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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.
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
OTL
1751
Oak Thistle LLC
New York
| $1.09B | +$51M | +5% | 5.49% | 58.3% | 689 | 64.3% | 0.3 |
|
| 1752 |
1752
Victory Financial Group
Austin,
Texas
| $1.09B | +$132M | +14% | 0.96% | – | 476 | 23.95% | 1 |
|
| 1753 |
1753
Synergy Asset Management
Vancouver,
Washington
| $1.09B | +$24.4M | +2% | 4.94% | 113% | 350 | 41.14% | 1.1 |
|
| 1754 |
1754
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $1.08B | +$38.9M | +4% | 0.87% | 52.3% | 18 | 27.78% | 3.5 |
|
| 1755 |
TCM
1755
Tao Capital Management
San Francisco,
California
| $1.08B | -$856M | -44% | 8.49% | 286% | 7 | 28.57% | 4.4 |
|
| 1756 |
1756
NTV Asset Management
Charleston,
West Virginia
| $1.08B | +$60.8M | +6% | 3.26% | 110% | 345 | 12.17% | 6.2 |
|
| 1757 |
1757
Global Endowment Management
Charlotte,
North Carolina
| $1.08B | +$94.6M | +10% | 0.85% | 53.3% | 76 | 11.84% | 3.6 |
|
| 1758 |
1758
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $1.08B | +$12.7M | +1% | 0.06% | 61.5% | 188 | 9.57% | 3.9 |
|
| 1759 |
1759
Rational Advisors
Huntington,
New York
| $1.08B | -$13.4M | -1% | 1.68% | 39.2% | 212 | 21.7% | 1.9 |
|
| 1760 |
LWANC
1760
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $1.08B | +$42.1M | +4% | 2.46% | 71.1% | 737 | 72.86% | 1.5 |
|
| 1761 |
1761
Center for Financial Planning
Southfied,
Michigan
| $1.08B | +$5.79M | +0.5% | 0.44% | 64.4% | 873 | 28.06% | 3.3 |
|
| 1762 |
1762
Twin Focus Capital Partners
Boston,
Massachusetts
| $1.08B | +$92.5M | +9% | 7.99% | 112% | 179 | 13.97% | 4.8 |
|
| 1763 |
1763
NWF Advisory Services
Los Angeles,
California
| $1.07B | +$10.5M | +1% | 0.89% | 120% | 483 | 14.7% | 1.8 |
|
| 1764 |
1764
Jag Capital Management
St Louis,
Missouri
| $1.07B | +$5.06M | +0.5% | 9.06% | 269% | 167 | 17.37% | 3.7 |
|
| 1765 |
1765
Discerene Group
Stamford,
Connecticut
| $1.07B | +$184M | +21% | 6.2% | 37.1% | 14 | 14.29% | 3.9 |
|
| 1766 |
1766
Planning Center Inc
Moline,
Illinois
| $1.07B | +$13M | +1% | 0.84% | 42.4% | 90 | 12.22% | 2.9 |
|
| 1767 |
1767
Portland Global Advisors
Portland,
Maine
| $1.07B | +$20.2M | +2% | 0.1% | 48.8% | 159 | 8.81% | 6.6 |
|
| 1768 |
1768
Coastline Trust
Providence,
Rhode Island
| $1.07B | -$55.7M | -5% | 4.83% | 106% | 410 | 16.34% | 5.9 |
|
| 1769 |
1769
Leuthold Group
Minneapolis,
Minnesota
| $1.07B | +$76.8M | +8% | 4.52% | 138% | 271 | 23.62% | 1.8 |
|
| 1770 |
1770
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $1.07B | +$36.3M | +4% | 0.98% | 76.7% | 254 | 13.39% | 5.3 |
|
| 1771 |
1771
Intrua Financial
Houston,
Texas
| $1.07B | -$21.6M | -2% | 0.89% | 77.4% | 510 | 9.8% | 2.9 |
|
| 1772 |
1772
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $1.07B | -$3.37M | -0.3% | 0.97% | 47.7% | 208 | 8.17% | 5.3 |
|
| 1773 |
1773
Oak Harvest Investment Services
Houston,
Texas
| $1.07B | -$3.66M | -0.3% | 2.15% | 120% | 190 | 24.74% | 2.4 |
|
| 1774 |
1774
Catalyst Financial Partners
Boston,
Massachusetts
| $1.07B | +$59.2M | +6% | 2.11% | 110% | 455 | 14.95% | 2 |
|
| 1775 |
1775
Ranger Investment Management
Dallas,
Texas
| $1.07B | -$515M | -33% | 5.45% | 105% | 96 | 25% | 2.5 |
|