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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.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Pacific Heights Asset Management
876
Pacific Heights Asset Management
California
$3.1B -$62.4M -2% 6.94% 186% 78 5.13% 9.8
Greenwich Wealth Management
877
Greenwich Wealth Management
Connecticut
$3.09B +$347M +13% 5.38% 214% 322 13.04% 5.1
ET
878
Entropy Technologies
New York
$3.08B +$571M +23% 2.19% 69.8% 1,467 61.35% 0.3
Covea Finance
879
Covea Finance
France
$3.07B -$94.4M -3% 1.12% 129% 170 12.35% 2.1
Western Wealth Management
880
Western Wealth Management
Colorado
$3.07B +$6.56M +0.2% 1.92% 92.1% 1,054 15.56% 3.5
71 West Capital Partners
881
71 West Capital Partners
Massachusetts
$3.06B +$164M +6% 2.89% – 417 12.71% 0.6
WesBanco Bank
882
WesBanco Bank
West Virginia
$3.05B -$973M -24% 2.31% 97.3% 684 31.58% 7.5
First Merchants Corp
883
First Merchants Corp
Indiana
$3.05B +$206M +7% 0.59% 55.6% 370 4.86% 5.3
Bogart Wealth LLC
884
Bogart Wealth LLC
Virginia
$3.04B +$121M +4% 2.21% 67.6% 2,191 14.24% 2.8
AG2R La Mondiale Gestion d'Actifs
885
AG2R La Mondiale Gestion d'Actifs
France
$3.02B +$268M +10% 4.79% – 431 22.04% 1.1
Eagle Global Advisors
886
Eagle Global Advisors
Texas
$3.02B +$1.52M +0.1% 1.43% 106% 294 9.52% 4.9
Hill City Capital
887
Hill City Capital
Massachusetts
$3.02B -$1.26B -29% 26.2% 151% 29 20.69% 1.8
Livforsakringsbolaget Skandia
888
Livforsakringsbolaget Skandia
Sweden
$3.02B -$91.9M -3% 3.65% 181% 452 6.19% 8.2
IFG Advisory
889
IFG Advisory
Georgia
$3.01B +$156M +5% 0.5% 76.3% 2,497 13.22% 0.6
CA
890
Cornerstone Advisors
North Carolina
$3B -$35.6M -1% 5.01% 126% 124 16.94% 2.7
Root Financial Partners
891
Root Financial Partners
California
$2.98B +$407M +16% 0.05% 62.5% 3,839 89.5% 0.2
Azimuth Capital Investment Management
892
Azimuth Capital Investment Management
Michigan
$2.98B +$16.2M +0.5% 2.98% 116% 328 8.84% 3.2
GeoWealth Management
893
GeoWealth Management
Illinois
$2.98B -$202M -6% 0.24% 62.9% 1,033 23.14% 2.1
Meeder Advisory Services
894
Meeder Advisory Services
Ohio
$2.96B +$231M +8% 2.19% 102% 797 16.81% 2.3
Scharf Investments
895
Scharf Investments
California
$2.96B -$69.7M -2% 6.43% 63.2% 84 19.05% 3.4
GAMMA Investing
896
GAMMA Investing
California
$2.96B +$269M +10% 3.3% 139% 4,462 9.52% 2.1
Greenwoods Asset Management (HK)
897
Greenwoods Asset Management (HK)
Hong Kong
$2.95B +$764M +35% 0.35% 230% 24 25% 2
Peregrine Capital Management
898
Peregrine Capital Management
Minnesota
$2.95B -$131M -4% 4.08% 109% 301 12.29% 3.1
Aviso Financial
899
Aviso Financial
Ontario, Canada
$2.94B +$64.5M +2% 4.71% – 288 12.5% 1.7
Banque Cantonale Vaudoise
900
Banque Cantonale Vaudoise
Switzerland
$2.94B +$2.22B +307% 2.66% – 924 18.61% 3.2