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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
AP
5926
Arlington Partners
Birmingham,
Alabama
| $65.4M | +$10M | +18% | 1.31% | 46.4% | 64 | 95.31% | 1.3 |
|
| 5927 |
5927
Sullivan Wood Capital Management
Washington,
District of Columbia
| $65.2M | -$7.8M | -11% | 9.12% | – | 24 | 16.67% | 1 |
|
| 5928 |
5928
Fidelis Wealth Advisors
Castle Rock,
Colorado
| $64.8M | -$2M | -3% | 1.71% | – | 29 | 34.48% | 0.4 |
|
| 5929 |
5929
Clear Investment Research
Alpharetta,
Georgia
| $64.7M | +$513K | +0.8% | 0.93% | 53.7% | 61 | 6.56% | 5.9 |
|
| 5930 |
5930
Breachway Investments
Charlestown,
Rhode Island
| $64.7M | -$1.7M | -3% | 0.07% | – | 77 | 12.99% | 0.7 |
|
| 5931 |
5931
Northwestern University
Evanston,
Illinois
| $64.5M | +$1.15M | +2% | 0.34% | 28.2% | 5 | 20% | 2.9 |
|
| 5932 |
5932
Mercato Management Legacy
Cottonwood Heights,
Utah
| $62.7M | +$5.98M | +11% | 10.5% | – | 1 | 0% | 0.5 |
|
| 5933 |
5933
Stone Ridge Holdings Group
New York
| $61.2M | +$42.6M | +229% | 28.7% | – | 13 | 7.69% | 1.4 |
|
| 5934 |
5934
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $61.1M | -$214M | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|
| 5935 |
5935
Groesbeck Investment Management
Paramus,
New Jersey
| $60.4M | -$2.41M | -4% | 1.1% | 155% | 100 | 6% | 4.6 |
|
| 5936 |
5936
Green Court Capital Management
Hong Kong
| $60.3M | -$56.7M | -48% | 2.32% | 30% | 3 | 33.33% | 0.9 |
|
| 5937 |
5937
Impact Investors
San Francisco,
California
| $60.3M | -$76.4M | -56% | 1.09% | – | 94 | 56.38% | 1.3 |
|
| 5938 |
5938
TSG Consumer Partners
Larkspur,
California
| $60.3M | -$53.7M | -47% | 46.3% | 12.3% | 1 | 0% | 4.8 |
|
| 5939 |
5939
Charles Schwab Trust Bank
Henderson,
Nevada
| $60.2M | -$2.09M | -3% | 2.59% | – | 1 | 0% | 2.5 |
|
| 5940 |
5940
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $59.9M | -$2.24M | -4% | 3.54% | 38.4% | 4 | 0% | 1.1 |
|
| 5941 |
5941
Versor Investments
New York
| $59.8M | +$12.3M | +26% | 11.9% | 240% | 46 | 65.22% | 0.2 |
|
| 5942 |
HB
5942
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $59.7M | -$23.3M | -28% | 11.9% | 169% | 5 | 40% | 2 |
|
| 5943 |
5943
Medici Capital
Newport Beach,
California
| $59.6M | +$8.58M | +17% | 14.6% | 155% | 7 | 14.29% | 1.9 |
|
| 5944 |
5944
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| $59.3M | -$210M | -78% | 4.39% | – | 6 | 50% | 0.8 |
|
| 5945 |
DT
5945
DBA Trading
Fort Lauderdale,
Florida
| $59.3M | -$140M | -70% | 2.48% | – | 51 | 66.67% | 0.4 |
|
| 5946 |
SWGLO
5946
Summit Wealth Group, LLC/OK
Tulsa,
Oklahoma
| $59M | -$18M | -23% | 3% | – | 63 | 17.46% | 0.7 |
|
| 5947 |
5947
Lexington Partners
New York
| $58.9M | -$75M | -56% | 27.6% | 24.5% | 3 | 33.33% | 2 |
|
| 5948 |
5948
Praxis Capital Management
Chicago,
Illinois
| $58.9M | -$4.24M | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 5949 |
5949
QVIDTVM Management
The Woodlands,
Texas
| $57.8M | -$18.8M | -25% | 1.91% | 27.1% | 16 | 25% | 1.1 |
|
| 5950 |
PFA
5950
Portland Financial Advisors
Port Washington,
New York
| $57.5M | +$2.72M | +5% | 0.08% | – | 95 | 9.47% | 1.3 |
|