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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, 2,269 funds (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
IFC & Insurance Marketing
Auburn,
California
| $117M | +$3.39M | +3% | 0.56% | – | 90 | 16.67% | 0.6 |
|
| 2102 |
2102
Red Tree Management
Redwood City,
California
| $117M | -$30.6M | -21% | 7% | – | 3 | 0% | 1.8 |
|
| 2103 |
2103
E&R Wealth Management
Mount Pleasant,
South Carolina
| $117M | -$1.28M | -1% | 1.95% | – | 12 | 0% | 0.8 |
|
| 2104 |
2104
One River Asset Management
Stamford,
Connecticut
| $117M | -$193M | -62% | 2.18% | 27% | 269 | 40.52% | 0.8 |
|
| 2105 |
FCM
2105
Fell Capital Management
Newport Beach,
California
| $116M | -$2.39M | -2% | 0.74% | – | 99 | 8.08% | 0.7 |
|
| 2106 |
2106
Shepherd Street Advisors
Larkspur,
California
| $116M | +$2.32M | +2% | 3.1% | – | 88 | 5.68% | 0.7 |
|
| 2107 |
2107
Catherine Avery Investment Management
Longboat Key,
Florida
| $116M | -$113M | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 2108 |
2108
Retireful LLC
Haslett,
Michigan
| $116M | +$8.64M | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|
| 2109 |
2109
MLP3 LLC
Linwood,
New Jersey
| $116M | +$13.1M | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 2110 |
RBDF
2110
Robert B. Daugherty Foundation
Omaha,
Nebraska
| $116M | -$28.7M | -20% | 19.8% | – | 1 | 0% | 0.8 |
|
| 2111 |
2111
21 West Wealth Management
Tustin,
California
| $115M | -$1.83M | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|
| 2112 |
2112
Aubrey Capital Management
Edinburgh,
United Kingdom
| $115M | -$44.4M | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 2113 |
2113
Ebert Capital Management
Eureka,
California
| $115M | +$8.55M | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 2114 |
2114
Value Investment Professionals
New York
| $115M | -$3.99M | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 2115 |
2115
Gainline Financial Partners
Louisville,
Colorado
| $115M | +$7.71M | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 2116 |
2116
Vavra Capital Management
Collegeville,
Pennsylvania
| $115M | +$451K | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 2117 |
FCM
2117
Floyd Capital Management
Texarkana,
Texas
| $115M | -$16.9M | -13% | 2.12% | – | 1 | 0% | 1.8 |
|
| 2118 |
2118
Lakehouse Capital
Sydney NSW,
Australia
| $114M | +$23.6M | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 2119 |
2119
Unified Investment Management
Atlanta,
Georgia
| $114M | +$5.35M | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 2120 |
2120
Eleva Capital
Paris,
France
| $113M | -$230M | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 2121 |
2121
Redwood Family Wealth
Addison,
Texas
| $113M | -$941K | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 2122 |
2122
JBGlobal.com
New York
| $113M | -$1.35M | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 2123 |
2123
Catalyst Investment Management
Windham,
New Hampshire
| $113M | +$2.51M | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|
| 2124 |
2124
FinArc Investments
Norwood,
Massachusetts
| $113M | +$2.38M | +2% | 3.99% | – | 58 | 25.86% | 0.5 |
|
| 2125 |
2125
Variant Private Wealth
Tysons,
Virginia
| $113M | +$23.6M | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|