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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Eurizon Asset Management Hungary
Budapest,
| $89.5M | -$4.4M | -5% | 3.56% | – | 21 | 4.76% | 0.6 |
|
| 6752 |
6752
Alua Capital Management
New York
| $89.4M | -$13.3M | -13% | 23.8% | 46.7% | 1 | 0% | 3.8 |
|
| 6753 |
6753
Walleye Partners
Madison,
Wisconsin
| $89M | +$1.27M | +1% | 0.72% | – | 64 | 15.63% | 0.6 |
|
| 6754 |
6754
1888 Investments
Denver,
Colorado
| $88.4M | +$31.9M | +57% | 1.02% | 43.2% | 8 | 50% | 0.8 |
|
| 6755 |
GBA
6755
Garrison Bradford & Associates
New York
| $88.1M | -$4.07M | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|
| 6756 |
6756
John W. Brooker & Co
Oakland,
California
| $88M | +$5.19M | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|
| 6757 |
6757
Alan B. Lancz & Associates
Toledo,
Ohio
| $87.7M | -$27.2M | -24% | 4.97% | – | 143 | 33.57% | 3.3 |
|
| 6758 |
6758
Aflac Inc
Columbus,
Georgia
| $87.5M | -$5.12M | -6% | 5.37% | 13.4% | 4 | 0% | 3.2 |
|
| 6759 |
AIS
6759
Altium Investment Strategies
Wesley Chapel,
Florida
| $87.4M | +$18M | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 6760 |
6760
Vermillion Wealth Management
Rosemount,
Minnesota
| $87.4M | -$339M | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 6761 |
6761
Courant Investment Management
Franklin,
Tennessee
| $87.2M | -$15.8M | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 6762 |
6762
Elite Life Management
Sarasota,
Florida
| $86.8M | +$1.33M | +2% | 2.28% | 91.6% | 64 | 15.63% | 1.5 |
|
| 6763 |
6763
Riverview Trust Company
Vancouver,
Washington
| $85.8M | +$1.87M | +2% | 1.79% | 90.1% | 184 | 11.41% | 3.8 |
|
| 6764 |
6764
Pictet Bank & Trust
Nassau,
Bahamas
| $85.5M | -$7.81M | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 6765 |
OWM
6765
Omnitrust Wealth Management
Jacksonville,
Florida
| $85.4M | – | – | 1.66% | – | 64 | – | 0.9 |
|
| 6766 |
6766
Broyhill Asset Management
Charlotte,
North Carolina
| $85.2M | -$27.2M | -24% | 2.53% | – | 77 | 25.97% | 1.4 |
|
| 6767 |
6767
Teachers Insurance & Annuity Association of America
New York
| $85.2M | -$5.45M | -6% | 3.25% | – | 83 | 14.46% | 1.7 |
|
| 6768 |
YIM
6768
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $84.9M | -$2.47M | -3% | 1.6% | – | 116 | 4.31% | 1.6 |
|
| 6769 |
6769
Divco West Real Estate Services
San Francisco,
California
| $84.6M | -$9.43M | -10% | 9.93% | 2.32% | 4 | 0% | 3.8 |
|
| 6770 |
ACM
6770
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $84.3M | -$150M | -64% | 20.2% | 2,106% | 25 | 96% | 0 |
|
| 6771 |
6771
WMS Group
Folsom,
Louisiana
| $84.2M | +$6.71M | +9% | 1.97% | – | 61 | 8.2% | 0.6 |
|
| 6772 |
6772
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $84.1M | -$33.8M | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 6773 |
6773
Centennial Advisors
Austin,
Texas
| $83.7M | -$139K | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 6774 |
6774
FinDec Wealth Services
Stockton,
California
| $83.5M | -$1.1M | -1% | 0.19% | 52.7% | 33 | 12.12% | 3.1 |
|
| 6775 |
HCVG
6775
H Capital V GP
Grand Cayman,
Cayman Islands
| $83.4M | +$11.5M | +16% | 16% | – | 1 | 0% | 4.8 |
|