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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Altus Wealth Group
Colorado Springs,
Colorado
| $266M | -$10.9M | -4% | 1.39% | 76.7% | 158 | 8.86% | 3.3 |
|
| 1177 |
1177
Ballentine Capital Advisors
Greenville,
South Carolina
| $266M | +$491K | +0.2% | 0.94% | 48.8% | 27 | 7.41% | 2.4 |
|
| 1178 |
AAG
1178
Avalon Advisory Group
Wexford,
Pennsylvania
| $266M | -$4.9M | -2% | 1.13% | 46% | 15 | 6.67% | 4 |
|
| 1179 |
1179
Exeter Financial
Scottsdale,
Arizona
| $265M | +$3.85M | +1% | 2.83% | 59.1% | 106 | 10.38% | 6.1 |
|
| 1180 |
1180
Yoder Wealth Management
Walnut Creek,
California
| $265M | +$9.18M | +4% | 1.62% | 69.3% | 138 | 8.7% | 2.4 |
|
| 1181 |
1181
Cambridge Capital Management
O'fallon,
Illinois
| $265M | +$1.58M | +0.6% | 1.32% | 55.9% | 48 | 6.25% | 2.2 |
|
| 1182 |
1182
Greenfield Savings Bank
Greenfield,
Massachusetts
| $264M | +$739K | +0.3% | 2.77% | 108% | 153 | 7.19% | 3.4 |
|
| 1183 |
1183
Aspect Partners
Fairfax,
Virginia
| $264M | -$3.69M | -1% | 1.02% | 66.7% | 698 | 5.16% | 2 |
|
| 1184 |
1184
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $264M | +$8.19M | +3% | 0.26% | – | 122 | 16.39% | 1.7 |
|
| 1185 |
1185
Snow Phipps Group
New York
| $264M | -$61.8M | -19% | 12.9% | 58% | 2 | 0% | 6.5 |
|
| 1186 |
1186
HMS Capital Management
Nashville,
Tennessee
| $264M | -$3.3M | -1% | 0.73% | 140% | 135 | 18.52% | 3.2 |
|
| 1187 |
1187
VMS Asset Management
Hong Kong,
| $264M | -$51.4M | -16% | 2.01% | – | 48 | 64.58% | 0.2 |
|
| 1188 |
1188
Altus Wealth Management
Ft Mitchell,
Kentucky
| $263M | +$3.65M | +1% | 0.51% | 73% | 27 | 3.7% | 4.6 |
|
| 1189 |
SCM
1189
Sage Capital Management
Stockton,
New Jersey
| $263M | +$7.1M | +3% | 0.64% | 94.3% | 181 | 15.47% | 2.1 |
|
| 1190 |
1190
N10 Assets
Greenwich,
Connecticut
| $263M | +$31.8M | +14% | 0.04% | – | 36 | 11.11% | 0.2 |
|
| 1191 |
1191
Eagle Wealth Strategies
West Deptford,
New Jersey
| $263M | +$1.33M | +0.5% | 1.22% | 85% | 121 | 6.61% | 1.9 |
|
| 1192 |
1192
Retirement Planning Company of New England
Warwick,
Rhode Island
| $263M | -$14.9M | -5% | 0.54% | 125% | 268 | 7.46% | 3.3 |
|
| 1193 |
1193
Private Wealth Group
Tampa,
Florida
| $263M | +$3.71M | +1% | 0.31% | 52.9% | 79 | 12.66% | 3.6 |
|
| 1194 |
FAG
1194
Fortitude Advisory Group
Gig Harbor,
Washington
| $262M | +$740K | +0.3% | 1.54% | 142% | 256 | 11.72% | 2.8 |
|
| 1195 |
1195
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $262M | -$5.52M | -2% | 0.26% | 98.6% | 167 | 10.78% | 4.9 |
|
| 1196 |
1196
Robbins Farley
Bedford,
New Hampshire
| $262M | +$1.83M | +0.7% | 0.69% | 106% | 162 | 5.56% | 3.2 |
|
| 1197 |
1197
Emprise Bank
Wichita,
Kansas
| $262M | -$9.9M | -4% | 1.3% | – | 114 | 11.4% | 2 |
|
| 1198 |
JCFM
1198
JBR Co Financial Management
Ardmore,
Oklahoma
| $261M | -$12.8M | -5% | 1.14% | 126% | 133 | 5.26% | 2 |
|
| 1199 |
1199
Cherry Creek Investment Advisors
Englewood,
Colorado
| $261M | +$6.68M | +3% | 5.64% | 151% | 132 | 6.82% | 2.9 |
|
| 1200 |
CSA
1200
Cottage Street Advisors
Marion,
Massachusetts
| $261M | +$2M | +0.8% | 1.26% | 95.8% | 160 | 14.38% | 2.9 |
|