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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $995M | -$28.6M | -3% | 1.4% | 51.1% | 699 | 25.75% | 3.9 |
|
| 1877 |
1877
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $994M | -$10.5M | -1% | 0.99% | 117% | 224 | 7.14% | 6 |
|
| 1878 |
1878
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $994M | -$61.4M | -6% | 4.93% | 138% | 36 | 11.11% | 5 |
|
| 1879 |
1879
SJS Investment Consulting
Sylvania,
Ohio
| $993M | +$74.5M | +8% | 0.37% | 69.4% | 3,366 | 18.3% | 1.9 |
|
| 1880 |
ACM
1880
AIGH Capital Management
Baltimore,
Maryland
| $992M | -$595M | -37% | 9.01% | 3,026% | 53 | 32.08% | 0.9 |
|
| 1881 |
1881
Oarsman Capital
Milwaukee,
Wisconsin
| $990M | +$45.2M | +5% | 0.14% | 74.9% | 273 | 14.65% | 4.4 |
|
| 1882 |
1882
Periscope Capital
Toronto,
Ontario, Canada
| $990M | -$150M | -13% | 0.17% | 26.5% | 587 | 30.32% | 0.7 |
|
| 1883 |
1883
Elyxium Wealth
San Mateo,
California
| $989M | +$37M | +4% | 2.91% | – | 1,479 | 79.78% | 0.2 |
|
| 1884 |
1884
HORAN Wealth
Cincinnati,
Ohio
| $988M | +$188M | +23% | 2.02% | – | 362 | 43.37% | 0.6 |
|
| 1885 |
1885
Jamison Private Wealth Management
Milton,
Georgia
| $988M | -$2.84M | -0.3% | 0.8% | 130% | 234 | 5.98% | 2.3 |
|
| 1886 |
1886
Capital Advisors Ltd
Shaker Heights,
Ohio
| $987M | -$3.76M | -0.4% | 0.67% | 61.1% | 1,687 | 12.8% | 4.2 |
|
| 1887 |
1887
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $987M | -$28.4M | -3% | 1% | 116% | 452 | 19.47% | 2 |
|
| 1888 |
1888
Foguth Wealth Management
Brighton,
Michigan
| $986M | +$107M | +12% | 0.3% | – | 239 | 15.9% | 1.4 |
|
| 1889 |
1889
Romano Brothers & Co
Evanston,
Illinois
| $985M | -$9.5M | -1% | 1.37% | 110% | 345 | 8.12% | 3.2 |
|
| 1890 |
AAA
1890
Adams Asset Advisors
Dallas,
Texas
| $984M | +$103M | +12% | 9.2% | 66.8% | 94 | 6.38% | 5.4 |
|
| 1891 |
1891
Southeast Asset Advisors
Thomasville,
Georgia
| $983M | -$1.42M | -0.1% | 0.63% | 90.4% | 248 | 13.31% | 4 |
|
| 1892 |
1892
Hanson & Doremus Investment Management
Burlington,
Vermont
| $982M | -$949K | -0.1% | 0.2% | 86.3% | 513 | 9.55% | 6.7 |
|
| 1893 |
1893
Eclipse Ventures
Palo Alto,
California
| $981M | -$1.59B | -62% | 19.2% | – | 3 | 33.33% | 1.7 |
|
| 1894 |
1894
L. Roy Papp & Associates
Phoenix,
Arizona
| $981M | +$29.6M | +3% | 5.58% | 80.1% | 200 | 7% | 7.4 |
|
| 1895 |
1895
Aviance Capital Partners
Naples,
Florida
| $979M | +$15.8M | +2% | 3.23% | 109% | 402 | 7.21% | 5 |
|
| 1896 |
1896
Premier Fund Managers
Guildford,
United Kingdom
| $978M | -$126M | -11% | 1.37% | 62.7% | 203 | 31.53% | 2.2 |
|
| 1897 |
1897
First Pacific Financial
Vancouver,
Washington
| $978M | +$138M | +16% | 0.85% | 53.6% | 559 | 12.52% | 2.2 |
|
| 1898 |
1898
Destiny Wealth Partners
Tavares,
Florida
| $978M | +$269M | +38% | 1.17% | 70.4% | 282 | 42.91% | 1.9 |
|
| 1899 |
1899
LVZ Inc
Holland,
Michigan
| $975M | -$9.31M | -0.9% | 0.41% | 52.9% | 183 | 12.02% | 3.4 |
|
| 1900 |
1900
Ramirez Asset Management
New York
| $974M | +$14.2M | +1% | 2.81% | 91.7% | 436 | 22.48% | 1.7 |
|