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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, 2,164 funds (~24%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 751 |
751
Fairvoy Private Wealth
Birmingham,
Alabama
| $496M | +$1.54M | +0.3% | 1.75% | – | 232 | 23.28% | 1.2 |
|
| 752 |
752
Genworth Financial
Glen Allen,
Virginia
| $495M | +$8.47M | +2% | 1.71% | 73.6% | 2 | 0% | 5.4 |
|
| 753 |
753
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $493M | -$4.92M | -1% | 2.15% | 203% | 175 | 11.43% | 2.3 |
|
| 754 |
754
Decker Wealth Management LLC
Nashville,
Tennessee
| $493M | +$21.7M | +5% | 3.41% | – | 124 | 15.32% | 0.6 |
|
| 755 |
755
Builder Investment Group
Atlanta,
Georgia
| $493M | -$12M | -2% | 5.79% | 169% | 108 | 5.56% | 3 |
|
| 756 |
756
Waller Financial Planning Group
Columbus,
Ohio
| $493M | +$7.01M | +1% | 0.18% | 47.5% | 82 | 7.32% | 4.7 |
|
| 757 |
757
Prentice Wealth Management
Rochester,
New York
| $493M | +$8.07M | +2% | 0.64% | 47.8% | 130 | 7.69% | 3.1 |
|
| 758 |
758
PW Nova Financial Services
Newtown,
Pennsylvania
| $491M | +$24.4M | +5% | 1.42% | – | 221 | 13.12% | 0.6 |
|
| 759 |
759
Blankinship & Foster
Solana Beach,
California
| $490M | -$5.94M | -1% | 0.4% | 67.1% | 81 | 8.64% | 5.1 |
|
| 760 |
760
O'Keefe Stevens Advisory
Rochester,
New York
| $489M | +$1.53M | +0.3% | 1.11% | 208% | 84 | 7.14% | 3.7 |
|
| 761 |
CWAG
761
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $489M | -$6.48M | -1% | 0.69% | 76.1% | 91 | 8.79% | 5 |
|
| 762 |
TAA
762
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $488M | -$135M | -22% | 1.68% | 312% | 47 | 53.19% | 1 |
|
| 763 |
763
Rempart Asset Management
Montreal,
Canada
| $488M | $0 | 0% | 3.54% | 70.5% | 36 | 0% | 4.8 |
|
| 764 |
FFG
764
Fortem Financial Group
Palm Desert,
California
| $487M | -$2.98M | -0.6% | 1.62% | 183% | 199 | 10.05% | 2.7 |
|
| 765 |
765
Old Mission Investment Co
Traverse City,
Michigan
| $487M | +$6.08M | +1% | 2.22% | 82% | 170 | 9.41% | 3.6 |
|
| 766 |
766
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $487M | -$2.81M | -0.6% | 0.31% | 84.4% | 651 | 8.45% | 2 |
|
| 767 |
767
Financial & Tax Architects
St Louis,
Missouri
| $486M | +$12.2M | +3% | 0.22% | 50.2% | 130 | 31.54% | 2.2 |
|
| 768 |
768
Poehling Capital Management
Madison,
Wisconsin
| $486M | +$20.1M | +4% | 5.54% | 83% | 177 | 13.56% | 3.7 |
|
| 769 |
769
Copper Harbor Investment Advisors
Appleton,
Wisconsin
| $486M | +$13.6M | +3% | 0.76% | – | 103 | 11.65% | 0.2 |
|
| 770 |
770
Centennial Wealth Advisory
Traverse City,
Michigan
| $486M | +$22.3M | +5% | 0.73% | 63% | 196 | 8.16% | 2.1 |
|
| 771 |
771
Bill Few Associates
Pittsburgh,
Pennsylvania
| $485M | +$14.6M | +3% | 1.81% | 91.5% | 242 | 9.5% | 2.8 |
|
| 772 |
772
Collective Family Office
York,
Pennsylvania
| $484M | -$4.82M | -1% | 0.81% | 52.5% | 167 | 6.59% | 3.9 |
|
| 773 |
773
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $484M | -$3.04M | -0.6% | 0.09% | 60.5% | 157 | 9.55% | 2.6 |
|
| 774 |
774
Farmers & Merchants Trust Company
Long Beach,
California
| $484M | +$19.2M | +4% | 4% | 79.8% | 207 | 7.73% | 4.8 |
|
| 775 |
775
Quattro Financial Advisors
The Woodlands,
Texas
| $483M | +$15.2M | +3% | 5.61% | 77.6% | 108 | 28.7% | 2.1 |
|