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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Meiji Yasuda America
New York
| $764M | +$166M | +28% | 5.11% | – | 60 | 10% | 0.7 |
|
| 2252 |
2252
AXQ Capital
Jersey City,
New Jersey
| $764M | -$156M | -17% | 7.11% | 30.5% | 1,528 | 71.53% | 0.2 |
|
| 2253 |
2253
Wilkins Investment Counsel
Boston,
Massachusetts
| $764M | +$21.8M | +3% | 6.61% | 71.3% | 122 | 3.28% | 6.6 |
|
| 2254 |
2254
United Capital Management of KS
Salina,
Kansas
| $763M | -$305K | -0% | 5.63% | 295% | 103 | 11.65% | 3.5 |
|
| 2255 |
2255
Inspire Trust Company
Reno,
Nevada
| $763M | +$35.7M | +5% | 0.57% | 64.4% | 117 | 8.55% | 2 |
|
| 2256 |
2256
Wexford Capital
West Palm Beach,
Florida
| $763M | -$19.1M | -2% | 13.3% | 155% | 285 | 50.53% | 0.9 |
|
| 2257 |
2257
Skylands Capital
Milwaukee,
Wisconsin
| $762M | -$51.9M | -6% | 4.41% | 61% | 180 | 16.67% | 5.3 |
|
| 2258 |
2258
Johnson & Johnson
New Brunswick,
New Jersey
| $762M | -$37M | -5% | 2.07% | 339% | 15 | 0% | 3.9 |
|
| 2259 |
2259
South Street Advisors
New York
| $761M | -$7.63M | -1% | 1.88% | 177% | 88 | 7.95% | 3.7 |
|
| 2260 |
2260
Insight Wealth Partners
Plano,
Texas
| $759M | +$14.3M | +2% | 1.89% | 56.2% | 148 | 13.51% | 2.5 |
|
| 2261 |
2261
Canvas Wealth Advisors
Shawnee,
Kansas
| $759M | +$41.9M | +6% | 3.91% | 133% | 284 | 18.66% | 2.1 |
|
| 2262 |
2262
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $758M | +$17.5M | +2% | 2.25% | 224% | 161 | 36.02% | 1.2 |
|
| 2263 |
2263
Torray Investment Partners
Bethesda,
Maryland
| $758M | +$16.5M | +2% | 7.04% | 97.2% | 97 | 11.34% | 4.2 |
|
| 2264 |
2264
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $756M | -$1.55M | -0.2% | 4.96% | 108% | 201 | 13.93% | 2.9 |
|
| 2265 |
2265
Sanders Morris Harris
Houston,
Texas
| $755M | +$583M | +338% | 1.34% | 85.8% | 329 | 78.42% | 0.1 |
|
| 2266 |
WAM
2266
Warberg Asset Management
Winnetka,
Illinois
| $755M | +$204M | +37% | 0.34% | 61.5% | 230 | 36.52% | 0.7 |
|
| 2267 |
2267
GR Financial Group
Tucson,
Arizona
| $755M | +$18.6M | +3% | 1.08% | 75.4% | 50 | 36% | 1.1 |
|
| 2268 |
2268
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $753M | +$307M | +69% | 3.13% | 100% | 341 | 52.2% | 1.7 |
|
| 2269 |
2269
Camden National Bank
Camden,
Maine
| $753M | -$14.2M | -2% | 1.41% | 58.2% | 190 | 12.11% | 4.5 |
|
| 2270 |
2270
Secure Asset Management
Troy,
Michigan
| $753M | +$39.4M | +6% | 1.59% | 97.2% | 363 | 15.15% | 2.2 |
|
| 2271 |
ECM
2271
EagleClaw Capital Management
Boston,
Massachusetts
| $753M | +$7.15M | +1% | 2.86% | 109% | 157 | 12.74% | 7.1 |
|
| 2272 |
2272
Biltmore Family Office
Charlotte,
North Carolina
| $752M | -$9.39M | -1% | 4.37% | 99% | 351 | 7.69% | 4.1 |
|
| 2273 |
2273
Arkansas Financial Group
Little Rock,
Arkansas
| $751M | -$16.3M | -2% | 1.84% | 41.4% | 97 | 2.06% | 4.9 |
|
| 2274 |
SFS
2274
Security Financial Services
Fort Wayne,
Indiana
| $750M | +$29.4M | +4% | 0.27% | 67.7% | 211 | 9% | 2.7 |
|
| 2275 |
2275
McLean Asset Management
Tysons,
Virginia
| $750M | -$6.52M | -0.9% | 0.07% | 69.4% | 186 | 7.53% | 3.6 |
|