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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
AIS
5851
Altium Investment Strategies
Wesley Chapel,
Florida
| $87.4M | +$18M | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 5852 |
5852
Vermillion Wealth Management
Rosemount,
Minnesota
| $87.4M | -$339M | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 5853 |
5853
Courant Investment Management
Franklin,
Tennessee
| $87.2M | -$15.8M | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 5854 |
5854
Elite Life Management
Sarasota,
Florida
| $86.8M | +$1.33M | +2% | 2.28% | 91.6% | 64 | 15.63% | 1.5 |
|
| 5855 |
5855
Pictet Bank & Trust
Nassau,
Bahamas
| $85.5M | -$7.81M | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 5856 |
OWM
5856
Omnitrust Wealth Management
Jacksonville,
Florida
| $85.4M | – | – | 1.66% | – | 64 | – | 0.9 |
|
| 5857 |
5857
Broyhill Asset Management
Charlotte,
North Carolina
| $85.2M | -$27.2M | -24% | 2.53% | – | 77 | 25.97% | 1.4 |
|
| 5858 |
5858
Teachers Insurance & Annuity Association of America
New York
| $85.2M | -$5.45M | -6% | 3.25% | – | 83 | 14.46% | 1.7 |
|
| 5859 |
YIM
5859
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $84.9M | -$2.47M | -3% | 1.6% | – | 116 | 4.31% | 1.6 |
|
| 5860 |
5860
Divco West Real Estate Services
San Francisco,
California
| $84.6M | -$9.43M | -10% | 9.93% | 2.32% | 4 | 0% | 3.8 |
|
| 5861 |
ACM
5861
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $84.3M | -$150M | -64% | 20.2% | 2,106% | 25 | 96% | 0 |
|
| 5862 |
5862
WMS Group
Folsom,
Louisiana
| $84.2M | +$6.71M | +9% | 1.97% | – | 61 | 8.2% | 0.6 |
|
| 5863 |
5863
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $84.1M | -$33.8M | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 5864 |
5864
Centennial Advisors
Austin,
Texas
| $83.7M | -$139K | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 5865 |
5865
FinDec Wealth Services
Stockton,
California
| $83.5M | -$1.1M | -1% | 0.19% | 52.7% | 33 | 12.12% | 3.1 |
|
| 5866 |
HCVG
5866
H Capital V GP
Grand Cayman,
Cayman Islands
| $83.4M | +$11.5M | +16% | 16% | – | 1 | 0% | 4.8 |
|
| 5867 |
BCM
5867
Beaumont Capital Management
Boston,
Massachusetts
| $83.4M | -$3.04M | -4% | 0.02% | 49.6% | 45 | 48.89% | 1.1 |
|
| 5868 |
5868
Solutions 4 Wealth
Southlake,
Texas
| $83.3M | +$5.78M | +7% | 0.03% | 54.9% | 63 | 14.29% | 1.9 |
|
| 5869 |
5869
Financially Speaking
Greenwood Village,
Colorado
| $83.2M | +$62.6M | +304% | 3.24% | – | 130 | 30% | 1 |
|
| 5870 |
5870
Pensionfund Sabic
Sittard,
Netherlands
| $82.9M | -$10.6M | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 5871 |
5871
AlpInvest Partners
Amsterdam,
Netherlands
| $82.8M | +$22.8M | +38% | 10.8% | 178% | 18 | 27.78% | 1.4 |
|
| 5872 |
5872
Security Benefit Life Insurance Company
Topeka,
Kansas
| $82.3M | -$99.2M | -55% | 9.91% | 61.7% | 22 | 18.18% | 3.2 |
|
| 5873 |
5873
H&F Corporate Investors VIII
San Francisco,
California
| $82.3M | -$50.3M | -38% | 37.9% | 48.3% | 1 | 0% | 5.8 |
|
| 5874 |
WPA
5874
WIT Partners Advisory
Singapore
| $82.3M | -$131M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 5875 |
5875
ProCore Advisors
Newport Beach,
California
| $82.2M | +$1.44M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|