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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Stirlingshire Investments
New York
| $142M | +$6.96M | +5% | 0.09% | – | 266 | 33.08% | 0.5 |
|
| 6102 |
6102
NorthAvenue LLC
Columbus,
Ohio
| $142M | +$2.2M | +2% | 0.72% | – | 316 | 14.87% | 0.7 |
|
| 6103 |
RIP
6103
Reliant Investment Partners
Pinehurst,
North Carolina
| $142M | -$5.2M | -4% | 3.32% | – | 132 | 17.42% | 1.3 |
|
| 6104 |
PM
6104
Parametrica Management
Wanchai,
Hong Kong
| $142M | +$14.2M | +11% | 2.07% | 543% | 35 | 60% | 1 |
|
| 6105 |
WA
6105
Wilmar Advisors
Juno Beach,
Florida
| $142M | +$3.66M | +3% | 5.06% | – | 25 | 20% | 1.4 |
|
| 6106 |
6106
Forest Hill Capital
Little Rock,
Arkansas
| $142M | +$11.7M | +9% | 9.71% | 132% | 24 | 25% | 4.1 |
|
| 6107 |
6107
Richwood Investment Advisors
Cincinnati,
Ohio
| $142M | -$562K | -0.4% | 0.6% | 71.9% | 112 | 8.93% | 3.8 |
|
| 6108 |
6108
Phillips Wealth Planners
Starkville,
Mississippi
| $142M | +$5.79M | +4% | 1.69% | 90.6% | 233 | 16.74% | 2.1 |
|
| 6109 |
6109
PCG Asset Management
Gladstone,
New Jersey
| $142M | +$2.02M | +1% | 2.03% | – | 147 | 70.75% | 0.6 |
|
| 6110 |
RHDIC
6110
R.H. Dinel Investment Counsel
Los Angeles,
California
| $142M | +$11.3M | +9% | 14.6% | 55.9% | 40 | 2.5% | 10.7 |
|
| 6111 |
6111
LifePlan Financial
Mankato,
Minnesota
| $141M | -$1.51M | -1% | 2.3% | 69.9% | 95 | 10.53% | 1.9 |
|
| 6112 |
MCM
6112
Magnolia Capital Management
Cold Spring,
New York
| $141M | -$3.67M | -3% | 1.26% | 85.9% | 75 | 5.33% | 4.7 |
|
| 6113 |
6113
Rhodes Investment Advisors
Fort Worth,
Texas
| $141M | +$5.11M | +4% | 4% | – | 141 | 21.99% | 0.6 |
|
| 6114 |
6114
Western Reserve Capital Management
Hudson,
Ohio
| $141M | +$6.09M | +5% | 1.32% | – | 54 | 1.85% | 0.7 |
|
| 6115 |
6115
Tortuga Wealth Management
Torrance,
California
| $141M | +$9.01M | +7% | 5.36% | – | 146 | 10.96% | 0.6 |
|
| 6116 |
6116
Sherman Wealth Management
Gaithersburg,
Maryland
| $141M | +$7.94M | +6% | 1.02% | – | 88 | 9.09% | 0.7 |
|
| 6117 |
6117
Broadwater Capital
Boston,
Massachusetts
| $141M | +$2.84M | +2% | 5.16% | 82% | 210 | 2.86% | 2.6 |
|
| 6118 |
6118
Daytona Street Capital
Saint Louis,
Missouri
| $141M | +$3.61M | +3% | 0.22% | – | 319 | 21.63% | 0.6 |
|
| 6119 |
6119
HBE Wealth Management
Lincoln,
Nebraska
| $141M | +$1.3M | +0.9% | 0.08% | – | 61 | 13.11% | 0.7 |
|
| 6120 |
6120
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| $140M | +$844K | +0.6% | 3.13% | – | 104 | 6.73% | 0.7 |
|
| 6121 |
6121
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $140M | -$9.26M | -6% | 2.82% | – | 30 | 20% | 2 |
|
| 6122 |
6122
WealthPoint Financial
Cramerton,
North Carolina
| $140M | +$3.06M | +2% | 0.63% | – | 133 | 10.53% | 0.7 |
|
| 6123 |
BPH
6123
Boundless Plain Holdings
Hong Kong,
| $140M | -$291M | -68% | 3.26% | – | 11 | 54.55% | 0.8 |
|
| 6124 |
JDCAI
6124
Johnson Dunn Capital Advisors Inc
Palm Harbor,
Florida
| $140M | – | – | 6.17% | – | 156 | – | 0 |
|
| 6125 |
6125
Saber Capital Management
Fuquay Varina,
North Carolina
| $140M | -$6.87M | -5% | 2.29% | – | 46 | 26.09% | 1.2 |
|