We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
CFM Wealth Partners
Austin,
Texas
| $803M | +$19.5M | +2% | 6.05% | 175% | 153 | 6.54% | 4.6 |
|
| 2177 |
2177
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $802M | -$30.2M | -4% | 4.59% | 104% | 17 | 5.88% | 1.7 |
|
| 2178 |
2178
Hudson Valley Investment Advisors
Goshen,
New York
| $802M | -$21.3M | -3% | 2.57% | 102% | 146 | 8.22% | 7.5 |
|
| 2179 |
2179
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $802M | +$11M | +1% | 0.03% | 58.1% | 161 | 16.77% | 2.8 |
|
| 2180 |
2180
Rollins Financial Advisors
New York City,
New York
| $801M | +$42.4M | +6% | 4.23% | 122% | 187 | 15.51% | 1.8 |
|
| 2181 |
2181
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $801M | -$1.56M | -0.2% | 1.19% | 39.5% | 62 | 8.06% | 3.2 |
|
| 2182 |
2182
Lee Financial
Dallas,
Texas
| $801M | +$17.8M | +2% | 0.61% | 75% | 166 | 9.64% | 5.2 |
|
| 2183 |
2183
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $801M | +$38.6M | +5% | 0.47% | 52.1% | 161 | 11.18% | 2.9 |
|
| 2184 |
2184
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $799M | +$107M | +15% | 1.33% | 48.4% | 8 | 25% | 1.5 |
|
| 2185 |
2185
Eagle Rock Investment Company
Atlanta,
Georgia
| $799M | -$9.25M | -1% | 0.73% | 121% | 165 | 10.91% | 3.2 |
|
| 2186 |
CIA
2186
Covington Investment Advisors
Ligonier,
Pennsylvania
| $799M | +$25.1M | +3% | 3.2% | 114% | 75 | 2.67% | 6.7 |
|
| 2187 |
2187
Mechanics Bank - Trust Department
Walnut Creek,
California
| $798M | -$10.1M | -1% | 2.06% | 76.8% | 217 | 8.29% | 6.9 |
|
| 2188 |
2188
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $798M | -$65M | -8% | 1.54% | 94.2% | 453 | 20.31% | 0.9 |
|
| 2189 |
2189
Acorn Financial Advisory Services
Reston,
Virginia
| $798M | +$44.6M | +6% | 3.18% | 108% | 249 | 14.86% | 3.4 |
|
| 2190 |
2190
Arlington Financial Advisors
Santa Barbara,
California
| $796M | +$8.8M | +1% | 0.46% | 67.6% | 123 | 21.95% | 3.3 |
|
| 2191 |
2191
AdvisorShares Investments
Bethesda,
Maryland
| $796M | -$32.2M | -4% | 1.37% | 108% | 286 | 24.13% | 1.6 |
|
| 2192 |
2192
Fivespan Partners
San Francisco,
California
| $796M | +$371M | +88% | 4.4% | – | 11 | 45.45% | 0.3 |
|
| 2193 |
SBCM
2193
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $796M | -$20.4M | -3% | 4.16% | 79.6% | 54 | 24.07% | 7 |
|
| 2194 |
2194
Horizon Wealth Management
La Grange,
Illinois
| $794M | +$9.08M | +1% | 1.71% | 109% | 173 | 23.7% | 2.1 |
|
| 2195 |
2195
Enclave Advisors
Austin,
Texas
| $793M | +$3.08M | +0.4% | 1.18% | – | 152 | 21.05% | 1.4 |
|
| 2196 |
2196
Perryman Financial Advisory
Dallas,
Texas
| $791M | +$40M | +5% | 5.57% | – | 193 | 2.59% | 0.7 |
|
| 2197 |
2197
Regatta Capital Group
El Segundo,
California
| $791M | +$47M | +6% | 2.19% | 78.1% | 247 | 15.38% | 2.8 |
|
| 2198 |
2198
Clearstead Trust
Portland,
Maine
| $790M | +$25.4M | +3% | 2.48% | 124% | 1,064 | 12.69% | 2.3 |
|
| 2199 |
2199
Hudock Inc
Williamsport,
Pennsylvania
| $790M | +$8.42M | +1% | 0.5% | 69.7% | 233 | 10.3% | 5.9 |
|
| 2200 |
2200
NetEase Inc
Hangzhou,
China
| $790M | +$24.1M | +3% | 3.34% | 289% | 2 | 0% | 2.8 |
|