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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Hazelview Securities
Toronto,
Ontario, Canada
| $669M | -$53M | -7% | 5.65% | – | 91 | 21.98% | 1 |
|
| 2452 |
2452
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| $668M | +$52.7M | +9% | 8.56% | – | 1 | 0% | 1.8 |
|
| 2453 |
2453
Asset Allocation Strategies
Farmington,
Michigan
| $668M | +$18.9M | +3% | 0.12% | 58.1% | 187 | 13.9% | 2 |
|
| 2454 |
CM
2454
Capital Management
Glen Allen,
Virginia
| $668M | +$1.27M | +0.2% | 1.43% | 63.6% | 74 | 4.05% | 5.1 |
|
| 2455 |
2455
Jackson Square Capital
San Francisco,
California
| $667M | -$51.7M | -7% | 1.63% | 423% | 161 | 24.84% | 2.7 |
|
| 2456 |
2456
Harfst & Associates
Sheridan,
Wyoming
| $667M | +$23.9M | +4% | 0.31% | 88.1% | 129 | 9.3% | 3.9 |
|
| 2457 |
2457
Grey Fox Wealth Advisors
Rockland,
Delaware
| $667M | +$29.6M | +5% | 1.18% | 45.3% | 196 | 17.86% | 2.1 |
|
| 2458 |
2458
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $667M | -$6.67M | -1% | 0.18% | 73.7% | 122 | 5.74% | 4.5 |
|
| 2459 |
2459
ACK Asset Management
Greenwich,
Connecticut
| $667M | -$189M | -22% | 17% | 118% | 25 | 36% | 0.7 |
|
| 2460 |
2460
Crusonia Wealth Advisors
Denver,
Colorado
| $667M | +$57.4M | +9% | 0.13% | – | 260 | 15% | 0.6 |
|
| 2461 |
2461
Edge Wealth Management
New York
| $666M | +$71.9M | +12% | 3.29% | 75.3% | 94 | 12.77% | 5.8 |
|
| 2462 |
2462
Armbruster Capital Management
Pittsford,
New York
| $666M | -$5.01M | -0.7% | 1.44% | 66.7% | 132 | 5.3% | 5.9 |
|
| 2463 |
AMCA
2463
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $666M | +$25.5M | +4% | 7.36% | 129% | 142 | 7.04% | 5.4 |
|
| 2464 |
AOUL
2464
ALL OPTIONS USA, LLC
Austin,
Texas
| $665M | +$132M | +25% | 1.89% | – | 1,844 | 42.3% | 0.4 |
|
| 2465 |
2465
West Financial Advisors
Des Moines,
Iowa
| $665M | +$6.53M | +1% | 1.19% | 49.1% | 310 | 39.03% | 2.3 |
|
| 2466 |
2466
Alpha Omega Wealth Management
Richmond,
Virginia
| $665M | +$7.82M | +1% | 3.26% | 65.9% | 214 | 6.07% | 6.9 |
|
| 2467 |
2467
Gibraltar Capital Management
Tulsa,
Oklahoma
| $664M | +$14.2M | +2% | 3.26% | 65% | 136 | 12.5% | 2.6 |
|
| 2468 |
2468
Qtron Investments
Boston,
Massachusetts
| $664M | -$86.5M | -12% | 4.25% | 151% | 519 | 27.94% | 2.8 |
|
| 2469 |
2469
CMH Wealth Management
Portsmouth,
New Hampshire
| $664M | +$8.21M | +1% | 3.19% | 88% | 119 | 7.56% | 2.4 |
|
| 2470 |
2470
Fonville Wealth Management
Richmond,
Virginia
| $663M | +$50.8M | +8% | 0.02% | 53.9% | 169 | 14.79% | 1.8 |
|
| 2471 |
2471
D.L. Carlson Investment Group
Concord,
New Hampshire
| $663M | +$34.6M | +6% | 3.97% | 130% | 156 | 21.79% | 4 |
|
| 2472 |
2472
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $663M | +$48M | +8% | 0.63% | 81% | 163 | 12.27% | 3.6 |
|
| 2473 |
2473
Pandi LLC
Leawood,
Kansas
| $662M | +$3.96M | +0.6% | 1.93% | – | 4 | 0% | 1.1 |
|
| 2474 |
2474
Kiley Juergens Wealth Management
Olympia,
Washington
| $661M | +$22.9M | +4% | 4.57% | 121% | 249 | 7.23% | 2.1 |
|
| 2475 |
2475
Montecito Bank & Trust
Santa Barbara,
California
| $660M | -$7.92M | -1% | 1.4% | – | 280 | 6.07% | 6.6 |
|