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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, 3,056 funds (~34%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Dakota Community Bank & Trust
3001
Dakota Community Bank & Trust
North Dakota
$34.8M +$2.58M +8% 0.18% 93.4% 106 6.6% 3.2
BAS
3002
Breakthru Advisory Services
Wisconsin
$29.6M -$213K -0.7% 1.41% – 20 40% 0.8
West Tower Group
3003
West Tower Group
Virginia
$27M -$8.64M -24% 1.7% 120% 51 50.98% 1
Axim Planning & Wealth
3004
Axim Planning & Wealth
Ohio
$26.5M -$45.1M -63% 22.9% 32.3% 93 78.49% 1.9
Samson Rock Capital
3005
Samson Rock Capital
United Kingdom
$24.8M -$20.8M -46% 16.1% 166% 4 75% 0.8
HIIL
3006
HS Investments III Ltd
$24.5M +$2.19M +10% 30.1% – 1 0% 0.8
Scarborough Advisors
3007
Scarborough Advisors
Maryland
$23.9M -$847M -97% 0.89% 63.3% 149 96.64% 1.1
Penn Mutual Asset Management
3008
Penn Mutual Asset Management
Pennsylvania
$23.1M +$3.63M +19% 0.64% 32% 10 40% 3
REX Advisers
3009
REX Advisers
Connecticut
$21.1M -$23.2M -52% 25.4% – 90 88.89% 0.1
Livelsberger Financial Advisory
3010
Livelsberger Financial Advisory
Ohio
$18.6M – – 2.55% – 218 – 0.1
RCP
3011
RPM Capital Partners
New York
$18.1M +$11.2M +163% 15.8% 8.37% 2 50% 0.4
BIMC
3012
Benson Investment Management Company
Virginia
$17.8M -$1.01M -5% 1.52% 99.8% 9 22.22% 0.9
Silchester International Investors
3013
Silchester International Investors
United Kingdom
$17.3M -$44.8M -72% 9.56% 53.9% 4 25% 2
WLTH Capital Management
3014
WLTH Capital Management
Arizona
$16.4M -$140M -89% 2.74% – 29 34.48% 0.7
Brummer Multi-Strategy
3015
Brummer Multi-Strategy
Sweden
$15.4M +$14.2M +1,162% 10.7% – 9 100% 0
DCM
3016
Dupont Capital Management
Delaware
$14.8M +$12.6M +580% 17.5% 100% 43 9.3% 3.4
FTX Recovery Trust
3017
FTX Recovery Trust
Texas
$13.1M +$3.65M +39% 38.7% – 1 0% 0.8
Baypointe Partners
3018
Baypointe Partners
Connecticut
$12.4M -$29.4M -70% 13.9% – 21 71.43% 0.4
Compound Global Advisors
3019
Compound Global Advisors
Washington
$9.22M +$5.17M +128% 1.15% – 45 48.89% 1.1
Acute Investment Advisory
3020
Acute Investment Advisory
Arizona
$8.99M -$463K -5% 0.38% 15% 18 5.56% 1.5
American International Group
3021
American International Group
New York
$4.18M +$1.25M +43% 42.6% 161% 1 0% 2.3
Longboard Asset Management
3022
Longboard Asset Management
Arizona
$3.72M -$2.25M -38% 6.64% – 32 46.88% 0.8
FM
3023
Factorial Management
Hong Kong
$3.48M -$135K -4% 4.88% – 3 0% 1.2
PayPay Securities
3024
PayPay Securities
Japan
$2.9M +$132K +5% 0.8% 96.8% 316 6.33% 2.7
Cohalo Advisory
3025
Cohalo Advisory
Washington
$1.82M +$169K +10% 0.76% – 19 31.58% 1