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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, 4,671 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $328M | +$9.7M | +3% | 0.17% | 55.5% | 73 | 24.66% | 2.2 |
|
| 2427 |
2427
Sunpointe
St. Louis,
Missouri
| $328M | -$23.8M | -7% | 2.84% | 122% | 305 | 28.2% | 1.5 |
|
| 2428 |
2428
Wealth Quarterback
Toms River,
New Jersey
| $328M | +$4.28M | +1% | 2.37% | 109% | 185 | 9.73% | 2.9 |
|
| 2429 |
2429
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $328M | +$110M | +50% | 2.29% | – | 232 | 41.38% | 0.6 |
|
| 2430 |
2430
Richards, Merrill & Peterson
Spokane,
Washington
| $328M | +$12.9M | +4% | 3.12% | – | 302 | 8.61% | 1.3 |
|
| 2431 |
2431
Seven Post Investment Office
San Francisco,
California
| $328M | -$24.5M | -7% | 4.15% | 44.4% | 44 | 9.09% | 4.2 |
|
| 2432 |
2432
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $328M | -$37.8M | -10% | 0.35% | 70.3% | 157 | 8.92% | 5 |
|
| 2433 |
2433
Argentarii
Cincinnati,
Ohio
| $328M | -$3.94M | -1% | 4.4% | – | 217 | 7.83% | 1.3 |
|
| 2434 |
2434
IMZ Advisory
Boca Raton,
Florida
| $327M | +$11.4M | +4% | 1.58% | 73.1% | 38 | 5.26% | 2.5 |
|
| 2435 |
2435
Bennett Selby Investments
Falmouth,
Maine
| $327M | +$14M | +4% | 5.28% | 82.1% | 89 | 8.99% | 3.4 |
|
| 2436 |
2436
Royal Harbor Partners
Houston,
Texas
| $327M | +$4.15M | +1% | 0.13% | 54.6% | 57 | 3.51% | 2.4 |
|
| 2437 |
2437
Vigilare Wealth Management
Scottsdale,
Arizona
| $327M | +$589K | +0.2% | 0.37% | 59.5% | 137 | 20.44% | 2.7 |
|
| 2438 |
2438
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $326M | +$8.2M | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 2439 |
2439
Raub Brock Capital Management
Larkspur,
California
| $326M | -$37.3M | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 2440 |
2440
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $326M | +$5.04M | +2% | 0.12% | 63.1% | 647 | 9.43% | 2.8 |
|
| 2441 |
2441
Paragon Private Wealth Management
Lexington,
Kentucky
| $326M | -$57.2M | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 2442 |
2442
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $326M | +$29M | +10% | 2.28% | 68.8% | 136 | 8.82% | 3.4 |
|
| 2443 |
2443
Bluesphere Advisors
East Norriton,
Pennsylvania
| $325M | +$1.25M | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 2444 |
2444
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $325M | +$3.36M | +1% | 0.05% | 65% | 39 | 7.69% | 3.7 |
|
| 2445 |
2445
Berkeley Inc
Boise,
Idaho
| $324M | +$5.54M | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 2446 |
2446
Robinswood Financial
Kirkland,
Washington
| $324M | -$24.8M | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 2447 |
2447
River Street Advisors
Aurora,
Illinois
| $324M | -$15.4M | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|
| 2448 |
2448
Traveka Wealth
Los Altos,
California
| $324M | +$23.4M | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 2449 |
2449
ticino wealth
Mission Viejo,
California
| $324M | +$6.87M | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 2450 |
2450
Wealth Management Resources
Smithfield,
Rhode Island
| $324M | -$427K | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|