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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, 2,069 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
BC
1501
Bulwark Capital
Fernandina Beach,
Florida
| $189M | +$11.3M | +6% | 0.94% | – | 112 | 11.61% | 1.1 |
|
| 1502 |
1502
Bay Capital Advisors
Virginia Beach,
Virginia
| $189M | +$2.42M | +1% | 0.6% | – | 111 | 6.31% | 1.6 |
|
| 1503 |
HCM
1503
Horrell Capital Management
Little Rock,
Arkansas
| $189M | -$30M | -14% | 4.1% | 55.6% | 205 | 8.29% | 7.3 |
|
| 1504 |
1504
Rolek Wealth Management
Berwyn,
Pennsylvania
| $188M | +$9.9M | +6% | 1.8% | – | 24 | 4.17% | 1.2 |
|
| 1505 |
1505
Atmos Advisory
Pittsburgh,
Pennsylvania
| $188M | -$3.51M | -2% | 2.67% | 31.9% | 21 | 4.76% | 4.5 |
|
| 1506 |
1506
FFG Retirement Advisors
Centennial,
Colorado
| $188M | -$1.08M | -0.6% | 2.14% | 43.4% | 48 | 27.08% | 1.8 |
|
| 1507 |
1507
Dynamic Wealth Strategies
Granite Bay,
California
| $188M | -$19.1K | -0% | 0.14% | 52.2% | 305 | 6.89% | 1.5 |
|
| 1508 |
1508
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $188M | -$2.82M | -1% | 1.34% | – | 122 | 4.92% | 1.5 |
|
| 1509 |
TA
1509
TPG Advisors
Northfield,
Illinois
| $187M | +$5.03M | +3% | 0.9% | – | 120 | 5.83% | 1.7 |
|
| 1510 |
1510
Zynergy Retirement Planning
Red Bank,
New Jersey
| $187M | +$2.82M | +2% | 2.51% | – | 26 | 3.85% | 2.2 |
|
| 1511 |
BF
1511
Baring Financial
Bellingham,
Washington
| $187M | +$5.44M | +3% | 2.4% | – | 92 | 15.22% | 1.3 |
|
| 1512 |
1512
LeConte Wealth Management
Maryville,
Tennessee
| $187M | +$3.6M | +2% | 1.73% | – | 212 | 22.64% | 0.8 |
|
| 1513 |
1513
Farrell Financial
Orchard Park,
New York
| $187M | +$1.98M | +1% | 0.91% | 57.8% | 84 | 4.76% | 2.1 |
|
| 1514 |
1514
Stillwater Wealth Management Group
Juno Beach,
Florida
| $187M | +$7.1M | +4% | 2.81% | – | 78 | 16.67% | 1.4 |
|
| 1515 |
1515
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| $187M | +$5.2M | +3% | 3.59% | – | 164 | 28.05% | 0.8 |
|
| 1516 |
1516
General Partner Inc
Pittsburgh,
Pennsylvania
| $187M | +$751K | +0.4% | 1.97% | 83.1% | 171 | 4.09% | 3 |
|
| 1517 |
GCA
1517
Gallagher Capital Advisors
Argyle,
Texas
| $187M | +$11.6M | +7% | 9.79% | – | 77 | 15.58% | 1.1 |
|
| 1518 |
1518
Granite FO LLC
Bedford,
New Hampshire
| $186M | -$2.88M | -2% | 0.91% | 112% | 172 | 0.58% | 2.4 |
|
| 1519 |
1519
Investment Partners Asset Management
Metuchen,
New Jersey
| $186M | +$5.64M | +3% | 3.26% | 86.1% | 178 | 5.06% | 2.1 |
|
| 1520 |
BWM
1520
BCO Wealth Management
Carlsbad,
New Mexico
| $185M | +$2.11M | +1% | 1.23% | – | 45 | 6.67% | 1.5 |
|
| 1521 |
1521
Flavin Financial Services
Melbourne,
Florida
| $185M | +$9.7M | +6% | 2.13% | – | 83 | 9.64% | 1.3 |
|
| 1522 |
1522
WinCap Financial
Boston,
Massachusetts
| $185M | -$166K | -0.1% | 1.47% | – | 93 | 9.68% | 1.3 |
|
| 1523 |
1523
GEN Financial Management
Plymouth,
Minnesota
| $185M | +$17.9M | +11% | 0.32% | – | 59 | 32.2% | 0.9 |
|
| 1524 |
1524
BAM Wealth Management
Lakewood,
Colorado
| $185M | +$25M | +16% | 0.99% | – | 217 | 30.41% | 0.6 |
|
| 1525 |
PVAMC
1525
PPS&V Asset Management Consultants
Portage,
Michigan
| $185M | -$484K | -0.3% | 1.43% | 80.7% | 41 | 7.32% | 3.1 |
|