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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, 1,731 funds (~19%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 151 |
151
Ninety One
Cape Town,
South Africa
| $2B | +$151M | +8% | 11.7% | 232% | 121 | 23.97% | 2.8 |
|
| 152 |
152
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.99B | +$113M | +6% | 1.24% | 73.7% | 402 | 16.67% | 3.6 |
|
| 153 |
153
Turtle Creek Wealth Advisors
Dallas,
Texas
| $1.98B | +$87.3M | +5% | 3.77% | 112% | 555 | 16.22% | 1.1 |
|
| 154 |
154
Willis Investment Counsel
Gainesville,
Georgia
| $1.97B | -$129M | -6% | 5.09% | 65.3% | 132 | 8.33% | 5.5 |
|
| 155 |
155
PFG Advisors
Phoenix,
Arizona
| $1.96B | -$19.1M | -1% | 0.16% | 82.7% | 848 | 16.98% | 2.7 |
|
| 156 |
156
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.96B | +$24.2M | +1% | 0.05% | 63.2% | 333 | 5.71% | 5.2 |
|
| 157 |
157
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.95B | +$38M | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|
| 158 |
158
Atwood & Palmer
Kansas City,
Missouri
| $1.95B | +$72.5M | +4% | 2.52% | 90% | 522 | 9.77% | 5.5 |
|
| 159 |
159
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.93B | +$31.6M | +2% | 3.94% | 142% | 278 | 9.71% | 5.5 |
|
| 160 |
160
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.91B | -$25.5M | -1% | 3.19% | 99.5% | 286 | 9.09% | 6.7 |
|
| 161 |
161
Cacti Asset Management
Atlanta,
Georgia
| $1.89B | -$100M | -5% | 1.79% | 171% | 79 | 3.8% | 9.5 |
|
| 162 |
162
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.87B | +$123M | +7% | 9.27% | 121% | 129 | 6.98% | 8.2 |
|
| 163 |
163
Trinity Street Asset Management
London,
United Kingdom
| $1.87B | -$73.9M | -4% | 4% | 76.9% | 25 | 12% | 2.6 |
|
| 164 |
164
1900 Wealth Management
San Antonio,
Texas
| $1.84B | +$48.8M | +3% | 0.38% | 61% | 403 | 24.57% | 2.5 |
|
| 165 |
165
Legacy Private Trust
Neenah,
Wisconsin
| $1.83B | +$22.3M | +1% | 1.19% | 71.1% | 276 | 5.07% | 6.2 |
|
| 166 |
166
Heck Capital Advisors
Rhinelander,
Wisconsin
| $1.82B | +$149M | +9% | 0.09% | 67% | 261 | 26.44% | 3.1 |
|
| 167 |
167
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.82B | +$27M | +2% | 5.94% | 130% | 190 | 20.53% | 6.7 |
|
| 168 |
168
Saratoga Research & Investment Management
Saratoga,
California
| $1.82B | -$11.8M | -0.6% | 2.08% | 65.1% | 46 | 4.35% | 7 |
|
| 169 |
169
Frank Rimerman Advisors
Palo Alto,
California
| $1.81B | +$44.5M | +3% | 3.4% | 149% | 642 | 10.12% | 2.2 |
|
| 170 |
170
Hamilton Capital
Columbus,
Ohio
| $1.78B | -$239M | -12% | 1.63% | – | 169 | 14.2% | 3 |
|
| 171 |
171
Portman Square Capital
London,
United Kingdom
| $1.77B | -$344M | -16% | 0.49% | 25.4% | 113 | 39.82% | 0.9 |
|
| 172 |
172
Valley Wealth Managers
Paramus,
New Jersey
| $1.76B | +$28.5M | +2% | 3.01% | 118% | 365 | 11.51% | 4.1 |
|
| 173 |
173
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.75B | -$18.9M | -1% | 1.73% | 51.4% | 26 | 0% | 7 |
|
| 174 |
174
Charles Schwab Trust
Henderson,
Nevada
| $1.73B | -$58.5M | -3% | 0.31% | 52.7% | 189 | 11.11% | 3.8 |
|
| 175 |
175
Howard Capital Management Group
Los Angeles,
California
| $1.73B | +$94.6M | +6% | 6.04% | 114% | 157 | 12.74% | 3.5 |
|