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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| $676M | +$14.2M | +2% | 0.38% | – | 283 | 22.26% | 1 |
|
| 2427 |
2427
Greylock XIV
Menlo Park,
California
| $675M | -$381M | -36% | 16.2% | – | 1 | 0% | 0.8 |
|
| 2428 |
AA
2428
Alta Advisers
London,
United Kingdom
| $675M | +$234M | +53% | 4.76% | 129% | 332 | 34.04% | 2 |
|
| 2429 |
2429
Capital Group Investment Management
Raffles Quay,
Singapore
| $675M | +$11.2M | +2% | 4.15% | 163% | 153 | 11.11% | 2.4 |
|
| 2430 |
2430
Essex Investment Management
Boston,
Massachusetts
| $675M | -$88.7M | -12% | 1.67% | 370% | 324 | 12.65% | 4.1 |
|
| 2431 |
2431
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $674M | -$6.03M | -0.9% | 3.17% | 93.2% | 220 | 7.73% | 5.5 |
|
| 2432 |
2432
111 Capital
Paris,
France
| $674M | +$91.5M | +16% | 0.13% | – | 789 | 68.19% | 0.3 |
|
| 2433 |
2433
Huber Capital Management
El Segundo,
California
| $673M | -$5.38M | -0.8% | 0.91% | 66.3% | 100 | 7% | 6 |
|
| 2434 |
2434
Rossby Financial
Melbourne,
Florida
| $673M | +$126M | +23% | 1.3% | – | 2,588 | 21.95% | 0.9 |
|
| 2435 |
2435
BG Investment Services
Hagatna,
Guam
| $673M | +$534M | +385% | 2.36% | – | 153 | 67.32% | 0.7 |
|
| 2436 |
2436
Walmart Inc
Bentonville,
Arkansas
| $673M | -$63.2M | -9% | 7.88% | – | 3 | 0% | 1.5 |
|
| 2437 |
2437
Cornerstone Management
Duluth,
Georgia
| $673M | -$22.4M | -3% | 0.09% | 43.6% | 68 | 2.94% | 5.5 |
|
| 2438 |
2438
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $673M | +$15M | +2% | 2.98% | 78.9% | 161 | 7.45% | 3.3 |
|
| 2439 |
2439
Mengis Capital Management
Portland,
Oregon
| $673M | +$14.8M | +2% | 3.3% | 104% | 226 | 8.41% | 5.9 |
|
| 2440 |
2440
Matthew Goff Investment Advisor
Houston,
Texas
| $672M | +$79.4M | +13% | 2.39% | 89.6% | 109 | 18.35% | 3.9 |
|
| 2441 |
2441
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $672M | -$22.1M | -3% | 2.01% | 94.5% | 189 | 14.81% | 3.2 |
|
| 2442 |
2442
Marble Wealth
Montgomery,
Alabama
| $672M | +$18.5M | +3% | 2.78% | – | 237 | 6.33% | 0.7 |
|
| 2443 |
2443
Arvin Capital Management
Austin,
Texas
| $672M | -$94.3M | -12% | 10.2% | 83.2% | 77 | 71.43% | 0.3 |
|
| 2444 |
2444
MA Private Wealth
San Carlos,
California
| $671M | +$125K | +0% | 0.16% | 63.4% | 89 | 3.37% | 3.5 |
|
| 2445 |
2445
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $671M | +$50.8M | +8% | 6.81% | 74.5% | 88 | 4.55% | 4.5 |
|
| 2446 |
2446
Northcape Capital
Sydney,
Australia
| $671M | -$71.2M | -10% | 8.7% | – | 8 | 0% | 9.4 |
|
| 2447 |
2447
New Harbor Financial Group
Worcester,
Massachusetts
| $669M | +$36.5M | +6% | 0.97% | 94.6% | 77 | 31.17% | 2.4 |
|
| 2448 |
2448
Perennial Advisors
New York
| $669M | +$20.2M | +3% | 2.84% | – | 146 | 8.9% | 4.1 |
|
| 2449 |
2449
Ellis Investment Partners
Berwyn,
Pennsylvania
| $669M | +$9.35M | +1% | 0.39% | 70.8% | 295 | 9.15% | 4.4 |
|
| 2450 |
2450
Fiducient Advisors
Chicago,
Illinois
| $669M | -$29.4M | -4% | 0.83% | 56.9% | 161 | 17.39% | 2.6 |
|