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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Proffitt & Goodson
Knoxville,
Tennessee
| $722M | -$6.1M | -0.8% | 0.05% | 54% | 315 | 8.57% | 4.9 |
|
| 2327 |
AW
2327
Atlas Wealth
Cincinnati,
Ohio
| $722M | +$20.1M | +3% | 0.46% | 43.3% | 187 | 10.7% | 1.6 |
|
| 2328 |
2328
Ally Financial
Detroit,
Michigan
| $720M | -$55.5M | -7% | 2.78% | 20.4% | 142 | 26.06% | 2.2 |
|
| 2329 |
2329
Brickley Wealth Management
San Mateo,
California
| $719M | +$23M | +3% | 3.37% | 75.9% | 76 | 13.16% | 3.6 |
|
| 2330 |
2330
Mountain Capital Investment Advisors
Westminster,
Colorado
| $719M | +$16.7M | +2% | 0.79% | 70.1% | 107 | 23.36% | 1.9 |
|
| 2331 |
2331
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $719M | -$15.5M | -2% | 1.92% | 38.7% | 2 | 0% | 4 |
|
| 2332 |
2332
Holistic Planning
Nacogdoches,
Texas
| $718M | +$74.5M | +12% | 1.29% | 61.9% | 367 | 11.72% | 1.4 |
|
| 2333 |
2333
Gilman Hill Asset Management
New Canaan,
Connecticut
| $718M | -$13.5M | -2% | 0.17% | 54.2% | 245 | 13.06% | 5.1 |
|
| 2334 |
CCM
2334
Cohen Capital Management
Corte Madera,
California
| $717M | -$18.2M | -2% | 0.87% | 91.5% | 160 | 8.75% | 7 |
|
| 2335 |
2335
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $716M | +$33.8M | +5% | 2.25% | 83% | 187 | 16.04% | 2.9 |
|
| 2336 |
2336
Machina Capital
Paris,
France
| $716M | +$84.6M | +13% | 0.86% | 42.5% | 534 | 55.06% | 0.5 |
|
| 2337 |
2337
Huntleigh Advisors
St. Louis,
Missouri
| $715M | +$903K | +0.1% | 3.15% | – | 321 | 13.08% | 1.2 |
|
| 2338 |
2338
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| $714M | +$518M | +264% | 2.35% | – | 14 | 35.71% | 0.5 |
|
| 2339 |
2339
Trust Company of the South
Greensboro,
North Carolina
| $714M | +$4.09M | +0.6% | 0.13% | 70.2% | 147 | 5.44% | 2.2 |
|
| 2340 |
2340
Convergence Financial
Columbia,
Missouri
| $714M | -$544M | -43% | 1.35% | 70.6% | 335 | 40.6% | 1.4 |
|
| 2341 |
2341
Dean Investment Associates
Beavercreek,
Ohio
| $713M | -$47.5M | -6% | 1.12% | 71% | 208 | 13.46% | 5 |
|
| 2342 |
2342
Polymer Capital Management
New York
| $713M | -$42M | -6% | 5.05% | – | 872 | 66.74% | 0.4 |
|
| 2343 |
2343
Optas LLC
Austin,
Texas
| $713M | -$1.09M | -0.2% | 3.95% | 132% | 541 | 23.11% | 2.3 |
|
| 2344 |
2344
Laurel Oak Wealth Management
Marlton,
New Jersey
| $713M | +$26M | +4% | 3.19% | – | 408 | 13.24% | 0.6 |
|
| 2345 |
2345
LJI Wealth Management
Indianapolis,
Indiana
| $712M | -$1.94M | -0.3% | 0.88% | 68.8% | 217 | 17.51% | 2.4 |
|
| 2346 |
2346
Wealth Alliance Advisory Group
Wichita,
Kansas
| $712M | +$20.5M | +3% | 0.63% | 72.7% | 219 | 14.16% | 4.3 |
|
| 2347 |
2347
Encompass More Asset Management
Danville,
California
| $712M | +$24.2M | +4% | 2.08% | 80.4% | 342 | 36.26% | 1.1 |
|
| 2348 |
2348
MainStreet Investment Advisors
Chicago,
Illinois
| $711M | -$22.8M | -3% | 1.75% | 70.6% | 168 | 6.55% | 4.4 |
|
| 2349 |
2349
GFI Investment Counsel
Toronto,
Ontario, Canada
| $711M | -$26.1M | -4% | 0.33% | 48.7% | 35 | 20% | 2.8 |
|
| 2350 |
2350
Black Swift Group
Boulder,
Colorado
| $711M | +$19M | +3% | 2.01% | 145% | 159 | 16.35% | 1.3 |
|