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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, 6,706 funds (~75%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Fidelis Wealth Advisors
Castle Rock,
Colorado
| $64.8M | -$2M | -3% | 1.71% | – | 29 | 34.48% | 0.4 |
|
| 6452 |
6452
Clear Investment Research
Alpharetta,
Georgia
| $64.7M | +$513K | +0.8% | 0.93% | 53.7% | 61 | 6.56% | 5.9 |
|
| 6453 |
6453
Breachway Investments
Charlestown,
Rhode Island
| $64.7M | -$1.7M | -3% | 0.07% | – | 77 | 12.99% | 0.7 |
|
| 6454 |
6454
Northwestern University
Evanston,
Illinois
| $64.5M | +$1.15M | +2% | 0.34% | 28.2% | 5 | 20% | 2.9 |
|
| 6455 |
WEO
6455
William E. Oberndorf
| $64.1M | +$9.07M | +16% | 11.7% | 57.6% | 10 | 30% | 1.1 |
|
| 6456 |
6456
Spark Investment Management
New York
| $63M | +$11.7M | +23% | 4.39% | 461% | 156 | 69.87% | 0.4 |
|
| 6457 |
6457
Mercato Management Legacy
Cottonwood Heights,
Utah
| $62.7M | +$5.98M | +11% | 10.5% | – | 1 | 0% | 0.5 |
|
| 6458 |
OM
6458
OV Management
Minneapolis,
Minnesota
| $62.3M | +$8.8M | +16% | 3.63% | 44.8% | 37 | 29.73% | 1.7 |
|
| 6459 |
6459
FLP Wealth Management
Bentonville,
Arkansas
| $62M | +$5.74M | +10% | 1.84% | – | 75 | 26.67% | 0.9 |
|
| 6460 |
6460
Stone Ridge Holdings Group
New York
| $61.2M | +$42.6M | +229% | 28.7% | – | 13 | 7.69% | 1.4 |
|
| 6461 |
6461
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $61.1M | -$214M | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|
| 6462 |
6462
Groesbeck Investment Management
Paramus,
New Jersey
| $60.4M | -$2.41M | -4% | 1.1% | 155% | 100 | 6% | 4.6 |
|
| 6463 |
6463
Green Court Capital Management
Hong Kong
| $60.3M | -$56.7M | -48% | 2.32% | 30% | 3 | 33.33% | 0.9 |
|
| 6464 |
6464
Impact Investors
San Francisco,
California
| $60.3M | -$76.4M | -56% | 1.09% | – | 94 | 56.38% | 1.3 |
|
| 6465 |
6465
TSG Consumer Partners
Larkspur,
California
| $60.3M | -$53.7M | -47% | 46.3% | 12.3% | 1 | 0% | 4.8 |
|
| 6466 |
6466
Charles Schwab Trust Bank
Henderson,
Nevada
| $60.2M | -$2.09M | -3% | 2.59% | – | 1 | 0% | 2.5 |
|
| 6467 |
SCMC
6467
Stillwater Capital Management, Corp
Carmel-By-The-Sea,
California
| $60.1M | – | – | 1.03% | – | 40 | – | 0 |
|
| 6468 |
6468
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $59.9M | -$2.24M | -4% | 3.54% | 38.4% | 4 | 0% | 1.1 |
|
| 6469 |
6469
Versor Investments
New York
| $59.8M | +$12.3M | +26% | 11.9% | 240% | 46 | 65.22% | 0.2 |
|
| 6470 |
HB
6470
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $59.7M | -$23.3M | -28% | 11.9% | 169% | 5 | 40% | 2 |
|
| 6471 |
6471
Medici Capital
Newport Beach,
California
| $59.6M | +$8.58M | +17% | 14.6% | 155% | 7 | 14.29% | 1.9 |
|
| 6472 |
6472
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| $59.3M | -$210M | -78% | 4.39% | – | 6 | 50% | 0.8 |
|
| 6473 |
DT
6473
DBA Trading
Fort Lauderdale,
Florida
| $59.3M | -$140M | -70% | 2.48% | – | 51 | 66.67% | 0.4 |
|
| 6474 |
SWGLO
6474
Summit Wealth Group, LLC/OK
Tulsa,
Oklahoma
| $59M | -$18M | -23% | 3% | – | 63 | 17.46% | 0.7 |
|
| 6475 |
6475
Lexington Partners
New York
| $58.9M | -$75M | -56% | 27.6% | 24.5% | 3 | 33.33% | 2 |
|