We are live on !
Find out more
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, 1,881 funds (~21%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Upper Left Wealth Management
Tampa,
Florida
| $193M | +$12.3M | +7% | 2.4% | 52.7% | 79 | 21.52% | 3.2 |
|
| 1352 |
1352
Martin Capital Advisors
San Antonio,
Texas
| $193M | +$1.92M | +1% | 3.66% | 140% | 78 | 5.13% | 3.7 |
|
| 1353 |
1353
Clark Wealth Partners
O'fallon,
Illinois
| $193M | +$15.5M | +9% | 0.78% | – | 1,076 | 48.61% | 0.7 |
|
| 1354 |
1354
ROI Financial Advisors
Beaverton,
Oregon
| $193M | -$730K | -0.4% | 2.39% | 165% | 74 | 8.11% | 2 |
|
| 1355 |
TCM
1355
Thoma Capital Management
Towson,
Maryland
| $191M | +$3.78M | +2% | 1.29% | – | 56 | 8.93% | 1.5 |
|
| 1356 |
1356
Emergent Wealth Advisors
Williamsville,
New York
| $191M | -$1.18M | -0.6% | 0.27% | 74.2% | 128 | 7.81% | 1.8 |
|
| 1357 |
1357
Compass Planning Associates
Greenfield,
Massachusetts
| $191M | +$6.18M | +3% | 1.38% | – | 37 | 16.22% | 1.2 |
|
| 1358 |
1358
Persium Advisors
Atlanta,
Georgia
| $191M | +$37.7M | +25% | 2.48% | – | 77 | 19.48% | 1.3 |
|
| 1359 |
1359
Magnolia Wealth Management
Dothan,
Alabama
| $191M | -$91.3K | -0% | 1.26% | 48.7% | 17 | 11.76% | 2.9 |
|
| 1360 |
1360
Cooper Investors
Melbourne, Victoria,
Australia
| $190M | -$27.3M | -13% | 4.03% | 57.5% | 43 | 23.26% | 1.6 |
|
| 1361 |
1361
Clayton Financial Group
St. Louis,
Missouri
| $190M | +$9.5M | +5% | 1.21% | 69.8% | 304 | 78.62% | 0.4 |
|
| 1362 |
1362
BayBridge Capital Group
Pleasanton,
California
| $190M | -$2.01M | -1% | 1.24% | 78.5% | 111 | 26.13% | 1.7 |
|
| 1363 |
1363
OceanIQ Capital
Palo Alto,
California
| $190M | +$24.3M | +15% | 8.32% | – | 125 | 30.4% | 0.2 |
|
| 1364 |
1364
Millennium Capital Advisors
Little Rock,
Arkansas
| $190M | +$6.26M | +3% | 5.63% | 134% | 143 | 8.39% | 3 |
|
| 1365 |
1365
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $189M | +$7.75M | +4% | 0.01% | – | 933 | 16.18% | 1 |
|
| 1366 |
BC
1366
Bulwark Capital
Fernandina Beach,
Florida
| $189M | +$11.3M | +6% | 0.94% | – | 112 | 11.61% | 1.1 |
|
| 1367 |
1367
Bay Capital Advisors
Virginia Beach,
Virginia
| $189M | +$2.42M | +1% | 0.6% | – | 111 | 6.31% | 1.6 |
|
| 1368 |
HCM
1368
Horrell Capital Management
Little Rock,
Arkansas
| $189M | -$30M | -14% | 4.1% | 55.6% | 205 | 8.29% | 7.3 |
|
| 1369 |
1369
Atmos Advisory
Pittsburgh,
Pennsylvania
| $188M | -$3.51M | -2% | 2.67% | 31.9% | 21 | 4.76% | 4.5 |
|
| 1370 |
1370
FFG Retirement Advisors
Centennial,
Colorado
| $188M | -$1.08M | -0.6% | 2.14% | 43.4% | 48 | 27.08% | 1.8 |
|
| 1371 |
1371
Dynamic Wealth Strategies
Granite Bay,
California
| $188M | -$19.1K | -0% | 0.14% | 52.2% | 305 | 6.89% | 1.5 |
|
| 1372 |
1372
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $188M | -$2.82M | -1% | 1.34% | – | 122 | 4.92% | 1.5 |
|
| 1373 |
TA
1373
TPG Advisors
Northfield,
Illinois
| $187M | +$5.03M | +3% | 0.9% | – | 120 | 5.83% | 1.7 |
|
| 1374 |
1374
Zynergy Retirement Planning
Red Bank,
New Jersey
| $187M | +$2.82M | +2% | 2.51% | – | 26 | 3.85% | 2.2 |
|
| 1375 |
BF
1375
Baring Financial
Bellingham,
Washington
| $187M | +$5.44M | +3% | 2.4% | – | 92 | 15.22% | 1.3 |
|