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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, 4,667 funds (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
FP
2376
FFG Partners
Fort Lauderdale,
Florida
| $338M | -$14.6M | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|
| 2377 |
2377
IronBridge Private Wealth
Austin,
Texas
| $338M | +$33.2M | +11% | 9.38% | 143% | 58 | 36.21% | 1.8 |
|
| 2378 |
2378
Red Lighthouse Investment Management
New York
| $338M | +$1.97M | +0.6% | 1.4% | 71.1% | 86 | 2.33% | 2.3 |
|
| 2379 |
2379
Aikya Investment Management
London,
United Kingdom
| $337M | -$3.17M | -0.9% | 5.92% | 11.1% | 5 | 0% | 2 |
|
| 2380 |
2380
PFW Advisors
Atlanta,
Georgia
| $337M | -$6.26M | -2% | 0.21% | – | 135 | 17.78% | 4.7 |
|
| 2381 |
2381
L.K. Benson & Company
Baltimore,
Maryland
| $337M | +$5.16M | +2% | 3.61% | – | 125 | 13.6% | 1.4 |
|
| 2382 |
2382
Investment Research & Advisory Group
Atlanta,
Georgia
| $337M | +$12.7M | +4% | 5.35% | 105% | 352 | 16.76% | 2.8 |
|
| 2383 |
2383
NKCFO LLC
Geneva,
Illinois
| $337M | +$6.36M | +2% | 8.78% | 237% | 117 | 47.86% | 1.1 |
|
| 2384 |
2384
Empirical Capital Management
Hendersonville,
Tennessee
| $336M | -$29.5M | -8% | 1.33% | 205% | 34 | 47.06% | 1.7 |
|
| 2385 |
2385
Triton Wealth Management
Sun City,
Arizona
| $336M | +$10.8M | +3% | 2.1% | – | 149 | 20.13% | 2.7 |
|
| 2386 |
LWMM
2386
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $336M | -$53.3M | -14% | 4.47% | 105% | 132 | 19.7% | 2.9 |
|
| 2387 |
2387
Corbyn Investment Management
Lutherville,
Maryland
| $336M | -$10.1M | -3% | 4.95% | 71% | 68 | 4.41% | 5.6 |
|
| 2388 |
2388
Nicollet Investment Management
Minneapolis,
Minnesota
| $336M | +$12.2M | +4% | 8.91% | 104% | 81 | 9.88% | 5.2 |
|
| 2389 |
2389
United Community Bank
Greenville,
South Carolina
| $336M | +$12.5M | +4% | 1.42% | 72.7% | 595 | 16.64% | 2.3 |
|
| 2390 |
2390
HF Advisory Group
Annapolis,
Maryland
| $336M | +$12.3M | +4% | 2.33% | 73.2% | 175 | 4.57% | 3 |
|
| 2391 |
2391
Core Wealth Management
Jupiter,
Florida
| $336M | -$20.1M | -6% | 1.42% | 44.5% | 44 | 31.82% | 2.5 |
|
| 2392 |
ICM
2392
Isabella Capital Management
London,
| $335M | +$147M | +78% | 0.63% | – | 13 | 23.08% | 0.3 |
|
| 2393 |
2393
Wilkerson Advisory Group
Columbia,
Missouri
| $335M | +$9.7M | +3% | 1.11% | – | 678 | 13.72% | 0.6 |
|
| 2394 |
2394
Prodigy Asset Management
Omaha,
Nebraska
| $335M | +$3.16M | +1% | 0.68% | – | 31 | 6.45% | 1.3 |
|
| 2395 |
2395
Shayne & Jacobs LLC
Nashville,
Tennessee
| $335M | -$2.24M | -0.7% | 0.42% | 79.4% | 103 | 4.85% | 4.4 |
|
| 2396 |
2396
Roth Financial Partners
Kingwood,
Texas
| $335M | -$1.57M | -0.5% | 0.14% | 61% | 37 | 10.81% | 3.7 |
|
| 2397 |
2397
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $335M | -$38.5M | -10% | 0.61% | 83% | 175 | 19.43% | 2.3 |
|
| 2398 |
2398
Geneva Partners
Lake Geneva,
Wisconsin
| $334M | -$40.7M | -11% | 3.99% | 417% | 92 | 30.43% | 2.2 |
|
| 2399 |
2399
Glynn Capital Management
Menlo Park,
California
| $334M | -$29.4M | -8% | 9.15% | 252% | 46 | 19.57% | 2.8 |
|
| 2400 |
2400
Enzi Wealth
Austin,
Texas
| $334M | +$17.8M | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|