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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Barnett & Company
Chattanooga,
Tennessee
| $133M | -$2.39M | -2% | 6.07% | 77% | 92 | 23.91% | 4.1 |
|
| 6252 |
SIM
6252
Summitas Investment Management
Mckinney,
Texas
| $133M | -$1.89M | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 6253 |
CIS
6253
Continental Investors Services
Longview,
Washington
| $133M | +$5.03M | +4% | 0.13% | 81.1% | 88 | 17.05% | 2.7 |
|
| 6254 |
6254
SBI Holdings USA
Santa Clara,
California
| $133M | +$31.5M | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 6255 |
6255
Ruggiero Investments
West Palm Beach,
Florida
| $133M | +$13.8M | +12% | 4.99% | – | 101 | 22.77% | 0.5 |
|
| 6256 |
6256
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| $132M | -$2.27M | -2% | 1.01% | – | 125 | 16% | 1.2 |
|
| 6257 |
6257
RM Financial Services
Falmouth,
Maine
| $132M | -$2.09M | -2% | 0.91% | – | 81 | 6.17% | 0.7 |
|
| 6258 |
6258
LWM Advisors
El Dorado Hills,
California
| $132M | -$1.63M | -1% | 0.87% | – | 40 | 20% | 1.2 |
|
| 6259 |
6259
Pacific Capital Partners
London,
| $132M | +$16.9M | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 6260 |
6260
Tannin Capital
Charlotte,
North Carolina
| $132M | -$19.7M | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 6261 |
6261
E6 Portfolios
Midvale,
Utah
| $132M | +$7.24M | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 6262 |
KCM
6262
Kalehua Capital Management
Dallas,
Texas
| $132M | -$41.6M | -24% | 4.4% | – | 31 | 45.16% | 0.4 |
|
| 6263 |
6263
James Reed Financial Services
Cleveland,
Ohio
| $132M | +$1.36M | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 6264 |
6264
Summerhill Capital Management
Toronto,
Ontario, Canada
| $132M | +$7.05M | +6% | 1.07% | – | 18 | 5.56% | 2 |
|
| 6265 |
6265
Kitching Partners
Conshohocken,
Pennsylvania
| $132M | +$15.9M | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 6266 |
6266
Global Strategic Management
San Juan,
Puerto Rico
| $132M | +$2.6M | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|
| 6267 |
6267
Scheeler Financial
West Chester,
Ohio
| $132M | – | – | 1.87% | – | 78 | – | 0 |
|
| 6268 |
SCC
6268
Seal Cove Capital
Palo Alto,
California
| $132M | +$1.65M | +1% | 2.2% | – | 11 | 18.18% | 0.6 |
|
| 6269 |
6269
Veratis Advisors
Cary,
North Carolina
| $132M | -$9.2M | -7% | 0.77% | – | 90 | 13.33% | 0.7 |
|
| 6270 |
6270
Alliance Wealth Strategies
Lynchburg,
Virginia
| $132M | +$4.77M | +4% | 0.73% | – | 67 | 2.99% | 0.7 |
|
| 6271 |
6271
Journey Beyond Wealth
Roswell,
Georgia
| $132M | +$3.92M | +3% | 0.07% | – | 35 | 20% | 1.3 |
|
| 6272 |
6272
NewCorp Financial Services
Alpharetta,
Georgia
| $132M | +$1.33M | +1% | 0.7% | – | 59 | 16.95% | 0.6 |
|
| 6273 |
6273
CDKV Holdings
Denver,
Colorado
| $132M | +$3.99M | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 6274 |
6274
Paragon Capital Management (Utah)
Provo,
Utah
| $132M | -$3.06M | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 6275 |
6275
Buckley Capital Advisors
Miami Beach,
Florida
| $132M | -$29.5M | -18% | 20.8% | – | 20 | 45% | 0.4 |
|