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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, 4,676 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
River Street Advisors
Aurora,
Illinois
| $324M | -$15.4M | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|
| 2452 |
2452
Traveka Wealth
Los Altos,
California
| $324M | +$23.4M | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 2453 |
2453
ticino wealth
Mission Viejo,
California
| $324M | +$6.87M | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 2454 |
2454
Wealth Management Resources
Smithfield,
Rhode Island
| $324M | -$427K | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|
| 2455 |
2455
Mullooly Asset Management
Wall Township,
New Jersey
| $324M | -$1.23M | -0.4% | 2.91% | – | 60 | 5% | 1.3 |
|
| 2456 |
VPC
2456
Valen Private Capital
Paoli,
Pennsylvania
| $323M | – | – | 0.58% | – | 88 | – | 0 |
|
| 2457 |
2457
Essex Woodlands Management
The Woodlands,
Texas
| $323M | +$68.9M | +27% | 33.7% | 119% | 5 | 0% | 7.4 |
|
| 2458 |
2458
Harper Investing
Santa Clara,
California
| $323M | +$26.5M | +9% | 2.84% | 58.7% | 88 | 6.82% | 1.8 |
|
| 2459 |
LA
2459
Latitude Advisors
Vero Beach,
Florida
| $323M | +$72.2M | +29% | 1.25% | 79.6% | 1,384 | 82.44% | 0.5 |
|
| 2460 |
2460
Omega Financial Group
Santa Barbara,
California
| $323M | -$5.77M | -2% | 2.87% | 47% | 107 | 16.82% | 4.4 |
|
| 2461 |
2461
Biltmore Wealth Management
Tempe,
Arizona
| $323M | +$2.48M | +0.8% | 0.85% | 59.8% | 61 | 8.2% | 4.7 |
|
| 2462 |
2462
Bishop & Co Investment Management
Erie,
Pennsylvania
| $323M | -$2.28M | -0.7% | 0.24% | 53.7% | 26 | 0% | 7.2 |
|
| 2463 |
LFP
2463
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $323M | +$11.9M | +4% | 2.28% | 65.4% | 102 | 14.71% | 1.9 |
|
| 2464 |
2464
Davis Investment Partners
Charlotte,
North Carolina
| $322M | -$6.03M | -2% | 0.71% | 97.8% | 184 | 16.3% | 2 |
|
| 2465 |
2465
Vodafone Ventures
Newbury,
United Kingdom
| $322M | -$164M | -34% | 33.8% | – | 1 | 0% | 0.8 |
|
| 2466 |
SA
2466
Skyline Advisors
Bellingham,
Washington
| $322M | +$2.89M | +0.9% | 2.07% | 52% | 128 | 10.16% | 1.8 |
|
| 2467 |
2467
Foundry Financial
Pasadena,
California
| $322M | +$24.6M | +8% | 0.05% | – | 103 | 24.27% | 0.5 |
|
| 2468 |
2468
Raleigh Capital Management
Cary,
North Carolina
| $322M | +$8.19M | +3% | 1.27% | 79.9% | 593 | 22.09% | 2.8 |
|
| 2469 |
2469
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $321M | -$2.17M | -0.7% | 3.14% | 122% | 137 | 7.3% | 2.6 |
|
| 2470 |
2470
Global Trust Asset Management
West Palm Beach,
Florida
| $321M | +$1.19M | +0.4% | 0.22% | 178% | 548 | 22.99% | 3.9 |
|
| 2471 |
2471
Asset Allocation & Management Company
Chicago,
Illinois
| $321M | +$14M | +5% | 0.53% | 58.5% | 71 | 8.45% | 3.5 |
|
| 2472 |
2472
Centerline Wealth Advisors
Louisville,
Kentucky
| $321M | +$1.55M | +0.5% | 1.11% | – | 83 | 6.02% | 1 |
|
| 2473 |
2473
Sims Investment Management
Cincinnati,
Ohio
| $320M | -$3.12M | -1% | 1.73% | – | 184 | 78.8% | 1.4 |
|
| 2474 |
2474
LRZ Capital
Miami,
Florida
| $320M | +$123M | +62% | 5.95% | – | 32 | 53.13% | 0.3 |
|
| 2475 |
2475
Register Financial Advisors
Atlanta,
Georgia
| $320M | -$6.01M | -2% | 0.49% | 130% | 454 | 9.91% | 2.2 |
|