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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, 2,205 funds (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 676 |
676
Lincoln Capital
Lincoln,
Nebraska
| $570M | +$8.31M | +1% | 1.14% | 67.1% | 143 | 7.69% | 6.1 |
|
| 677 |
677
Investors Research Corp
Atlanta,
Georgia
| $569M | +$10.2M | +2% | 1.74% | 62.1% | 846 | 11.47% | 4.6 |
|
| 678 |
678
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $568M | +$10.4M | +2% | 7.93% | 155% | 95 | 4.21% | 3.3 |
|
| 679 |
679
Schoolcraft Capital
Boulder,
Colorado
| $568M | +$5.47M | +1% | 0.28% | 58.7% | 69 | 5.8% | 5.4 |
|
| 680 |
680
Single Point Partners
Boston,
Massachusetts
| $566M | -$2.06M | -0.4% | 1.28% | 56.4% | 109 | 17.43% | 2.1 |
|
| 681 |
TCOT
681
Trust Company of Tennessee
Knoxville,
Tennessee
| $565M | -$7.29M | -1% | 0.74% | – | 8 | 0% | 1.9 |
|
| 682 |
682
Manchester Financial
Westlake Village,
California
| $565M | +$2.02M | +0.4% | 1.39% | 73% | 153 | 11.76% | 3.2 |
|
| 683 |
CA
683
Crumly & Associates
Springfield,
Illinois
| $563M | +$41.2M | +8% | 0.39% | 58.1% | 217 | 14.29% | 2.6 |
|
| 684 |
KMWM
684
Keudell/Morrison Wealth Management
Salem,
Oregon
| $562M | +$33.2M | +6% | 1.1% | – | 277 | 13.36% | 3.8 |
|
| 685 |
685
Mindset Wealth Management
Indianapolis,
Indiana
| $562M | +$43M | +8% | 9.43% | – | 215 | 19.07% | 1.3 |
|
| 686 |
FVCM
686
F&V Capital Management
Boca Raton,
Florida
| $561M | +$12.6M | +2% | 4.32% | 123% | 64 | 7.81% | 5.3 |
|
| 687 |
687
Commonwealth Financial Services
Vienna,
West Virginia
| $559M | -$185M | -25% | 0.67% | 64.2% | 367 | 34.88% | 3 |
|
| 688 |
MHR
688
Matthew Hamilton Rosenberg
| $558M | +$21.7M | +4% | 0.27% | 52% | 833 | 6.84% | 4.4 |
|
| 689 |
689
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $557M | +$39.2M | +8% | 3.52% | 116% | 22 | 22.73% | 2.9 |
|
| 690 |
690
Abel Hall LLC
Baton Rouge,
Louisiana
| $556M | -$23.1M | -4% | 1.98% | 133% | 1,068 | 27.25% | 0.8 |
|
| 691 |
691
WESPAC Advisors SoCal
Pasadena,
California
| $553M | -$7.14M | -1% | 1.28% | 135% | 127 | 10.24% | 2.8 |
|
| 692 |
692
Contravisory Investment Management
Norwell,
Massachusetts
| $552M | -$14.5M | -3% | 0.69% | 135% | 497 | 30.78% | 1.5 |
|
| 693 |
693
Wiser Wealth Management
Marietta,
Georgia
| $550M | +$27.6M | +5% | 1.23% | 53% | 82 | 19.51% | 2.3 |
|
| 694 |
694
Lantz Financial
Naperville,
Illinois
| $549M | +$3.19M | +0.6% | 1.47% | 74.3% | 272 | 9.19% | 3.7 |
|
| 695 |
695
Leverty Financial Group
Hudson,
Wisconsin
| $549M | +$34.4M | +7% | 0.35% | 57.3% | 51 | 9.8% | 2.5 |
|
| 696 |
696
Harbour Capital Advisors
Tysons Corner,
Virginia
| $548M | -$676K | -0.1% | 0.19% | 168% | 335 | 23.58% | 3.2 |
|
| 697 |
697
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $548M | +$17.9M | +3% | 0.12% | 60.6% | 187 | 12.83% | 2.1 |
|
| 698 |
698
Bricktown Capital
Detroit,
Michigan
| $548M | -$5.88M | -1% | 0.23% | 46.2% | 30 | 6.67% | 2.3 |
|
| 699 |
699
MBM Wealth Consultants
Chesterfield,
Missouri
| $546M | +$27.1M | +5% | 0.7% | 57.1% | 125 | 6.4% | 4.2 |
|
| 700 |
700
Global Wealth Strategies & Associates
Denver,
Colorado
| $546M | +$18M | +3% | 0% | 68.7% | 115 | 16.52% | 2.3 |
|