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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
VH
2026
V3 Holding
Rye,
New York
| $894M | -$535M | -37% | 35.4% | – | 1 | 0% | 1.8 |
|
| 2027 |
2027
Meridian Wealth Advisors
Austin,
Texas
| $893M | +$12.9M | +1% | 4.16% | 91.2% | 229 | 13.97% | 4.3 |
|
| 2028 |
2028
TFC Financial Management
Boston,
Massachusetts
| $893M | -$9.5M | -1% | 1.13% | 66.9% | 1,096 | 10.13% | 3 |
|
| 2029 |
2029
LexAurum Advisors
Overland Park,
Kansas
| $893M | +$26.8M | +3% | 0.64% | – | 445 | 9.66% | 3.4 |
|
| 2030 |
2030
High Probability Advisors
Pittsford,
New York
| $892M | -$42.9M | -5% | 1.42% | 52.6% | 78 | 12.82% | 3.3 |
|
| 2031 |
MO
2031
McMillan Office
St. Clair Shores,
Michigan
| $892M | +$20.8M | +2% | 5.49% | – | 526 | 7.41% | 0.7 |
|
| 2032 |
2032
Caledonia Investments plc (UK)
London England,
United Kingdom
| $890M | +$6.93M | +0.8% | 4.29% | 61.9% | 15 | 0% | 6.7 |
|
| 2033 |
2033
Slow Capital
Greenbrae,
California
| $890M | +$33.2M | +4% | 9.42% | 156% | 113 | 4.42% | 5.3 |
|
| 2034 |
2034
Baxter Bros Inc
Riverside,
Connecticut
| $889M | +$24.9M | +3% | 4.96% | 84.1% | 180 | 6.11% | 6 |
|
| 2035 |
2035
Knightsbridge Asset Management
Newport Beach,
California
| $888M | +$126M | +17% | 2.12% | 156% | 386 | 30.83% | 1.6 |
|
| 2036 |
2036
Capital Advisors Wealth Management
Yakima,
Washington
| $888M | +$36.2M | +4% | 1.44% | 70.5% | 243 | 9.05% | 2.7 |
|
| 2037 |
2037
Abacus Wealth Partners
Santa Monica,
California
| $886M | -$65.4M | -7% | 1.1% | 49.5% | 354 | 19.21% | 1.5 |
|
| 2038 |
2038
1834 Investment Advisors
Milwaukee,
Wisconsin
| $886M | +$3.13M | +0.4% | 1.14% | 68.7% | 238 | 13.87% | 5.7 |
|
| 2039 |
2039
Cannon Financial Strategists
Athens,
Georgia
| $885M | +$6.18M | +0.7% | 1.1% | 56.7% | 139 | 6.47% | 3.3 |
|
| 2040 |
2040
TCP Asset Management
Columbus,
Ohio
| $885M | +$2.41M | +0.3% | 0.15% | 65% | 153 | 13.73% | 1.8 |
|
| 2041 |
2041
Apollon Financial
Mount Pleasant,
South Carolina
| $883M | +$35.8M | +4% | 1.29% | 103% | 318 | 10.38% | 1.7 |
|
| 2042 |
2042
SeaCrest Wealth Management
Purchase,
New York
| $883M | -$20.3M | -2% | 2.4% | 153% | 586 | 12.97% | 4.9 |
|
| 2043 |
2043
Fractal Investments
Glastonbury,
Connecticut
| $883M | +$15.8M | +2% | 0.27% | 74.2% | 86 | 16.28% | 2.5 |
|
| 2044 |
2044
Vision Capital Management
Portland,
Oregon
| $882M | +$5.62M | +0.6% | 2.53% | 78.4% | 161 | 9.32% | 4.9 |
|
| 2045 |
2045
Kapitalo Investimentos
Sao Paulo,
Brazil
| $881M | -$696M | -44% | 3.56% | 66.5% | 81 | 58.02% | 0.8 |
|
| 2046 |
2046
Mar Vista Investment Partners
Los Angeles,
California
| $881M | -$124M | -12% | 3.02% | 88.1% | 33 | 0% | 6.1 |
|
| 2047 |
2047
FJ Capital Management
Mclean,
Virginia
| $881M | +$110M | +14% | 4.34% | 80% | 201 | 64.18% | 0.7 |
|
| 2048 |
2048
Inspirion Wealth Advisors
Libertyville,
Illinois
| $880M | +$6.9M | +0.8% | 1.07% | 52.5% | 200 | 11.5% | 4.6 |
|
| 2049 |
2049
Parkside Investments
Deerfield,
Illinois
| $879M | -$23M | -3% | 1.16% | 70.4% | 99 | 12.12% | 4.4 |
|
| 2050 |
2050
Bernicke Wealth Management
Altoona,
Wisconsin
| $878M | +$16.2M | +2% | 0.99% | – | 118 | 13.56% | 3.6 |
|