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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, 2,146 funds (~24%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $84.1M | -$33.8M | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 2077 |
2077
Centennial Advisors
Austin,
Texas
| $83.7M | -$139K | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 2078 |
2078
Pensionfund Sabic
Sittard,
Netherlands
| $82.9M | -$10.6M | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 2079 |
WPA
2079
WIT Partners Advisory
Singapore
| $82.3M | -$131M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 2080 |
2080
ProCore Advisors
Newport Beach,
California
| $82.2M | +$1.44M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|
| 2081 |
2081
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $81.2M | -$106M | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 2082 |
2082
LDR Capital Management
New York
| $81M | -$5.69M | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|
| 2083 |
2083
Charis Legacy Partners
Bryan,
Texas
| $80.9M | -$420K | -0.5% | 2.02% | – | 29 | 3.45% | 1.4 |
|
| 2084 |
2084
Trium Capital
London,
United Kingdom
| $79.4M | -$83.1M | -51% | 8.97% | 215% | 73 | 54.79% | 0.7 |
|
| 2085 |
2085
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| $79.1M | -$3.97M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 2086 |
2086
Avory & Company
Miami,
Florida
| $78.9M | -$1.12M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 2087 |
2087
Alken Asset Management
London,
United Kingdom
| $78.5M | -$11.1M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 2088 |
2088
Stapp Wealth Management
Olympia,
Washington
| $77.2M | +$706K | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 2089 |
2089
Triad Investment Management
Newport Beach,
California
| $75.4M | -$15.3M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 2090 |
FCI
2090
Financial Counselors Inc
Overland Park,
Kansas
| $74M | +$1.32M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 2091 |
2091
Stronghold Wealth Management
Tampa,
Florida
| $72.4M | -$2.34M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 2092 |
2092
Lockerman Financial Group
Newport Beach,
California
| $69.7M | +$4.3M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 2093 |
2093
Andina Capital Management
Lehi,
Utah
| $69.4M | +$7.43M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|
| 2094 |
2094
Connective Portfolio Management
New York
| $66.9M | +$6.81M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 2095 |
2095
QP Wealth Management
Eatontown,
New Jersey
| $66.5M | -$3.6M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 2096 |
AP
2096
Arlington Partners
Birmingham,
Alabama
| $65.4M | +$10M | +18% | 1.31% | 46.4% | 64 | 95.31% | 1.3 |
|
| 2097 |
2097
Sullivan Wood Capital Management
Washington,
District of Columbia
| $65.2M | -$7.8M | -11% | 9.12% | – | 24 | 16.67% | 1 |
|
| 2098 |
2098
Breachway Investments
Charlestown,
Rhode Island
| $64.7M | -$1.7M | -3% | 0.07% | – | 77 | 12.99% | 0.7 |
|
| 2099 |
2099
Northwestern University
Evanston,
Illinois
| $64.5M | +$1.15M | +2% | 0.34% | 28.2% | 5 | 20% | 2.9 |
|
| 2100 |
JC
2100
JCSD Capital
Walnut Creek,
California
| $63.9M | -$4.71M | -7% | 4.07% | – | 27 | 48.15% | 1.1 |
|