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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, 1,863 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
SummerHaven Investment Management
Stamford,
Connecticut
| $179M | -$7.72M | -4% | 4.81% | 150% | 323 | 78.33% | 0.7 |
|
| 1402 |
1402
Capstone Capital
Henderson,
Nevada
| $179M | +$3.63M | +2% | 0.32% | 62.8% | 27 | 11.11% | 2 |
|
| 1403 |
1403
Refined Wealth Management
Salt Lake City,
Utah
| $179M | +$12.9M | +8% | 6.91% | 99.6% | 50 | 6% | 2.6 |
|
| 1404 |
1404
Cox Capital Management
Andover,
Massachusetts
| $179M | -$1.14M | -0.6% | 2.04% | 106% | 84 | 15.48% | 3.2 |
|
| 1405 |
1405
Fjell Capital
Fargo,
North Dakota
| $178M | +$31.8M | +22% | 1.17% | – | 86 | 25.58% | 1.1 |
|
| 1406 |
1406
M.E. Allison & Co
San Antonio,
Texas
| $178M | +$4.58M | +3% | 1.12% | – | 201 | 7.46% | 1.4 |
|
| 1407 |
1407
Hartmann Taylor Wealth Management
Dallas,
Texas
| $178M | +$27.1M | +18% | 0.95% | – | 64 | 20.31% | 1.2 |
|
| 1408 |
1408
Strong Retirement Solutions
Silverdale,
Washington
| $178M | +$11.1M | +7% | 5.18% | – | 87 | 9.2% | 0.7 |
|
| 1409 |
1409
Ariston Services Group
San Diego,
California
| $178M | -$3.44M | -2% | 2.65% | 71.7% | 73 | 5.48% | 0.2 |
|
| 1410 |
1410
GK Wealth Management
Reno,
Nevada
| $178M | -$12.8M | -7% | 1.33% | – | 1,634 | 86.05% | 0 |
|
| 1411 |
1411
Wilkins Miller Wealth Management
Mobile,
Alabama
| $177M | -$4.76M | -3% | 0.2% | – | 99 | 8.08% | 1.5 |
|
| 1412 |
1412
Thor Investment Management
Cincinnati,
Ohio
| $177M | +$1.06M | +0.6% | 3.95% | 122% | 61 | 24.59% | 1.9 |
|
| 1413 |
1413
Five Pine Wealth Management
Coeur D Alene,
Idaho
| $177M | +$110K | +0.1% | 1.05% | – | 55 | 16.36% | 1.4 |
|
| 1414 |
1414
Ridgeline Wealth
Mesa,
Arizona
| $176M | +$5.48M | +3% | 0.75% | – | 63 | 7.94% | 1.3 |
|
| 1415 |
1415
Aurora Investment Managers
Naples,
Florida
| $176M | +$12.8M | +8% | 12.2% | 74.4% | 53 | 3.77% | 1.9 |
|
| 1416 |
1416
Andera Partners
Paris,
| $176M | -$30.8M | -15% | 0.51% | – | 8 | 12.5% | 0.6 |
|
| 1417 |
1417
Herbst Group
Westport,
Connecticut
| $176M | -$7.78M | -4% | 0.31% | 142% | 84 | 36.9% | 1.5 |
|
| 1418 |
1418
Orser Capital Management
Southlake,
Texas
| $176M | -$26M | -13% | 0.8% | 128% | 68 | 19.12% | 3.7 |
|
| 1419 |
1419
Southern Capital Services
Daphne,
Alabama
| $176M | -$2.61M | -1% | 1.15% | – | 31 | 9.68% | 0.7 |
|
| 1420 |
1420
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $175M | +$20.3M | +13% | 5.88% | – | 98 | 26.53% | 1.3 |
|
| 1421 |
1421
Cathy Pareto & Associates
Coral Gables,
Florida
| $175M | +$4.87M | +3% | 1.04% | – | 106 | 11.32% | 1.4 |
|
| 1422 |
1422
Salvus Wealth Management
Red Bank,
New Jersey
| $175M | -$3.1M | -2% | 1.69% | 108% | 137 | 12.41% | 3.2 |
|
| 1423 |
1423
OMC Financial Services
Dewitt,
New York
| $175M | -$127M | -42% | 8.93% | – | 63 | 53.97% | 2.2 |
|
| 1424 |
1424
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $175M | -$4.01M | -2% | 0.26% | 64.5% | 145 | 13.79% | 2.2 |
|
| 1425 |
SGH
1425
Sivik Global Healthcare
Greenwich,
Connecticut
| $175M | +$43.4M | +33% | 10.7% | 83.8% | 46 | 50% | 1.8 |
|