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