
Fortune Financial Group
Naples,
Florida
| $112M | -$15.6M | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 5679 |
5679
Haven Global Partners
Atlanta,
Georgia
| $112M | -$18.3M | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 5680 |
5680
Teza Capital Management
Chicago,
Illinois
| $112M | +$60.2M | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 5681 |
5681
Banta Asset Management
Newport Beach,
California
| $112M | -$117K | -0.1% | 1.3% | – | 21 | 19.05% | 4.8 |
|
| 5682 |
5682
Plus Group Wealth Advisors
Belgium,
Wisconsin
| $112M | +$5.48M | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|
| 5683 |
5683
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $112M | -$874K | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 5684 |
5684
Urban Wealth Management
El Segundo,
California
| $112M | -$3.09M | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 5685 |
5685
Objective Capital Management
Pepper Pike,
Ohio
| $112M | -$1.06M | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 5686 |
5686
Expressive Wealth
Chicago,
Illinois
| $111M | +$5.5M | +5% | 3.29% | – | 155 | 23.23% | 0.5 |
|
| 5687 |
5687
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| $111M | +$2M | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 5688 |
BJB
5688
Broadhurst Jeffrey B
| $111M | +$64.2M | +137% | 1.03% | – | 47 | 51.06% | 0.3 |
|
| 5689 |
5689
Atlas Venture Advisors
Boston,
Massachusetts
| $111M | -$32.3M | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 5690 |
5690
Thayer Financial
Hickory,
North Carolina
| $111M | +$1.04M | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|
| 5691 |
YC
5691
Yunqi Capital
Hong Kong
| $111M | -$14M | -11% | 11.1% | 65.3% | 4 | 25% | 2.4 |
|
| 5692 |
5692
Lane Generational
Dover,
Massachusetts
| $111M | -$3.13M | -3% | 7.65% | 172% | 47 | 12.77% | 2 |
|
| 5693 |
5693
Intentional Wealth Strategies
Colorado Springs,
Colorado
| $111M | +$4.09M | +4% | 0.89% | – | 77 | 23.38% | 0.4 |
|
| 5694 |
5694
Brickwood Asset Management
London,
United Kingdom
| $111M | -$28.5M | -20% | 5.97% | – | 11 | 9.09% | 0.8 |
|
| 5695 |
5695
Merrithew & Thorsten Inc
San Diego,
California
| $111M | -$6.78M | -6% | 0.07% | – | 108 | 82.41% | 0.7 |
|
| 5696 |
5696
Hallstatt Advisors
New York
| $111M | -$31.3M | -22% | 9.58% | – | 16 | 37.5% | 0.5 |
|
| 5697 |
5697
Layline Advisors
Rochester,
New York
| $111M | -$942K | -0.8% | 0.05% | – | 80 | 8.75% | 0.4 |
|
| 5698 |
5698
RCW Management
Jacksonville,
Florida
| $111M | -$1.03M | -0.9% | 0.47% | – | 68 | 1.47% | 0.7 |
|
| 5699 |
5699
IronOak Wealth
Cedar Park,
Texas
| $110M | – | – | 2.81% | – | 59 | – | 0.8 |
|
| 5700 |
5700
Chicago Capital Management
Chicago,
Illinois
| $110M | -$1.87M | -2% | 7.44% | 270% | 37 | 48.65% | 0.5 |
|