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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Blueprint Financial Advisors
Greensboto,
North Carolina
| $936M | +$36.1M | +4% | 2.12% | – | 163 | 26.38% | 0.7 |
|
| 1952 |
CC
1952
Copos Capital
Luxembourg,
| $936M | +$196M | +26% | 2.91% | – | 65 | 43.08% | 0.4 |
|
| 1953 |
1953
Devon Energy
Houston,
Texas
| $936M | -$657M | -41% | 36.4% | – | 2 | 0% | 0.4 |
|
| 1954 |
1954
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $935M | +$6.06M | +0.7% | 5.09% | 174% | 279 | 9.68% | 5.2 |
|
| 1955 |
1955
Arista Wealth Management
Las Vegas,
Nevada
| $935M | +$7.98M | +0.9% | 0.71% | 67% | 299 | 22.41% | 1.2 |
|
| 1956 |
1956
Griffin Asset Management
New York
| $934M | -$14.5M | -2% | 2.09% | 88.9% | 264 | 16.29% | 5.3 |
|
| 1957 |
1957
Gladstone Capital Management
London,
United Kingdom
| $934M | -$77.3M | -8% | 3.76% | 327% | 42 | 14.29% | 1.4 |
|
| 1958 |
GA
1958
GFS Advisors
Houston,
Texas
| $933M | -$15.1M | -2% | 2.25% | 109% | 326 | 57.06% | 2.4 |
|
| 1959 |
1959
Community Bank
Dewitt,
New York
| $933M | +$6.92M | +0.7% | 2.63% | 86.3% | 578 | 9.69% | 5.3 |
|
| 1960 |
1960
Burton Enright Welch
Walnut Creek,
California
| $932M | +$80.9M | +10% | 0.11% | 66.6% | 174 | 22.99% | 2.2 |
|
| 1961 |
1961
KTF Investments
Seal Beach,
California
| $932M | -$57.1M | -6% | 4.12% | – | 96 | 10.42% | 0.7 |
|
| 1962 |
1962
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $932M | -$77.2M | -8% | 3.88% | 73.1% | 808 | 15.72% | 1.9 |
|
| 1963 |
1963
Greatmark Investment Partners
Columbus,
Georgia
| $931M | +$24.8M | +3% | 5.01% | 72.5% | 161 | 6.83% | 6.3 |
|
| 1964 |
1964
River Wealth Advisors
Camp Hill,
Pennsylvania
| $931M | -$25M | -3% | 2.23% | 90.5% | 222 | 9.91% | 6.7 |
|
| 1965 |
1965
Sky Investment Group
Hartford,
Connecticut
| $931M | +$294M | +46% | 4.19% | 81.4% | 274 | 54.01% | 3.5 |
|
| 1966 |
1966
Rakuten Group
Setagaya-Ku, Tokyo,
Japan
| $930M | -$452M | -33% | 32.9% | – | 6 | 16.67% | 0.5 |
|
| 1967 |
1967
XY Planning Network
Bozeman,
Montana
| $929M | +$132M | +17% | 0.13% | – | 396 | 18.18% | 0.8 |
|
| 1968 |
1968
Perseverance Asset Management International
George Town,
Cayman Islands
| $929M | -$49.7M | -5% | 4.05% | 101% | 25 | 40% | 1.4 |
|
| 1969 |
VCM
1969
Violich Capital Management
San Francisco,
California
| $927M | +$7.39M | +0.8% | 4.52% | 111% | 125 | 12% | 7.1 |
|
| 1970 |
1970
Compass Financial Management
Tampa,
Florida
| $926M | +$97.3M | +12% | 3.84% | – | 1,819 | 20.18% | 0.2 |
|
| 1971 |
1971
Catalyst Funds Management
Sydney NSW,
Australia
| $926M | -$858M | -48% | 4.65% | – | 859 | 54.02% | 0.4 |
|
| 1972 |
1972
Harvey Investment Company
Louisville,
Kentucky
| $926M | +$7.88M | +0.9% | 1.62% | 56.4% | 103 | 6.8% | 9.1 |
|
| 1973 |
CFGSD
1973
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $922M | +$50.6M | +6% | 0.55% | 72% | 127 | 11.81% | 2.6 |
|
| 1974 |
1974
KFG Wealth Management
Granger,
Indiana
| $922M | +$36.1M | +4% | 0.81% | 55.9% | 232 | 9.48% | 2.1 |
|
| 1975 |
1975
CVFG LLC
Shelbyville,
Indiana
| $922M | -$30.6M | -3% | 0.01% | – | 270 | 14.81% | 0.9 |
|