We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Goelzer Investment Management
Carmel,
Indiana
| $2.28B | -$12.8M | -0.6% | 0.04% | 97.2% | 325 | 12.92% | 6 |
|
| 1077 |
1077
Quintet Private Bank (Europe)
Luxembourg
| $2.28B | +$672M | +42% | 9.2% | 111% | 206 | 12.14% | 3 |
|
| 1078 |
1078
Angeles Wealth Management
Santa Monica,
California
| $2.27B | +$81.4M | +4% | 2.65% | 80.6% | 669 | 15.99% | 1.9 |
|
| 1079 |
1079
Signal Advisors Wealth
Detroit,
Michigan
| $2.27B | +$292M | +15% | 2.29% | 70.5% | 745 | 21.34% | 1.1 |
|
| 1080 |
1080
Strategic Financial Services
Utica,
New York
| $2.27B | -$12.1M | -0.5% | 1.68% | 61.5% | 166 | 14.46% | 6.4 |
|
| 1081 |
1081
1ST Source Bank
South Bend,
Indiana
| $2.27B | +$64.2M | +3% | 1.41% | 88.7% | 304 | 8.22% | 7.6 |
|
| 1082 |
1082
Alerus Financial
Grand Forks,
North Dakota
| $2.27B | -$18.1M | -0.8% | 1.77% | 107% | 556 | 13.49% | 2.3 |
|
| 1083 |
1083
Maj Invest Holding A/S
Copenhagen K,
Denmark
| $2.26B | +$64.8M | +3% | 5.7% | 106% | 40 | 5% | 4.1 |
|
| 1084 |
1084
Investment House LLC
Redondo Beach,
California
| $2.25B | +$41.2M | +2% | 3.39% | 137% | 237 | 21.52% | 6.8 |
|
| 1085 |
1085
New Age Alpha Advisors
Rye,
New York
| $2.25B | -$115M | -5% | 0.43% | 115% | 1,102 | 25.23% | 1 |
|
| 1086 |
1086
BNDES Participacoes SA
Rio De Janeiro,
Brazil
| $2.25B | -$112M | -5% | 4.73% | – | 1 | 0% | 0.8 |
|
| 1087 |
1087
Lansdowne Partners (UK)
London,
United Kingdom
| $2.24B | -$186M | -8% | 6.87% | 289% | 28 | 14.29% | 2.1 |
|
| 1088 |
1088
Sound Income Strategies
Ft Lauderdale,
Florida
| $2.24B | +$14.2M | +0.6% | 0.66% | 31.4% | 534 | 20.04% | 4.4 |
|
| 1089 |
1089
Old Republic International (ORI)
Chicago,
Illinois
| $2.24B | -$427M | -16% | 0.63% | 53.8% | 70 | 22.86% | 7.4 |
|
| 1090 |
1090
Rehmann Capital Advisory Group
Lansing,
Michigan
| $2.24B | +$53.7M | +2% | 0.97% | 71.8% | 728 | 7.01% | 4.5 |
|
| 1091 |
1091
GDS Wealth Management
Flower Mound,
Texas
| $2.24B | +$136M | +6% | 3.3% | 95.1% | 275 | 23.27% | 2.1 |
|
| 1092 |
1092
Osmosis Investment Management UK
London,
United Kingdom
| $2.23B | +$79.1M | +4% | 4.58% | – | 475 | 11.37% | 0.6 |
|
| 1093 |
1093
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $2.23B | +$177M | +9% | 2.45% | 98.1% | 795 | 12.83% | 5 |
|
| 1094 |
1094
ARS Investment Partners
New York
| $2.23B | -$63.8M | -3% | 0.09% | 266% | 195 | 11.28% | 3.9 |
|
| 1095 |
1095
Greenspring Advisors
Towson,
Maryland
| $2.22B | +$417M | +23% | 0.22% | – | 392 | 14.54% | 1.3 |
|
| 1096 |
1096
Bank of Italy
Rome,
Italy
| $2.22B | +$20.5M | +0.9% | 2.24% | 26.9% | 8 | 0% | 5.5 |
|
| 1097 |
1097
Creative Financial Designs
Kokomo,
Indiana
| $2.22B | +$116M | +6% | 0.94% | 58.8% | 2,454 | 11.41% | 3.3 |
|
| 1098 |
1098
Dymon Asia Capital (Singapore)
Singapore
| $2.21B | -$178M | -7% | 1.96% | 291% | 312 | 68.59% | 0.3 |
|
| 1099 |
1099
Oak Grove Capital
North Hampton,
New Hampshire
| $2.21B | +$108M | +5% | 2.11% | 470% | 120 | 15% | 1.9 |
|
| 1100 |
1100
Advisornet Financial
Minnetonka,
Minnesota
| $2.21B | +$20.7M | +0.9% | 0.76% | 71.2% | 2,285 | 71.03% | 6 |
|