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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Tarbox Family Office
Newport Beach,
California
| $711M | +$12.8M | +2% | 0.58% | 66.4% | 101 | 5.94% | 8.3 |
|
| 2352 |
2352
Elgethun Capital Management
Sioux Falls,
South Dakota
| $711M | -$7.14M | -1% | 1.71% | 60.7% | 179 | 3.91% | 4.9 |
|
| 2353 |
2353
BOCHK Asset Management
Hong Kong
| $710M | +$76.4M | +12% | 12.9% | 503% | 179 | 46.37% | 0.5 |
|
| 2354 |
2354
Stamos Capital Partners
Menlo Park,
California
| $709M | +$56.7M | +9% | 2.68% | 44.5% | 145 | 6.21% | 3.6 |
|
| 2355 |
2355
Element Pointe Advisors
Miami,
Florida
| $709M | +$87.8M | +14% | 1.47% | 75.1% | 97 | 13.4% | 3.2 |
|
| 2356 |
2356
Burling Wealth Partners
Chicago,
Illinois
| $708M | +$25.1M | +4% | 3.27% | – | 188 | 7.98% | 1.5 |
|
| 2357 |
2357
Apis Capital Advisors
New York
| $708M | -$319M | -31% | 2.56% | 1,493% | 64 | 40.63% | 0.9 |
|
| 2358 |
2358
Cynosure Group
Salt Lake City,
Utah
| $707M | +$41.9M | +6% | 0.75% | 63% | 214 | 51.87% | 1.7 |
|
| 2359 |
2359
Crane Advisory
Fullerton,
California
| $707M | +$10.6M | +2% | 0.36% | 38.2% | 56 | 3.57% | 2.6 |
|
| 2360 |
2360
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $707M | -$7.81M | -1% | 0.55% | 80.1% | 279 | 7.89% | 4.2 |
|
| 2361 |
2361
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $707M | +$21M | +3% | 0.87% | 70.4% | 331 | 8.46% | 2.2 |
|
| 2362 |
2362
Astoria Portfolio Advisors
New York
| $706M | +$113M | +19% | 0.15% | 80.2% | 440 | 28.18% | 1.6 |
|
| 2363 |
2363
GCQ Funds Management
Sydney,
Australia
| $706M | -$15.3M | -2% | 3.88% | – | 18 | 22.22% | 0.8 |
|
| 2364 |
2364
Abundance Wealth Counselors
State College,
Pennsylvania
| $706M | -$25.8M | -4% | 1.59% | 107% | 183 | 13.11% | 2.3 |
|
| 2365 |
2365
Retirement Income Solutions
Ann Arbor,
Michigan
| $706M | +$22M | +3% | 0.31% | 67.6% | 198 | 7.07% | 3.9 |
|
| 2366 |
BOAA
2366
Bank of Ann Arbor
Ann Arbor,
Michigan
| $705M | – | – | 2.54% | – | 472 | – | 0 |
|
| 2367 |
2367
Parkwoods Wealth Partners
Syracuse,
New York
| $705M | +$82.9M | +13% | 0.63% | – | 182 | 9.34% | 0.9 |
|
| 2368 |
2368
Vertex Planning Partners
Downers Grove,
Illinois
| $705M | +$31.6M | +5% | 0.76% | 61.6% | 240 | 43.33% | 1.4 |
|
| 2369 |
2369
Carrera Capital Advisors
Troy,
Michigan
| $705M | +$29.9M | +4% | 1.81% | – | 233 | 18.45% | 1.2 |
|
| 2370 |
IIA
2370
IPG Investment Advisors
San Diego,
California
| $704M | +$8.43M | +1% | 2.39% | 126% | 315 | 29.52% | 2.1 |
|
| 2371 |
2371
Sovereign Financial Group
Stamford,
Connecticut
| $703M | +$48.8M | +7% | 0.36% | 98% | 435 | 18.39% | 2.9 |
|
| 2372 |
2372
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $703M | -$115K | -0% | 0.64% | 44% | 142 | 19.72% | 3.3 |
|
| 2373 |
CBT
2373
Central Bank & Trust
Lexington,
Kentucky
| $701M | -$3.83M | -0.5% | 2.03% | 118% | 187 | 4.28% | 8.1 |
|
| 2374 |
2374
Affiance Financial
St. Louis Park,
Minnesota
| $701M | +$5.66M | +0.8% | 0.03% | 57.8% | 117 | 10.26% | 5.8 |
|
| 2375 |
2375
DSG Capital Advisors
Edina,
Minnesota
| $700M | -$4.14M | -0.6% | 2.47% | – | 123 | 7.32% | 1.5 |
|