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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
976
Motley Fool Asset Management
Alexandria,
Virginia
| $2.64B | +$51.3M | +2% | 6.31% | 135% | 273 | 15.02% | 3.4 |
|
| 977 |
977
Senator Investment Group
New York
| $2.64B | -$98.9M | -4% | 6.26% | 220% | 75 | 36% | 0.9 |
|
| 978 |
978
Fidelity National Financial
Jacksonville,
Florida
| $2.64B | -$526M | -17% | 15.6% | 21.4% | 31 | 3.23% | 1.4 |
|
| 979 |
979
PFG Investments
Woodbury,
New York
| $2.64B | +$56M | +2% | 1.73% | 119% | 1,392 | 13.22% | 2 |
|
| 980 |
980
Westwood Global Investments
Boston,
Massachusetts
| $2.63B | -$212M | -7% | 2.66% | 121% | 11 | 0% | 4.4 |
|
| 981 |
981
Simon Quick Advisors
Morristown,
New Jersey
| $2.63B | +$152M | +6% | 1.27% | 77.8% | 488 | 20.49% | 2.9 |
|
| 982 |
982
Mason Investment Advisory Services
Reston,
Virginia
| $2.63B | -$3.88M | -0.1% | 0.19% | 79.2% | 90 | 11.11% | 4 |
|
| 983 |
983
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.62B | -$63.7M | -2% | 0.57% | 144% | 464 | 6.25% | 0.2 |
|
| 984 |
984
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $2.62B | +$75.5M | +3% | 3.58% | 83.7% | 286 | 9.09% | 5.2 |
|
| 985 |
985
First Horizon Corporation
Memphis,
Tennessee
| $2.62B | +$24.5M | +0.9% | 2.02% | – | 1,602 | 10.17% | 4.6 |
|
| 986 |
TP
986
Theleme Partners
London,
United Kingdom
| $2.62B | +$938M | +56% | 89.5% | 183% | 10 | 10% | 1.9 |
|
| 987 |
987
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| $2.62B | -$63.5M | -2% | 2.83% | – | 20 | 55% | 0.9 |
|
| 988 |
988
Rockland Trust
Hanover,
Massachusetts
| $2.61B | +$64M | +3% | 4.21% | 61.5% | 334 | 9.28% | 5.9 |
|
| 989 |
989
Constellation Investments
Montgomery,
Ohio
| $2.61B | -$571M | -18% | 0.74% | – | 20 | 15% | 2.2 |
|
| 990 |
990
Atlas FRM
Greenwich,
Connecticut
| $2.61B | +$272M | +12% | 11.3% | 10.9% | 29 | 27.59% | 1 |
|
| 991 |
991
Trilogy Capital
Irvine,
California
| $2.61B | +$29M | +1% | 0.56% | 57.6% | 433 | 12.47% | 2.8 |
|
| 992 |
992
Kingswood Wealth Advisors
San Diego,
California
| $2.6B | +$125M | +5% | 2.15% | 134% | 1,120 | 19.73% | 1.6 |
|
| 993 |
993
Oribel Capital Management
New York
| $2.6B | -$696M | -21% | 5.58% | 365% | 229 | 77.29% | 0.2 |
|
| 994 |
994
Coronation Fund Managers
Cape Town,
South Africa
| $2.59B | -$23.6M | -0.9% | 0.79% | 50.5% | 58 | 32.76% | 2.6 |
|
| 995 |
995
Centaurus Financial
Anaheim,
California
| $2.59B | +$4.77M | +0.2% | 0.11% | 89.6% | 1,191 | 12.93% | 3.4 |
|
| 996 |
996
SoFi Wealth
San Francisco,
California
| $2.59B | +$102M | +4% | 0.17% | 67.9% | 62 | 17.74% | 1.7 |
|
| 997 |
997
Winton Group
London,
United Kingdom
| $2.58B | -$510M | -17% | 0.35% | 127% | 1,603 | 60.82% | 0.6 |
|
| 998 |
998
Capital Counsel
New York
| $2.57B | +$13.3M | +0.5% | 9.27% | 114% | 60 | 8.33% | 7.1 |
|
| 999 |
999
B. Riley Wealth Advisors
Boca Raton,
Florida
| $2.57B | +$701M | +38% | 3.38% | 118% | 1,163 | 27.52% | 4.2 |
|
| 1000 |
1000
Element Capital Management
New York
| $2.57B | -$636M | -20% | 0.85% | 58.3% | 91 | 81.32% | 0.5 |
|