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