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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, 7,143 funds (~80%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Estate Counselors
1726
Estate Counselors
Wisconsin
$1.12B -$45.1M -4% 1.45% 61.3% 114 41.23% 1.1
Taiyo Life Insurance Company
1727
Taiyo Life Insurance Company
Japan
$1.12B +$24M +2% 2.22% 90.5% 11 0% 4.9
Henry H. Armstrong Associates
1728
Henry H. Armstrong Associates
Pennsylvania
$1.12B +$85.6M +8% 11% 70% 65 7.69% 8.2
Ullmann Wealth Partners Group
1729
Ullmann Wealth Partners Group
Florida
$1.12B +$15.5M +1% 0.12% 68% 200 18% 3.5
Azzad Asset Management
1730
Azzad Asset Management
Virginia
$1.11B -$14.1M -1% 3.57% 118% 366 10.93% 2.6
Tower Bridge Advisors
1731
Tower Bridge Advisors
Pennsylvania
$1.11B +$6.01M +0.5% 3.92% 90% 227 6.61% 6.2
Great Waters Wealth Management
1732
Great Waters Wealth Management
Minnesota
$1.11B +$32.7M +3% 1.7% 49% 133 6.02% 2.7
PGCM
1733
Prescott Group Capital Management
Oklahoma
$1.11B -$46.7M -4% 4.45% 135% 312 11.54% 2.6
Trivium Point Advisory
1734
Trivium Point Advisory
Connecticut
$1.11B +$7.18M +0.7% 1.9% 116% 391 15.86% 2.7
Legato Capital Management
1735
Legato Capital Management
California
$1.11B -$97.7M -8% 2.41% 252% 839 38.86% 1.4
Clean Energy Transition
1736
Clean Energy Transition
United Kingdom
$1.11B -$328M -23% 9.95% 119% 16 43.75% 2
Beacon Financial Group
1737
Beacon Financial Group
Texas
$1.11B +$7.87M +0.7% 1.36% 66.6% 402 10.45% 4.5
Euro Pacific Asset Management
1738
Euro Pacific Asset Management
Puerto Rico
$1.11B +$227M +26% 13.6% 172% 114 19.3% 3.2
United Services Automobile Association
1739
United Services Automobile Association
Texas
$1.11B -$133M -11% 3.35% 30.6% 17 11.76% 8.3
Clarkston Capital Partners
1740
Clarkston Capital Partners
Michigan
$1.1B -$79.1M -7% 6.01% 24.2% 101 9.9% 5.4
MV Capital Management
1741
MV Capital Management
Maryland
$1.1B -$25.1M -2% 1.09% 73.3% 1,324 6.87% 4
Cypress Capital Group
1742
Cypress Capital Group
Florida
$1.1B +$29M +3% 5.09% 111% 329 12.16% 5.3
Golden State Wealth Management
1743
Golden State Wealth Management
California
$1.1B +$3.02M +0.3% 0.98% – 1,677 9.12% 2.2
Arrow Financial
1744
Arrow Financial
New York
$1.1B -$20.5M -2% 0.92% 71.1% 167 5.99% 8.9
Tributary Capital Management
1745
Tributary Capital Management
Nebraska
$1.09B -$122M -10% 2.27% 82.6% 215 39.07% 3.5
Capital Investment Services of America
1746
Capital Investment Services of America
Wisconsin
$1.09B +$71.5M +7% 10.4% 74.2% 86 4.65% 7.5
American National Bank & Trust
1747
American National Bank & Trust
Texas
$1.09B -$78.7M -7% 1.62% 102% 651 8.14% 3.6
Absolute Investment Advisers
1748
Absolute Investment Advisers
Florida
$1.09B +$56.8M +5% 0.72% 0.5% 145 33.79% 0.9
CC
1749
Cornerstone Capital
California
$1.09B -$30.4M -3% 3.21% 102% 121 10.74% 6.3
V-Square Quantitative Management
1750
V-Square Quantitative Management
Illinois
$1.09B +$36.9M +4% 2.76% 111% 767 11.47% 1.2