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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Cypress Wealth Services
Palm Desert,
California
| $848M | +$32.6M | +4% | 2.23% | 82.7% | 456 | 9.21% | 2.6 |
|
| 2102 |
2102
Arkos Global Advisors
Houston,
Texas
| $848M | +$3.05M | +0.4% | 0.49% | 47.8% | 136 | 12.5% | 3.6 |
|
| 2103 |
2103
Legacy Financial Advisors
Covington,
Kentucky
| $847M | +$26.8M | +3% | 2.63% | 97.8% | 461 | 13.45% | 2.9 |
|
| 2104 |
2104
Werba Rubin Papier Wealth Management
San Jose,
California
| $847M | +$23.3M | +3% | 1.66% | 73.5% | 337 | 12.17% | 1.6 |
|
| 2105 |
2105
Pinnbrook Capital Management
New York
| $846M | -$92M | -10% | 9.19% | 924% | 162 | 72.84% | 0.2 |
|
| 2106 |
2106
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $845M | +$806K | +0.1% | 3.09% | – | 225 | 4% | 1.4 |
|
| 2107 |
2107
Nine Masts Capital
Central,
Hong Kong
| $844M | -$150M | -15% | 0.5% | 88.1% | 266 | 56.77% | 0.3 |
|
| 2108 |
2108
Wolf Hill Capital Management
Greenwich,
Connecticut
| $844M | -$352M | -29% | 8.99% | 343% | 38 | 55.26% | 0.9 |
|
| 2109 |
2109
Breakwater Capital Group
Paramus,
New Jersey
| $844M | +$10.8M | +1% | 0.29% | 67.4% | 408 | 11.52% | 2.3 |
|
| 2110 |
KC
2110
KCM Capital
Shawnee,
Kansas
| $844M | +$226M | +37% | 1.54% | – | 47 | 38.3% | 0.5 |
|
| 2111 |
2111
Noesis Capital Mangement
Boca Raton,
Florida
| $843M | +$11.8M | +1% | 0.85% | 139% | 140 | 17.86% | 4.9 |
|
| 2112 |
2112
AA Financial Advisors
Columbus,
Ohio
| $840M | +$8.68M | +1% | 0.76% | 68.8% | 261 | 15.71% | 1.5 |
|
| 2113 |
2113
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $840M | +$37.9M | +5% | 0.48% | 68.2% | 790 | 12.78% | 3.6 |
|
| 2114 |
BPIM
2114
Brant Point Investment Management
New York
| $840M | +$26.7M | +3% | 3.74% | 165% | 141 | 36.88% | 3.4 |
|
| 2115 |
2115
Biondo Investment Advisors
Milford,
Pennsylvania
| $840M | +$23.1M | +3% | 5.12% | 101% | 92 | 9.78% | 5.7 |
|
| 2116 |
2116
S-Bank Fund Management
Helsinki,
Finland
| $840M | +$103M | +14% | 6.53% | – | 249 | 0.8% | 0.8 |
|
| 2117 |
2117
SilverOak Wealth Management
Edina,
Minnesota
| $840M | +$63.2M | +8% | 0.88% | 77.8% | 135 | 9.63% | 2 |
|
| 2118 |
2118
Quest Investment Management
Lake Oswego,
Oregon
| $839M | -$17.3M | -2% | 1.93% | 115% | 122 | 13.11% | 4.1 |
|
| 2119 |
2119
Glassman Wealth Services
Vienna,
Virginia
| $837M | +$2.32M | +0.3% | 0.34% | 70% | 251 | 13.15% | 4.3 |
|
| 2120 |
2120
Professional Advisory Services
Vero Beach,
Florida
| $837M | +$1.18M | +0.1% | 1.6% | 69.3% | 96 | 9.38% | 5.7 |
|
| 2121 |
2121
Everest Financial Group
Minneapolis,
Minnesota
| $836M | +$98M | +13% | 6.02% | – | 229 | 16.59% | 0.5 |
|
| 2122 |
FRM
2122
Fox Run Management
Greenwich,
Connecticut
| $836M | +$233M | +39% | 0.91% | 71.7% | 1,403 | 70.85% | 0.2 |
|
| 2123 |
2123
Arvest Investments
Lowell,
Arkansas
| $835M | +$8.21M | +1% | 1.08% | 50% | 233 | 14.16% | 1.8 |
|
| 2124 |
2124
Pasadena Private Wealth
Pasadena,
California
| $834M | +$48.2M | +6% | 2.27% | 60.8% | 347 | 29.97% | 2 |
|
| 2125 |
2125
ARQ Wealth Advisors
Scottsdale,
Arizona
| $834M | +$27.7M | +3% | 0.07% | 59.3% | 215 | 4.65% | 1.8 |
|