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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, 4,403 funds (~49%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $557M | +$39.2M | +8% | 3.52% | 116% | 22 | 22.73% | 2.9 |
|
| 1527 |
1527
Noble Family Wealth
Clearwater,
Florida
| $556M | -$2.77M | -0.5% | 1.5% | 60% | 75 | 1.33% | 2.9 |
|
| 1528 |
1528
Abel Hall LLC
Baton Rouge,
Louisiana
| $556M | -$23.1M | -4% | 1.98% | 133% | 1,068 | 27.25% | 0.8 |
|
| 1529 |
1529
J. Derek Lewis & Associates
Newport Beach,
California
| $555M | +$25.5M | +5% | 0.23% | – | 248 | 18.55% | 0.6 |
|
| 1530 |
ACM
1530
Aljian Capital Management
Carson City,
Nevada
| $554M | +$14.2M | +3% | 5.27% | 162% | 138 | 8.7% | 2.8 |
|
| 1531 |
1531
WESPAC Advisors SoCal
Pasadena,
California
| $553M | -$7.14M | -1% | 1.28% | 135% | 127 | 10.24% | 2.8 |
|
| 1532 |
NAMP
1532
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $553M | +$22.1M | +4% | 5.23% | 90.2% | 266 | 7.89% | 4.3 |
|
| 1533 |
1533
Kozak & Associates
Highlands Ranch,
Colorado
| $553M | -$23.4M | -4% | 3.08% | 111% | 449 | 16.48% | 3.4 |
|
| 1534 |
1534
Contravisory Investment Management
Norwell,
Massachusetts
| $552M | -$14.5M | -3% | 0.69% | 135% | 497 | 30.78% | 1.5 |
|
| 1535 |
1535
Wiser Wealth Management
Marietta,
Georgia
| $550M | +$27.6M | +5% | 1.23% | 53% | 82 | 19.51% | 2.3 |
|
| 1536 |
MWM
1536
Mascoma Wealth Management
Hanover,
New Hampshire
| $550M | +$10.8M | +2% | 0.71% | 43.7% | 676 | 27.37% | 3.4 |
|
| 1537 |
1537
Lantz Financial
Naperville,
Illinois
| $549M | +$3.19M | +0.6% | 1.47% | 74.3% | 272 | 9.19% | 3.7 |
|
| 1538 |
YLHM
1538
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $549M | +$21.6M | +4% | 5.78% | 144% | 94 | 12.77% | 2.3 |
|
| 1539 |
1539
Leverty Financial Group
Hudson,
Wisconsin
| $549M | +$34.4M | +7% | 0.35% | 57.3% | 51 | 9.8% | 2.5 |
|
| 1540 |
1540
Harbour Capital Advisors
Tysons Corner,
Virginia
| $548M | -$676K | -0.1% | 0.19% | 168% | 335 | 23.58% | 3.2 |
|
| 1541 |
1541
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $548M | +$18.1M | +3% | 1.71% | 70.7% | 248 | 14.92% | 2.1 |
|
| 1542 |
1542
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $548M | +$17.9M | +3% | 0.12% | 60.6% | 187 | 12.83% | 2.1 |
|
| 1543 |
1543
Bricktown Capital
Detroit,
Michigan
| $548M | -$5.88M | -1% | 0.23% | 46.2% | 30 | 6.67% | 2.3 |
|
| 1544 |
1544
Chemung Canal Trust
Elmira,
New York
| $547M | +$5.51M | +1% | 2.94% | 93.4% | 116 | 6.9% | 8.6 |
|
| 1545 |
1545
Acumen Wealth Advisors
Chattanooga,
Tennessee
| $546M | +$74.4M | +16% | 1.49% | – | 738 | 39.02% | 0.4 |
|
| 1546 |
1546
MBM Wealth Consultants
Chesterfield,
Missouri
| $546M | +$27.1M | +5% | 0.7% | 57.1% | 125 | 6.4% | 4.2 |
|
| 1547 |
1547
Global Wealth Strategies & Associates
Denver,
Colorado
| $546M | +$18M | +3% | 0% | 68.7% | 115 | 16.52% | 2.3 |
|
| 1548 |
1548
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| $545M | +$3.22M | +0.6% | 6.52% | 93.1% | 221 | 10.41% | 2 |
|
| 1549 |
1549
Scissortail Wealth Management
Tulsa,
Oklahoma
| $545M | +$25.6M | +5% | 3.38% | 71.9% | 119 | 13.45% | 1.9 |
|
| 1550 |
1550
Moller Wealth Partners
| $545M | -$7.66M | -1% | 1.51% | 44.1% | 77 | 14.29% | 6.6 |
|