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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, 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.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
North Star Investment Management
1226
North Star Investment Management
Illinois
$1.85B +$12.3M +0.7% 2.73% 89.8% 1,834 10.2% 4.4
Quinn Opportunity Partners
1227
Quinn Opportunity Partners
Virginia
$1.85B -$305M -14% 1.9% 83.1% 434 32.72% 1.2
Parcion Private Wealth
1228
Parcion Private Wealth
Washington
$1.85B +$47.8M +3% 1.48% 114% 616 23.21% 2
1900 Wealth Management
1229
1900 Wealth Management
Texas
$1.84B +$48.8M +3% 0.38% 61% 403 24.57% 2.5
Granite Investment Partners
1230
Granite Investment Partners
California
$1.84B -$112M -6% 0.1% 138% 302 18.54% 4.8
OCMI
1231
Oaktop Capital Management II
New Jersey
$1.83B -$516M -22% 20.2% 364% 16 12.5% 7.5
Vanguard National Trust
1232
Vanguard National Trust
Pennsylvania
$1.83B -$1.9M -0.1% 0.79% – 847 9.68% 0.4
Investure LLC
1233
Investure LLC
Virginia
$1.83B +$232M +15% 0.04% 65.9% 18 11.11% 5.3
Private Wealth Asset Management
1234
Private Wealth Asset Management
Iowa
$1.83B +$793M +76% 3.03% – 1,168 60.7% 0.9
Legacy Private Trust
1235
Legacy Private Trust
Wisconsin
$1.83B +$22.3M +1% 1.19% 71.1% 276 5.07% 6.2
Empire Life Investments
1236
Empire Life Investments
Ontario, Canada
$1.83B +$34.1M +2% 4.35% 103% 122 18.85% 3.6
Anson Funds Management
1237
Anson Funds Management
Texas
$1.82B +$140M +8% 5.52% 2,121% 229 58.95% 0.5
Algebris (UK)
1238
Algebris (UK)
United Kingdom
$1.82B +$305M +20% 6.1% 17% 93 44.09% 0.7
Heck Capital Advisors
1239
Heck Capital Advisors
Wisconsin
$1.82B +$149M +9% 0.09% 67% 261 26.44% 3.1
Bar Harbor Wealth Management
1240
Bar Harbor Wealth Management
New Hampshire
$1.82B -$39.5M -2% 1.19% 85% 293 11.6% 6.9
Willis Johnson & Associates
1241
Willis Johnson & Associates
Texas
$1.82B +$24.3M +1% 0.31% 55.9% 112 11.61% 3.6
HITE Hedge Asset Management
1242
HITE Hedge Asset Management
Massachusetts
$1.82B -$9.04M -0.5% 5.9% 43.6% 178 58.43% 0.8
Franklin Street Advisors
1243
Franklin Street Advisors
North Carolina
$1.82B +$27M +2% 5.94% 130% 190 20.53% 6.7
Saratoga Research & Investment Management
1244
Saratoga Research & Investment Management
California
$1.82B -$11.8M -0.6% 2.08% 65.1% 46 4.35% 7
First American Bank
1245
First American Bank
Illinois
$1.81B +$22.4M +1% 4.48% 114% 216 7.41% 5.5
Frank Rimerman Advisors
1246
Frank Rimerman Advisors
California
$1.81B +$44.5M +3% 3.4% 149% 642 10.12% 2.2
Cantor Fitzgerald Investment Advisors
1247
Cantor Fitzgerald Investment Advisors
New York
$1.81B +$328M +22% 5.22% 73.4% 237 25.74% 3.4
Sage Financial Group
1248
Sage Financial Group
Pennsylvania
$1.81B +$32.9M +2% 0.93% 67% 120 11.67% 4.9
Triad Wealth Partners
1249
Triad Wealth Partners
Kansas
$1.81B +$112M +7% 1.43% – 611 17.35% 1
Fidelis Capital Partners
1250
Fidelis Capital Partners
Florida
$1.81B +$71.5M +4% 2.74% 126% 603 15.59% 2.1