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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
MIL
5826
MFG Investments, LLC
Medford,
New Jersey
| $92.8M | – | – | 0.65% | – | 79 | – | 0 |
|
| 5827 |
5827
VCU Investment Management
Richmond,
Virginia
| $92.8M | +$15.7M | +20% | 3.43% | – | 2 | 0% | 3.6 |
|
| 5828 |
5828
Demming Financial Services
Aurora,
Ohio
| $92.1M | -$65.2M | -41% | 0.02% | – | 43 | 11.63% | 0.6 |
|
| 5829 |
5829
CPWA LLC
Hood River,
Oregon
| $92M | +$5.89M | +7% | 2.8% | – | 101 | 13.86% | 0.5 |
|
| 5830 |
5830
Audent Global Asset Management
West Hollywood,
California
| $92M | +$2.42M | +3% | 5.37% | 129% | 49 | 14.29% | 3.3 |
|
| 5831 |
HCM
5831
Helios Capital Management
Singapore
| $91.9M | -$10.5M | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|
| 5832 |
5832
IDG China Venture Capital Fund V Associates
Hong Kong
| $91.7M | -$12.9M | -12% | 10.5% | 12.6% | 1 | 0% | 4.8 |
|
| 5833 |
5833
Viola Growth Management Fund 2
Tel Aviv,
| $90.7M | +$15.8M | +21% | 23.2% | – | 5 | 80% | 0.1 |
|
| 5834 |
5834
Encore Global Management
Houston,
Texas
| $90.7M | -$11.2M | -11% | 8.29% | – | 53 | 0% | 0.5 |
|
| 5835 |
S2L
5835
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $90.5M | -$18.5M | -17% | 1.33% | 86% | 31 | 58.06% | 0.3 |
|
| 5836 |
5836
Wiser Advisor Group
Phoenix,
Arizona
| $90.2M | -$1.09M | -1% | 1.53% | 80.4% | 242 | 7.44% | 1.2 |
|
| 5837 |
5837
UG Investment Advisers
Taipei,
Taiwan
| $90.2M | -$12.9M | -13% | 1.83% | 183% | 11 | 27.27% | 1.2 |
|
| 5838 |
5838
WestBridge Capital Management
Trianon,
Mauritius
| $90.1M | +$10.6M | +13% | 26.4% | 21.9% | 1 | 0% | 4.3 |
|
| 5839 |
5839
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $90.1M | -$168M | -65% | 2.26% | – | 307 | 87.95% | 0.2 |
|
| 5840 |
MA
5840
McGrath & Associates
Asheville,
North Carolina
| $89.8M | +$13.1M | +17% | 0.96% | – | 44 | 27.27% | 1.1 |
|
| 5841 |
5841
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $89.6M | +$16.3M | +22% | 1.97% | 96.9% | 404 | 20.54% | 1.7 |
|
| 5842 |
5842
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $89.6M | -$12.3M | -12% | 1.42% | 65.5% | 73 | 20.55% | 2.1 |
|
| 5843 |
5843
Eurizon Asset Management Hungary
Budapest,
| $89.5M | -$4.4M | -5% | 3.56% | – | 21 | 4.76% | 0.6 |
|
| 5844 |
5844
Alua Capital Management
New York
| $89.4M | -$13.3M | -13% | 23.8% | 46.7% | 1 | 0% | 3.8 |
|
| 5845 |
5845
Walleye Partners
Madison,
Wisconsin
| $89M | +$1.27M | +1% | 0.72% | – | 64 | 15.63% | 0.6 |
|
| 5846 |
5846
1888 Investments
Denver,
Colorado
| $88.4M | +$31.9M | +57% | 1.02% | 43.2% | 8 | 50% | 0.8 |
|
| 5847 |
GBA
5847
Garrison Bradford & Associates
New York
| $88.1M | -$4.07M | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|
| 5848 |
5848
John W. Brooker & Co
Oakland,
California
| $88M | +$5.19M | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|
| 5849 |
5849
Alan B. Lancz & Associates
Toledo,
Ohio
| $87.7M | -$27.2M | -24% | 4.97% | – | 143 | 33.57% | 3.3 |
|
| 5850 |
5850
Aflac Inc
Columbus,
Georgia
| $87.5M | -$5.12M | -6% | 5.37% | 13.4% | 4 | 0% | 3.2 |
|