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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Measured Risk Portfolios
San Diego,
California
| $93.8M | -$18.6M | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 6727 |
6727
Deuterium Capital Management
Clearwater,
Florida
| $93.3M | +$937K | +1% | 10.3% | 262% | 25 | 4% | 2 |
|
| 6728 |
RL
6728
RPO LLC
Stamford,
Connecticut
| $93.2M | +$62.8M | +207% | 8.84% | 87.3% | 35 | 37.14% | 0.8 |
|
| 6729 |
6729
Steel Partners Holdings
New York
| $93M | +$15M | +19% | 11.6% | – | 12 | 25% | 0.8 |
|
| 6730 |
6730
Aozora Bank
Tokyo,
Japan
| $93M | -$106M | -53% | 6.32% | 2.32% | 1 | 0% | 4 |
|
| 6731 |
6731
FSR Wealth Management
Elmhurst,
Illinois
| $92.9M | +$5.19M | +6% | 2.92% | – | 42 | 19.05% | 0.8 |
|
| 6732 |
6732
Capitol Family Office
Beaverton,
Oregon
| $92.9M | -$1.79M | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|
| 6733 |
MIL
6733
MFG Investments, LLC
Medford,
New Jersey
| $92.8M | – | – | 0.65% | – | 79 | – | 0 |
|
| 6734 |
6734
VCU Investment Management
Richmond,
Virginia
| $92.8M | +$15.7M | +20% | 3.43% | – | 2 | 0% | 3.6 |
|
| 6735 |
6735
Demming Financial Services
Aurora,
Ohio
| $92.1M | -$65.2M | -41% | 0.02% | – | 43 | 11.63% | 0.6 |
|
| 6736 |
6736
CPWA LLC
Hood River,
Oregon
| $92M | +$5.89M | +7% | 2.8% | – | 101 | 13.86% | 0.5 |
|
| 6737 |
6737
Audent Global Asset Management
West Hollywood,
California
| $92M | +$2.42M | +3% | 5.37% | 129% | 49 | 14.29% | 3.3 |
|
| 6738 |
HCM
6738
Helios Capital Management
Singapore
| $91.9M | -$10.5M | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|
| 6739 |
6739
IDG China Venture Capital Fund V Associates
Hong Kong
| $91.7M | -$12.9M | -12% | 10.5% | 12.6% | 1 | 0% | 4.8 |
|
| 6740 |
6740
Viola Growth Management Fund 2
Tel Aviv,
| $90.7M | +$15.8M | +21% | 23.2% | – | 5 | 80% | 0.1 |
|
| 6741 |
6741
Encore Global Management
Houston,
Texas
| $90.7M | -$11.2M | -11% | 8.29% | – | 53 | 0% | 0.5 |
|
| 6742 |
S2L
6742
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $90.5M | -$18.5M | -17% | 1.33% | 86% | 31 | 58.06% | 0.3 |
|
| 6743 |
6743
Wiser Advisor Group
Phoenix,
Arizona
| $90.2M | -$1.09M | -1% | 1.53% | 80.4% | 242 | 7.44% | 1.2 |
|
| 6744 |
6744
UG Investment Advisers
Taipei,
Taiwan
| $90.2M | -$12.9M | -13% | 1.83% | 183% | 11 | 27.27% | 1.2 |
|
| 6745 |
6745
WestBridge Capital Management
Trianon,
Mauritius
| $90.1M | +$10.6M | +13% | 26.4% | 21.9% | 1 | 0% | 4.3 |
|
| 6746 |
6746
Pacific Excel Wealth Advisors
Walnut Creek,
California
| $90.1M | -$168M | -65% | 2.26% | – | 307 | 87.95% | 0.2 |
|
| 6747 |
6747
Mozayyx Management
Austin,
Texas
| $90M | -$14M | -13% | 38.6% | – | 37 | 86.49% | 0.1 |
|
| 6748 |
MA
6748
McGrath & Associates
Asheville,
North Carolina
| $89.8M | +$13.1M | +17% | 0.96% | – | 44 | 27.27% | 1.1 |
|
| 6749 |
6749
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| $89.6M | +$16.3M | +22% | 1.97% | 96.9% | 404 | 20.54% | 1.7 |
|
| 6750 |
6750
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $89.6M | -$12.3M | -12% | 1.42% | 65.5% | 73 | 20.55% | 2.1 |
|