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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
TWP
2301
Tyche Wealth Partners
Plano,
Texas
| $734M | +$21.9M | +3% | 1.89% | 84.2% | 369 | 11.38% | 1.9 |
|
| 2302 |
2302
IDG China Capital Fund III Associates
Central Hong Kong,
China
| $733M | +$169M | +30% | 30.9% | – | 2 | 0% | 1.5 |
|
| 2303 |
2303
Estabrook Capital Management
New York
| $733M | -$5.39M | -0.7% | 3.92% | 99.1% | 352 | 5.11% | 8.1 |
|
| 2304 |
2304
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $733M | +$102M | +16% | 15.4% | 175% | 26 | 7.69% | 2.4 |
|
| 2305 |
CT
2305
Chicago Trust
Grayslake,
Illinois
| $733M | +$42.5M | +6% | 3.48% | 96.7% | 401 | 11.47% | 4.6 |
|
| 2306 |
2306
Columbus Hill Capital Management
Short Hills,
New Jersey
| $732M | -$295M | -29% | 4.2% | 133% | 32 | 34.38% | 2.8 |
|
| 2307 |
2307
Round Rock Advisors
Wilton,
Connecticut
| $732M | -$44.4M | -6% | 0.19% | 94.6% | 337 | 14.84% | 2.4 |
|
| 2308 |
2308
Heritage Investment Group
Pompano Beach,
Florida
| $732M | -$12.8M | -2% | 0.68% | 54.5% | 139 | 9.35% | 3.1 |
|
| 2309 |
2309
Well Done LLC
Holland,
Michigan
| $732M | -$11.8M | -2% | 0.26% | 80.4% | 223 | 13.9% | 4.4 |
|
| 2310 |
2310
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $731M | +$25.3M | +4% | 4.02% | 159% | 270 | 36.67% | 2.8 |
|
| 2311 |
2311
IFG Advisors
St. Louis,
Missouri
| $730M | +$4.27M | +0.6% | 0.19% | 78.7% | 169 | 7.1% | 4.1 |
|
| 2312 |
2312
Cercano Management
Bellevue,
Washington
| $729M | -$21M | -3% | 1.2% | 104% | 145 | 19.31% | 1.7 |
|
| 2313 |
2313
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $728M | +$25.3M | +4% | 1.87% | 75.1% | 165 | 9.09% | 4.5 |
|
| 2314 |
2314
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $728M | -$4.23M | -0.6% | 3.23% | 67.9% | 133 | 10.53% | 3.5 |
|
| 2315 |
2315
Stenger Family Office
Naperville,
Illinois
| $728M | +$98.3M | +16% | 4.73% | – | 156 | 31.41% | 1.1 |
|
| 2316 |
2316
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $726M | +$113M | +18% | 3.57% | 73.9% | 149 | 63.09% | 1.6 |
|
| 2317 |
2317
Radnor Capital Management
Wayne,
Pennsylvania
| $726M | +$13.8M | +2% | 2.61% | 96.9% | 332 | 9.64% | 3 |
|
| 2318 |
2318
Maia Wealth
Denver,
Colorado
| $726M | +$46.9M | +7% | 1.68% | – | 382 | 14.92% | 1.7 |
|
| 2319 |
2319
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $725M | +$49.3M | +7% | 0.82% | 63.7% | 172 | 15.12% | 2.6 |
|
| 2320 |
2320
Clayton Dubilier & Rice
New York
| $725M | -$170M | -19% | 30.4% | 101% | 4 | 50% | 1.6 |
|
| 2321 |
SH
2321
Spear Holdings
Dubai,
United Arab Emirates
| $725M | -$953M | -57% | 6.67% | – | 23 | 43.48% | 0.7 |
|
| 2322 |
2322
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $723M | +$13.3M | +2% | 2.55% | 86.8% | 205 | 11.71% | 4.2 |
|
| 2323 |
2323
Founders Financial Alliance
Raleigh,
North Carolina
| $723M | -$31.1M | -4% | 1.82% | 95.7% | 804 | 20.77% | 3.3 |
|
| 2324 |
SFG
2324
SageGuard Financial Group
Goodlettsville,
Tennessee
| $722M | +$10.8M | +2% | 1.51% | – | 238 | 18.49% | 0.7 |
|
| 2325 |
2325
SC&H Financial Advisors
Sparks,
Maryland
| $722M | -$31.7M | -4% | 0.26% | 66.2% | 164 | 6.1% | 3.5 |
|