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