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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Keating Financial Advisory Services
Manhattan,
Kansas
| $775M | +$15.7M | +2% | 4.33% | – | 2,736 | 9.54% | 0.7 |
|
| 2227 |
2227
Hendershot Investments
Centreville,
Virginia
| $774M | +$8.52M | +1% | 5.61% | 61.9% | 140 | 6.43% | 5.8 |
|
| 2228 |
2228
Thames Capital Management
Roseland,
New Jersey
| $774M | -$442M | -36% | 4.71% | 1,159% | 69 | 63.77% | 1.9 |
|
| 2229 |
TFI
2229
Tapp Finance, Inc.
Seattle,
Washington
| $774M | +$217M | +39% | 1.85% | – | 12 | 83.33% | 0 |
|
| 2230 |
2230
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $773M | -$6.16M | -0.8% | 0.41% | – | 450 | 14.67% | 0.8 |
|
| 2231 |
2231
Bearing Point Capital
Bloomington,
Minnesota
| $773M | +$33.1M | +4% | 6.05% | – | 218 | 12.39% | 1.2 |
|
| 2232 |
2232
Strategic Point Investment Advisors
Providence,
Rhode Island
| $772M | +$4.66M | +0.6% | 0.51% | 58.2% | 38 | 7.89% | 5.3 |
|
| 2233 |
2233
Pacific Sage Partners
Edmonds,
Washington
| $772M | +$67.5M | +10% | 4.28% | 58.9% | 148 | 10.14% | 2.3 |
|
| 2234 |
2234
Ironwood Investment Counsel
Scottsdale,
Arizona
| $771M | +$9.28M | +1% | 3.28% | 78.2% | 276 | 7.61% | 5.7 |
|
| 2235 |
2235
Seilern Investment Management
London,
United Kingdom
| $771M | -$22.5M | -3% | 9.22% | – | 24 | 0% | 1.6 |
|
| 2236 |
2236
Cigna Investments
Bloomfield,
Connecticut
| $770M | -$2.36M | -0.3% | 3.99% | 154% | 494 | 8.7% | 6.6 |
|
| 2237 |
2237
Heirloom Wealth Management
Greenwood Village,
Colorado
| $769M | +$79.4M | +12% | 2.75% | 81.8% | 68 | 16.18% | 2 |
|
| 2238 |
2238
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $769M | +$9.7M | +1% | 2.43% | 82.1% | 243 | 13.17% | 2.3 |
|
| 2239 |
2239
Ignite Planners
San Clemente,
California
| $769M | +$39.7M | +5% | 2.27% | 83.8% | 480 | 18.54% | 2.2 |
|
| 2240 |
2240
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $768M | +$15.9M | +2% | 0.7% | 57.9% | 1,358 | 85.64% | 1.6 |
|
| 2241 |
2241
Virtue Capital Management
Brentwood,
Tennessee
| $768M | +$19.2M | +3% | 0.59% | 97.9% | 443 | 37.02% | 1.9 |
|
| 2242 |
2242
Schnieders Capital Management
Pasadena,
California
| $768M | +$6.11M | +0.8% | 4.31% | 118% | 260 | 9.62% | 5.6 |
|
| 2243 |
2243
Horst & Graben Wealth Management
Portland,
Oregon
| $767M | +$6.97M | +0.9% | 0.03% | 62.2% | 217 | 10.6% | 3.3 |
|
| 2244 |
MA
2244
Madrone Advisors
Menlo Park,
California
| $767M | -$628M | -45% | 37.4% | 29.5% | 6 | 0% | 2 |
|
| 2245 |
2245
Kinsale Capital Group
Richmond,
Virginia
| $766M | +$12M | +2% | 0.34% | 75.2% | 43 | 16.28% | 2.5 |
|
| 2246 |
2246
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| $766M | +$56M | +8% | 1.37% | – | 178 | 11.24% | 0.6 |
|
| 2247 |
TFHU
2247
TLT Family Holdco ULC
Toronto,
| $766M | +$62.1M | +9% | 11% | – | 9 | 0% | 1.1 |
|
| 2248 |
2248
Marquette Asset Management
Minneapolis,
Minnesota
| $766M | -$12.7M | -2% | 0.62% | 69.6% | 934 | 26.98% | 1.4 |
|
| 2249 |
2249
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $765M | -$43.8M | -5% | 1.24% | 86.7% | 81 | 18.52% | 2.8 |
|
| 2250 |
2250
TSG Advice Partners
Columbus,
Ohio
| $764M | – | – | 0.3% | – | 141 | – | 0.6 |
|