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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, 2,010 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Mainsail Asset Management
Birmingham,
Alabama
| $249M | -$6.03M | -2% | 3.82% | 90.4% | 219 | 36.99% | 1.1 |
|
| 1202 |
1202
Aletheian Wealth Advisors
Bellevue,
Washington
| $249M | +$14.9M | +6% | 0.31% | – | 118 | 11.86% | 2.8 |
|
| 1203 |
1203
Rockingstone Advisors
Great Barrington,
Massachusetts
| $249M | -$479K | -0.2% | 3.71% | 114% | 117 | 5.98% | 2.9 |
|
| 1204 |
1204
Vista Investment Partners II
Richmond,
Indiana
| $248M | -$6.54M | -3% | 5.07% | – | 172 | 15.12% | 1.2 |
|
| 1205 |
1205
Cobblestone Asset Management
Richmond,
Virginia
| $248M | +$8.43M | +4% | 2.12% | 60.6% | 81 | 13.58% | 1.5 |
|
| 1206 |
1206
Fairfield Financial Advisors
Wellesley,
Massachusetts
| $248M | -$5.78M | -2% | 1.7% | – | 74 | 14.86% | 2.4 |
|
| 1207 |
1207
Forte Asset Management
Bedford,
New York
| $248M | +$3.4M | +1% | 1.82% | 57.7% | 80 | 8.75% | 2.7 |
|
| 1208 |
1208
InvesTrust
Oklahoma City,
Oklahoma
| $247M | -$12.6M | -5% | 1.11% | – | 95 | 4.21% | 1.7 |
|
| 1209 |
1209
Kaufman Rossin Wealth
Miami,
Florida
| $247M | +$36.1M | +17% | 2% | – | 187 | 43.85% | 0.7 |
|
| 1210 |
1210
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $247M | +$5.08M | +2% | 0.32% | – | 185 | 12.43% | 1.3 |
|
| 1211 |
CCM
1211
Capstone Capital Management
Hong Kong,
| $247M | +$23.5M | +11% | 11.6% | – | 230 | 65.22% | 0.2 |
|
| 1212 |
1212
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $247M | +$6.67M | +3% | 4.36% | 85.6% | 160 | 6.25% | 5.4 |
|
| 1213 |
1213
Sound Stewardship
Overland Park,
Kansas
| $246M | +$3.69M | +2% | 1.15% | 45.9% | 81 | 16.05% | 2.4 |
|
| 1214 |
1214
Fortune 45 LLC
Gonzales,
Louisiana
| $246M | +$12M | +5% | 0.83% | 85.2% | 38 | 13.16% | 2.8 |
|
| 1215 |
1215
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $246M | -$5.17M | -2% | 0.14% | – | 74 | 10.81% | 1.1 |
|
| 1216 |
1216
Victrix Investment Advisors
Stuart,
Florida
| $246M | +$7.33M | +3% | 3.91% | – | 78 | 8.97% | 1.4 |
|
| 1217 |
1217
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $246M | -$552K | -0.2% | 0.18% | 66.8% | 146 | 6.16% | 2.4 |
|
| 1218 |
1218
BostonPremier Wealth
Hanover,
Massachusetts
| $245M | +$9.6M | +4% | 0.71% | – | 86 | 9.3% | 1.3 |
|
| 1219 |
APSI
1219
Asset Planning Services Inc
Covington,
Louisiana
| $245M | +$9.28M | +4% | 6.38% | 138% | 36 | 0% | 6.3 |
|
| 1220 |
1220
Ring Mountain Capital
Tiburon,
California
| $245M | +$6.55M | +3% | 3.8% | – | 119 | 15.13% | 1.3 |
|
| 1221 |
1221
Sentinel Advisory Group
Middleton,
Wisconsin
| $245M | -$55K | -0% | 0.74% | – | 62 | 9.68% | 0.5 |
|
| 1222 |
1222
Deane Retirement Strategies
New Orleans,
Louisiana
| $244M | +$7.9M | +3% | 4.15% | 73.4% | 64 | 35.94% | 1.3 |
|
| 1223 |
1223
Norway Savings Bank
Portland,
Maine
| $244M | +$5.18M | +2% | 4.21% | 117% | 107 | 6.54% | 6.4 |
|
| 1224 |
1224
Allodium Investment Consultants
Minneapolis,
Minnesota
| $244M | +$8.05M | +3% | 2.2% | – | 58 | 5.17% | 1.5 |
|
| 1225 |
1225
May Barnhard Investments
Bethesda,
Maryland
| $243M | -$4.51M | -2% | 2.07% | 65.4% | 90 | 5.56% | 2.3 |
|