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