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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Verdence Capital Advisors
Hunt Valley,
Maryland
| $2.35B | +$448M | +23% | 0.74% | 104% | 821 | 27.53% | 3.2 |
|
| 1052 |
1052
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $2.35B | +$442M | +23% | 3.65% | 34.1% | 1,371 | 55.14% | 0.6 |
|
| 1053 |
1053
3EDGE Asset Management
Naples,
Florida
| $2.35B | +$107M | +5% | 1.16% | 47.9% | 103 | 16.5% | 1.9 |
|
| 1054 |
1054
NS Partners
London,
United Kingdom
| $2.35B | +$14.6M | +0.6% | 3.89% | 127% | 157 | 53.5% | 2.4 |
|
| 1055 |
1055
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $2.34B | +$45.4M | +2% | 3.14% | 81.3% | 475 | 7.79% | 3.3 |
|
| 1056 |
1056
Accredited Investors
Edina,
Minnesota
| $2.33B | +$14.9M | +0.6% | 1.48% | 81.5% | 316 | 10.13% | 4.7 |
|
| 1057 |
1057
Montag & Associates
Atlanta,
Georgia
| $2.33B | -$40.9M | -2% | 1.01% | 90.1% | 1,110 | 19.01% | 4.6 |
|
| 1058 |
1058
Gemsstock Ltd
London,
United Kingdom
| $2.33B | +$2.02B | +657% | 4.35% | 162% | 16 | 50% | 0.5 |
|
| 1059 |
1059
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $2.32B | -$112M | -5% | 0.94% | 86% | 82 | 18.29% | 2.8 |
|
| 1060 |
1060
Lowe Brockenbrough & Co
Richmond,
Virginia
| $2.32B | +$76M | +3% | 2.48% | 87.3% | 371 | 9.97% | 6.4 |
|
| 1061 |
1061
SCHF (GPE)
Wilson,
Wyoming
| $2.32B | -$163M | -7% | 17.7% | – | 6 | 0% | 0.8 |
|
| 1062 |
1062
Nationwide Fund Advisors
Columbus,
Ohio
| $2.31B | -$108M | -4% | 1.31% | 34.1% | 8 | 0% | 4 |
|
| 1063 |
1063
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $2.31B | -$85.9M | -4% | 0.14% | 135% | 185 | 14.05% | 5.1 |
|
| 1064 |
1064
Linscomb Wealth
Houston,
Texas
| $2.31B | +$777K | +0% | 1.06% | 82.7% | 320 | 5% | 7.2 |
|
| 1065 |
1065
Arrowpoint Investment Partners
Singapore
| $2.31B | +$1.85B | +403% | 8.05% | – | 199 | 82.91% | 0.1 |
|
| 1066 |
1066
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $2.31B | +$46.5M | +2% | 1.96% | 119% | 204 | 7.84% | 7.5 |
|
| 1067 |
1067
Renaissance Group
Covington,
Kentucky
| $2.31B | -$158M | -6% | 1.31% | 122% | 255 | 17.25% | 3.4 |
|
| 1068 |
1068
Seizert Capital Partners
Birmingham,
Michigan
| $2.3B | -$119M | -5% | 1.54% | 75.2% | 187 | 9.63% | 3.3 |
|
| 1069 |
1069
GW Henssler & Associates
Kennesaw,
Georgia
| $2.3B | +$52.9M | +2% | 3.84% | 71.7% | 286 | 27.97% | 4.1 |
|
| 1070 |
1070
RBF Capital
San Francisco,
California
| $2.3B | -$107M | -4% | 0.1% | 145% | 533 | 9.38% | 5.2 |
|
| 1071 |
1071
J. Safra Asset Management
New York
| $2.3B | +$129M | +6% | 1.94% | 93.8% | 673 | 13.82% | 1.4 |
|
| 1072 |
1072
Parsons Capital Management
Providence,
Rhode Island
| $2.29B | +$83.4M | +4% | 4.01% | 97.4% | 541 | 6.47% | 6.5 |
|
| 1073 |
1073
Halbert Hargrove Global Advisors
Long Beach,
California
| $2.29B | -$22.9M | -1% | 0.26% | 68.2% | 723 | 51.45% | 2.1 |
|
| 1074 |
1074
Norris Perne & French
Grand Rapids,
Michigan
| $2.29B | -$56M | -2% | 2.73% | 91.1% | 170 | 16.47% | 5.5 |
|
| 1075 |
1075
Elser Financial Planning
Indianapolis,
Indiana
| $2.28B | -$21.5M | -0.9% | 1.84% | – | 137 | 13.14% | 1.1 |
|