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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Chesley Taft & Associates
Chicago,
Illinois
| $2.56B | -$9.45M | -0.4% | 2.91% | 93.1% | 382 | 7.85% | 6.5 |
|
| 1002 |
1002
Visionary Wealth Advisors
O'fallon,
Illinois
| $2.55B | +$21.7M | +0.9% | 1.52% | 75.4% | 716 | 10.89% | 3.1 |
|
| 1003 |
BPI
1003
BFC Planning, Inc.
Cedar Rapids,
Iowa
| $2.55B | +$94.2M | +4% | 3.3% | – | 3,655 | 11.52% | 1.4 |
|
| 1004 |
1004
North Dakota State Investment Board
Bismarck,
North Dakota
| $2.55B | +$87.7M | +4% | 3.58% | – | 850 | 7.41% | 0.7 |
|
| 1005 |
1005
Empirical Finance
Havertown,
Pennsylvania
| $2.54B | +$135M | +6% | 4.08% | 138% | 536 | 7.84% | 4.7 |
|
| 1006 |
1006
Csenge Advisory Group
Clearwater,
Florida
| $2.53B | +$67.9M | +3% | 0.66% | 72.3% | 827 | 15.96% | 3.2 |
|
| 1007 |
1007
FORA Capital
Miami,
Florida
| $2.53B | +$1.08B | +74% | 2.1% | 177% | 747 | 71.22% | 0.2 |
|
| 1008 |
1008
Obermeyer Wealth Partners
Aspen,
Colorado
| $2.51B | +$68.4M | +3% | 3.19% | 91.3% | 315 | 8.57% | 4.2 |
|
| 1009 |
1009
Smithfield Trust
Pittsburgh,
Pennsylvania
| $2.51B | +$8.01M | +0.3% | 0.58% | 56.1% | 1,112 | 7.82% | 7.3 |
|
| 1010 |
1010
MUFG Securities Americas
New York
| $2.51B | +$562M | +29% | 4.87% | – | 508 | 1.97% | 1.7 |
|
| 1011 |
1011
Nippon Life Global Investors Americas
New York
| $2.51B | -$6.29M | -0.3% | 5.11% | 190% | 114 | 20.18% | 3.3 |
|
| 1012 |
1012
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| $2.51B | -$90.6M | -3% | 1.16% | 9.44% | 12 | 8.33% | 5.6 |
|
| 1013 |
1013
Sepio Capital
Salt Lake City,
Utah
| $2.5B | +$515M | +26% | 5.79% | 92% | 363 | 20.94% | 4.4 |
|
| 1014 |
1014
BSN Capital Partners
London,
United Kingdom
| $2.5B | +$285M | +13% | 8.76% | 183% | 34 | 70.59% | 0.3 |
|
| 1015 |
1015
Acropolis Investment Management
St. Louis,
Missouri
| $2.49B | -$47.5M | -2% | 1.52% | 51% | 401 | 9.73% | 4.9 |
|
| 1016 |
1016
Pine Valley Investments
Marlton,
New Jersey
| $2.49B | -$47.6M | -2% | 1.43% | 103% | 641 | 8.11% | 2.4 |
|
| 1017 |
1017
TCI Wealth Advisors
Tucson,
Arizona
| $2.49B | +$174M | +8% | 0.55% | 68.2% | 308 | 16.88% | 5.8 |
|
| 1018 |
1018
Cambiar Investors
Denver,
Colorado
| $2.48B | +$178M | +8% | 0.92% | 61.1% | 199 | 30.65% | 2.8 |
|
| 1019 |
1019
SouthState Corp
Winter Haven,
Florida
| $2.48B | +$84.2M | +4% | 4.01% | 90.3% | 1,455 | 14.71% | 3.2 |
|
| 1020 |
1020
General Atlantic
New York
| $2.48B | -$426M | -15% | 5.9% | 157% | 13 | 15.38% | 2.9 |
|
| 1021 |
1021
Delta Accumulation LLC
Sausalito,
California
| $2.47B | -$31.2M | -1% | 8.98% | 135% | 177 | 24.86% | 0.8 |
|
| 1022 |
1022
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $2.47B | -$473M | -16% | 4.59% | 204% | 175 | 71.43% | 0.8 |
|
| 1023 |
1023
Paralel Advisors
Denver,
Colorado
| $2.47B | -$124M | -5% | 1.79% | 73.3% | 130 | 7.69% | 1.7 |
|
| 1024 |
1024
H&F Corporate Investors X
San Francisco,
California
| $2.46B | -$336M | -12% | 12% | – | 1 | 0% | 0.8 |
|
| 1025 |
1025
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $2.46B | -$261M | -10% | 4% | 151% | 418 | 13.64% | 1.6 |
|