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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Probity Advisors
Dallas,
Texas
| $700M | +$743K | +0.1% | 0.14% | 61.7% | 235 | 5.11% | 5.8 |
|
| 2377 |
2377
Towercrest Capital Management
Newtown,
Pennsylvania
| $700M | -$17.5M | -2% | 1.14% | 42.6% | 111 | 6.31% | 6.1 |
|
| 2378 |
PWW
2378
Pettyjohn Wood & White
Lynchburg,
Virginia
| $700M | +$12.4M | +2% | 3.19% | 81.9% | 226 | 4.87% | 6.9 |
|
| 2379 |
2379
American Money Management
Rancho Santa Fe,
California
| $700M | -$651K | -0.1% | 1.46% | 70.5% | 185 | 10.27% | 4.8 |
|
| 2380 |
LA
2380
Lynch & Associates
Newburgh,
Indiana
| $699M | +$126M | +22% | 2.59% | 73.5% | 132 | 5.3% | 8.2 |
|
| 2381 |
2381
Bornite Capital Management
New York
| $698M | -$96.1M | -12% | 6.02% | 181% | 29 | 55.17% | 0.5 |
|
| 2382 |
2382
Daido Life Insurance Company
Osaka,
Japan
| $698M | -$37.2M | -5% | 1.81% | 78.3% | 6 | 0% | 5.8 |
|
| 2383 |
2383
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $698M | -$1.96M | -0.3% | 0.91% | 52.3% | 78 | 8.97% | 3.7 |
|
| 2384 |
2384
Pacific Capital Wealth Advisors
Corona,
California
| $698M | +$34.4M | +5% | 0.5% | 54.1% | 106 | 25.47% | 3 |
|
| 2385 |
2385
Bourgeon Capital Management
Darien,
Connecticut
| $696M | +$17.2M | +3% | 1.49% | 121% | 122 | 22.13% | 3.3 |
|
| 2386 |
2386
Scott Capital Advisors
Portland,
Oregon
| $696M | +$57.7M | +9% | 0.75% | 50.9% | 76 | 15.79% | 2.5 |
|
| 2387 |
2387
Boston Standard Wealth Management
Winchester,
Massachusetts
| $696M | +$6.54M | +0.9% | 0.65% | 47.1% | 63 | 15.87% | 5.4 |
|
| 2388 |
ARG
2388
Advisory Resource Group
Tulsa,
Oklahoma
| $695M | +$30.3M | +5% | 4.8% | 72% | 195 | 11.79% | 3.1 |
|
| 2389 |
2389
Sands Capital Ventures
Arlington,
Virginia
| $695M | +$81.1M | +13% | 17.8% | 228% | 25 | 8% | 2.9 |
|
| 2390 |
2390
Financial Management Network
Mission Viejo,
California
| $695M | -$2.17M | -0.3% | 0.24% | 62.5% | 222 | 10.81% | 3 |
|
| 2391 |
2391
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $695M | -$38.1M | -5% | 14.8% | 20.3% | 14 | 64.29% | 2 |
|
| 2392 |
2392
Mayport LLC
Newton,
Massachusetts
| $693M | +$48.3M | +7% | 0.41% | 62.2% | 154 | 14.29% | 2.1 |
|
| 2393 |
2393
Sloy Dahl & Holst
Vancouver,
Washington
| $693M | -$118M | -15% | 5.03% | 132% | 129 | 12.4% | 3.2 |
|
| 2394 |
2394
Princeton Global Asset Management
Princeton,
New Jersey
| $692M | -$5.38M | -0.8% | 0.91% | 110% | 859 | 6.64% | 3.5 |
|
| 2395 |
SFA
2395
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $692M | +$13M | +2% | 5.39% | 187% | 39 | 20.51% | 2.3 |
|
| 2396 |
2396
Hexagon Capital Partners
Rogers,
Arkansas
| $691M | -$20M | -3% | 1.88% | 99.6% | 288 | 13.54% | 1.6 |
|
| 2397 |
2397
8VC Opportunities GP II
Austin,
Texas
| $690M | -$93.9M | -12% | 11.8% | – | 3 | 0% | 0.3 |
|
| 2398 |
2398
Pier Capital
Stamford,
Connecticut
| $690M | -$64.8M | -9% | 1.47% | 236% | 158 | 32.91% | 1.6 |
|
| 2399 |
2399
Cortland Associates
St Louis,
Missouri
| $690M | -$2.19M | -0.3% | 3.07% | 58.4% | 63 | 3.17% | 6.6 |
|
| 2400 |
2400
Glendon Capital Management
Santa Monica,
California
| $689M | -$83.5M | -11% | 12% | 118% | 28 | 10.71% | 3.6 |
|