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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, 2,069 funds (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Miramontes Capital
Newport,
California
| $331M | +$10M | +3% | 4.13% | – | 149 | 8.72% | 0.6 |
|
| 1002 |
1002
Family Wealth Partners
Matthews,
North Carolina
| $331M | +$5.23M | +2% | 0.24% | 58.5% | 125 | 28.8% | 1.5 |
|
| 1003 |
1003
Buttonwood Financial Advisors
Baltimore,
Maryland
| $331M | +$2.33M | +0.7% | 1.64% | 73.4% | 112 | 3.57% | 3.4 |
|
| 1004 |
1004
Tenon Financial
Metuchen,
New Jersey
| $331M | +$19.8M | +6% | 0.85% | – | 72 | 18.06% | 1.5 |
|
| 1005 |
1005
Powers Advisory Group
Highland,
Illinois
| $330M | +$10.9M | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
| 1006 |
1006
Henry James International Management
New York
| $330M | -$3.83M | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
| 1007 |
1007
Flagstar Advisors
New York
| $330M | -$1.5M | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
| 1008 |
1008
Tred Avon Family Wealth
Easton,
Maryland
| $329M | +$2.68M | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
| 1009 |
1009
New Perspectives Inc
Ridgeland,
Mississippi
| $329M | +$3.19M | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|
| 1010 |
1010
Norman Fields Gottscho Capital Management
New York
| $329M | -$1.34M | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 6.6 |
|
| 1011 |
1011
TMB Capital Partners
Little Rock,
Arkansas
| $329M | +$8.18M | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|
| 1012 |
1012
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $329M | -$11.1M | -3% | 1.85% | – | 119 | 41.18% | 1.1 |
|
| 1013 |
1013
Wealth Quarterback
Toms River,
New Jersey
| $328M | +$4.28M | +1% | 2.37% | 109% | 185 | 9.73% | 2.9 |
|
| 1014 |
1014
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $328M | +$110M | +50% | 2.29% | – | 232 | 41.38% | 0.6 |
|
| 1015 |
1015
Richards, Merrill & Peterson
Spokane,
Washington
| $328M | +$12.9M | +4% | 3.12% | – | 302 | 8.61% | 1.3 |
|
| 1016 |
1016
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $328M | -$37.8M | -10% | 0.35% | 70.3% | 157 | 8.92% | 5 |
|
| 1017 |
1017
Bennett Selby Investments
Falmouth,
Maine
| $327M | +$14M | +4% | 5.28% | 82.1% | 89 | 8.99% | 3.4 |
|
| 1018 |
1018
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $326M | +$8.2M | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 1019 |
1019
Raub Brock Capital Management
Larkspur,
California
| $326M | -$37.3M | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 1020 |
1020
Paragon Private Wealth Management
Lexington,
Kentucky
| $326M | -$57.2M | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 1021 |
1021
Bluesphere Advisors
East Norriton,
Pennsylvania
| $325M | +$1.25M | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 1022 |
1022
Berkeley Inc
Boise,
Idaho
| $324M | +$5.54M | +2% | 3.02% | 49.5% | 91 | 13.19% | 3.3 |
|
| 1023 |
1023
Robinswood Financial
Kirkland,
Washington
| $324M | -$24.8M | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 1024 |
1024
Traveka Wealth
Los Altos,
California
| $324M | +$23.4M | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 1025 |
1025
ticino wealth
Mission Viejo,
California
| $324M | +$6.87M | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|