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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, 3,183 funds (~36%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Andina Capital Management
Lehi,
Utah
| $69.4M | +$7.43M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|
| 3102 |
3102
Canaan Partners XI
Menlo Park,
California
| $66.9M | -$60.4M | -47% | 46.3% | 798% | 3 | 0% | 3.4 |
|
| 3103 |
3103
Connective Portfolio Management
New York
| $66.9M | +$6.81M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 3104 |
3104
QP Wealth Management
Eatontown,
New Jersey
| $66.5M | -$3.6M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 3105 |
AP
3105
Arlington Partners
Birmingham,
Alabama
| $65.4M | +$10M | +18% | 1.31% | 46.4% | 64 | 95.31% | 1.3 |
|
| 3106 |
3106
Sullivan Wood Capital Management
Washington,
District of Columbia
| $65.2M | -$7.8M | -11% | 9.12% | – | 24 | 16.67% | 1 |
|
| 3107 |
3107
Breachway Investments
Charlestown,
Rhode Island
| $64.7M | -$1.7M | -3% | 0.07% | – | 77 | 12.99% | 0.7 |
|
| 3108 |
3108
Northwestern University
Evanston,
Illinois
| $64.5M | +$1.15M | +2% | 0.34% | 28.2% | 5 | 20% | 2.9 |
|
| 3109 |
JC
3109
JCSD Capital
Walnut Creek,
California
| $63.9M | -$4.71M | -7% | 4.07% | – | 27 | 48.15% | 1.1 |
|
| 3110 |
3110
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $61.1M | -$214M | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|
| 3111 |
3111
Groesbeck Investment Management
Paramus,
New Jersey
| $60.4M | -$2.41M | -4% | 1.1% | 155% | 100 | 6% | 4.6 |
|
| 3112 |
3112
Versor Investments
New York
| $59.8M | +$12.3M | +26% | 11.9% | 240% | 46 | 65.22% | 0.2 |
|
| 3113 |
3113
Praxis Capital Management
Chicago,
Illinois
| $58.9M | -$4.24M | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 3114 |
PFA
3114
Portland Financial Advisors
Port Washington,
New York
| $57.5M | +$2.72M | +5% | 0.08% | – | 95 | 9.47% | 1.3 |
|
| 3115 |
3115
Israel Discount Bank of New York
New York
| $55.4M | +$1.37M | +3% | 0.85% | 40.8% | 46 | 13.04% | 4.3 |
|
| 3116 |
3116
Wise Wealth Partners
Phoenix,
Arizona
| $54.6M | -$4.25M | -7% | 0.01% | – | 45 | 20% | 1.1 |
|
| 3117 |
3117
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| $54.5M | +$7.83M | +17% | 15.5% | – | 39 | 0% | 2 |
|
| 3118 |
3118
Axon Capital
New York
| $53.9M | -$19.7M | -27% | 6.37% | – | 12 | 41.67% | 0.5 |
|
| 3119 |
3119
SL Advisors
Westfield,
New Jersey
| $51.2M | -$5.92M | -10% | 2.39% | 74.1% | 33 | 9.09% | 6.7 |
|
| 3120 |
3120
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $49.2M | +$3.85M | +8% | 14.2% | 261% | 39 | 48.72% | 2.2 |
|
| 3121 |
3121
Summit Rock Advisors
New York
| $47M | -$29.2M | -38% | 8.36% | – | 3 | 33.33% | 0.3 |
|
| 3122 |
3122
China-UAE Investment Cooperation
George Town,
| $41.3M | -$3.96M | -9% | 8.76% | – | 1 | 0% | 0.8 |
|
| 3123 |
3123
Corundum Trust Company
Sioux Falls,
South Dakota
| $37.8M | +$312K | +0.8% | 2.12% | – | 29 | 6.9% | 2.6 |
|
| 3124 |
3124
Savior LLC
Wellesley Hills,
Massachusetts
| $36M | +$1.18M | +3% | 1.2% | 82.8% | 23 | 39.13% | 1.9 |
|
| 3125 |
3125
Dakota Community Bank & Trust
Hebron,
North Dakota
| $34.8M | +$2.58M | +8% | 0.18% | 93.4% | 106 | 6.6% | 3.2 |
|