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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $277M | +$4.99M | +2% | 2% | 82.3% | 149 | 1.34% | 5 |
|
| 1152 |
1152
Dupree Financial Group
Lexington,
Kentucky
| $277M | +$10.3M | +4% | 4.82% | 75.8% | 90 | 22.22% | 1.7 |
|
| 1153 |
1153
Bell Asset Management
Melbourne,
Australia
| $277M | -$97.8M | -26% | 5.19% | 45.3% | 75 | 25.33% | 2.5 |
|
| 1154 |
1154
Investors Asset Management of Georgia
Atlanta,
Georgia
| $276M | -$11.4M | -4% | 1.5% | 118% | 199 | 4.52% | 6.7 |
|
| 1155 |
1155
DLK Investment Management
Solana Beach,
California
| $275M | +$39.6M | +17% | 4.71% | 80.4% | 130 | 50% | 1.6 |
|
| 1156 |
1156
Clarus Wealth Advisors
Peoria,
Arizona
| $275M | +$15.2M | +6% | 1.76% | 89.7% | 96 | 20.83% | 3.1 |
|
| 1157 |
1157
Burford Brothers
Dallas,
Texas
| $275M | +$2.02M | +0.7% | 2.76% | 97.4% | 199 | 15.08% | 2 |
|
| 1158 |
1158
Financial Planning Navigators
Maple Grove,
Minnesota
| $274M | +$7.17M | +3% | 0.34% | – | 81 | 24.69% | 0.5 |
|
| 1159 |
1159
B.A. Schrock Wealth Management, Inc.
Wadsworth,
Ohio
| $274M | – | – | 0.35% | – | 132 | – | 0 |
|
| 1160 |
1160
Kellett Wealth Advisors
Cincinnati,
Ohio
| $273M | +$58.5M | +27% | 1.65% | 76.3% | 114 | 21.93% | 2.1 |
|
| 1161 |
FA
1161
FF Advisors
Manhattan Beach,
California
| $273M | +$6.18M | +2% | 0.88% | 59.7% | 132 | 12.12% | 1.9 |
|
| 1162 |
1162
MB, Levis & Associates
Center Valley,
Pennsylvania
| $273M | +$1.42M | +0.5% | 1.55% | 43.1% | 259 | 5.79% | 2.9 |
|
| 1163 |
1163
Unique Wealth Strategies
Burr Ridge,
Illinois
| $273M | -$2.38M | -0.9% | 0.21% | 96.9% | 227 | 3.96% | 1.3 |
|
| 1164 |
1164
Peirce Capital Management
The Woodlands,
Texas
| $272M | -$582K | -0.2% | 0.22% | 56.6% | 48 | 8.33% | 2 |
|
| 1165 |
1165
ARWA LLC
Fort Worth,
Texas
| $272M | +$30.9M | +13% | 0.56% | – | 164 | 26.83% | 0.5 |
|
| 1166 |
1166
Ridgewood Investments
Springfield,
New Jersey
| $271M | +$4.16M | +2% | 0.04% | – | 221 | 7.69% | 3.8 |
|
| 1167 |
1167
Reliant Investment Management
Memphis,
Tennessee
| $271M | -$9.9M | -4% | 2.52% | 129% | 57 | 7.02% | 4.1 |
|
| 1168 |
1168
True Blue Financial
Stevensville,
Michigan
| $270M | +$33.5M | +14% | 1.83% | – | 65 | 16.92% | 0.6 |
|
| 1169 |
1169
Verisail Partners
Chamblee,
Georgia
| $270M | +$318K | +0.1% | 1.43% | – | 30 | 16.67% | 1.2 |
|
| 1170 |
1170
Financial Futures
Brielle,
New Jersey
| $270M | +$7.22M | +3% | 0.6% | 48.5% | 87 | 18.39% | 2.3 |
|
| 1171 |
1171
Alliance Private Wealth
North Reading,
Massachusetts
| $269M | -$19M | -7% | 0.25% | – | 86 | 5.81% | 0.7 |
|
| 1172 |
1172
Brindle & Bay Financial Advisors
Frisco,
Texas
| $268M | +$67.9M | +34% | 1.38% | – | 105 | 20.95% | 0.5 |
|
| 1173 |
1173
MRA Advisory Group
Parsippany,
New Jersey
| $267M | -$8.61M | -3% | 1.47% | 86.8% | 178 | 25.28% | 2.4 |
|
| 1174 |
OGF
1174
Orin Green Financial
San Diego,
California
| $267M | -$4.52M | -2% | 0.64% | 59.1% | 84 | 3.57% | 1.3 |
|
| 1175 |
1175
MYeCFO
La Jolla,
California
| $266M | +$1.33M | +0.5% | 0.65% | 58.5% | 74 | 4.05% | 2.6 |
|