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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
Kaydan Wealth Management
Fenton,
Michigan
| $291M | -$36.8M | -11% | 0.5% | 58% | 122 | 10.66% | 3.2 |
|
| 1102 |
1102
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $291M | +$4.57M | +2% | 0.15% | 62.3% | 100 | 11% | 2 |
|
| 1103 |
1103
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $291M | -$9.49M | -3% | 4.42% | 215% | 217 | 12.44% | 1.9 |
|
| 1104 |
1104
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $291M | -$8.4M | -3% | 4.31% | 95.5% | 88 | 5.68% | 3.3 |
|
| 1105 |
1105
Delap Wealth Advisory
Lake Oswego,
Oregon
| $291M | -$5.35M | -2% | 0.96% | 73% | 93 | 17.2% | 2.6 |
|
| 1106 |
1106
Colorado Capital Management
Boulder,
Colorado
| $291M | -$2.54M | -0.9% | 0.1% | 60.4% | 105 | 8.57% | 5.6 |
|
| 1107 |
1107
Buska Wealth Management
Wausau,
Wisconsin
| $291M | +$13.2M | +5% | 0.24% | – | 83 | 12.05% | 1.7 |
|
| 1108 |
1108
Thomas Story & Son
Culver,
Indiana
| $290M | +$7.1M | +3% | 2.8% | 101% | 55 | 7.27% | 7.6 |
|
| 1109 |
WIA
1109
Wetzel Investment Advisors
Indianapolis,
Indiana
| $290M | +$1.22M | +0.4% | 0.73% | 72.2% | 143 | 9.79% | 2.1 |
|
| 1110 |
1110
Beaumont Asset Management
Beaumont,
Texas
| $289M | +$31.9M | +12% | 1.69% | 73.1% | 85 | 12.94% | 3.2 |
|
| 1111 |
1111
Choice Wealth Advisors
Waterville,
Maine
| $289M | +$4.35M | +2% | 1.31% | 60.3% | 37 | 10.81% | 2.6 |
|
| 1112 |
1112
Burns Matteson Capital Management
Corning,
New York
| $289M | -$31M | -10% | 6.91% | 137% | 256 | 51.56% | 1.6 |
|
| 1113 |
1113
Rainwater Charitable Foundation
Fort Worth,
Texas
| $289M | -$11.4M | -4% | 1.15% | 44% | 4 | 0% | 4.6 |
|
| 1114 |
1114
Tranquility Partners
Brentwood,
Tennessee
| $288M | -$2.66M | -0.9% | 3.95% | 77.3% | 241 | 12.03% | 4.2 |
|
| 1115 |
1115
Stableford Capital II
Scottsdale,
Arizona
| $288M | -$376K | -0.1% | 4.47% | 66.9% | 164 | 22.56% | 2 |
|
| 1116 |
YP
1116
YANKCOM Partnership
Yankton,
South Dakota
| $288M | +$9.42M | +3% | 1.34% | – | 344 | 16.86% | 1.3 |
|
| 1117 |
1117
Shira Ridge Wealth Management
Larkspur,
California
| $288M | +$1.05M | +0.4% | 0.84% | 72.8% | 87 | 9.2% | 2.6 |
|
| 1118 |
1118
Wealth Analytics Partners
San Diego,
California
| $287M | +$11M | +4% | 2.13% | – | 200 | 74.5% | 0.2 |
|
| 1119 |
1119
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $287M | +$10M | +4% | 0.41% | 14.4% | 75 | 13.33% | 1.4 |
|
| 1120 |
1120
Bluestem Financial Advisors
Champaign,
Illinois
| $286M | +$825K | +0.3% | 2.03% | 42.2% | 34 | 0% | 4.9 |
|
| 1121 |
1121
McNaughton Wealth Management
San Diego,
California
| $286M | +$4.6M | +2% | 0.19% | 55.6% | 78 | 7.69% | 4 |
|
| 1122 |
1122
Boyd Wealth Management
Sacramento,
California
| $286M | +$21.6M | +8% | 0.36% | 56.8% | 63 | 26.98% | 2.7 |
|
| 1123 |
1123
Chris Bulman
Roseville,
California
| $285M | +$11.5M | +4% | 1.07% | – | 179 | 13.41% | 1.3 |
|
| 1124 |
1124
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $285M | +$4.25M | +2% | 2.01% | 84.1% | 103 | 8.74% | 2.8 |
|
| 1125 |
1125
Agate Pass Investment Management
Bainbridge Island,
Washington
| $285M | +$13.7M | +5% | 2.55% | 76% | 119 | 15.13% | 3.3 |
|