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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, 3,241 funds (~36%) 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)
Triad Investment Management
3151
Triad Investment Management
California
$75.4M -$15.3M -17% 1.69% – 37 21.62% 3.5
FCI
3152
Financial Counselors Inc
Kansas
$74M +$1.32M +2% 1.39% 84.8% 13 0% 9.1
Harrison Street Private Wealth
3153
Harrison Street Private Wealth
Colorado
$73M +$2.06M +3% 8.26% – 21 0% 0.5
Stronghold Wealth Management
3154
Stronghold Wealth Management
Florida
$72.4M -$2.34M -3% 1.27% – 143 20.98% 0.6
Lockerman Financial Group
3155
Lockerman Financial Group
California
$69.7M +$4.3M +7% 0.25% 70.4% 97 15.46% 2
Andina Capital Management
3156
Andina Capital Management
Utah
$69.4M +$7.43M +12% 0.87% 38.9% 86 33.72% 1.2
Canaan Partners XI
3157
Canaan Partners XI
California
$66.9M -$60.4M -47% 46.3% 798% 3 0% 3.4
Connective Portfolio Management
3158
Connective Portfolio Management
New York
$66.9M +$6.81M +11% 9.51% 468% 54 55.56% 1.1
QP Wealth Management
3159
QP Wealth Management
New Jersey
$66.5M -$3.6M -5% 6.73% – 88 38.64% 2.4
AP
3160
Arlington Partners
Alabama
$65.4M +$10M +18% 1.31% 46.4% 64 95.31% 1.3
Sullivan Wood Capital Management
3161
Sullivan Wood Capital Management
District of Columbia
$65.2M -$7.8M -11% 9.12% – 24 16.67% 1
Breachway Investments
3162
Breachway Investments
Rhode Island
$64.7M -$1.7M -3% 0.07% – 77 12.99% 0.7
Northwestern University
3163
Northwestern University
Illinois
$64.5M +$1.15M +2% 0.34% 28.2% 5 20% 2.9
JC
3164
JCSD Capital
California
$63.9M -$4.71M -7% 4.07% – 27 48.15% 1.1
Thurston Springer Miller Herd & Titak
3165
Thurston Springer Miller Herd & Titak
Indiana
$61.1M -$214M -78% 0.9% – 1,261 52.02% 1.7
Groesbeck Investment Management
3166
Groesbeck Investment Management
New Jersey
$60.4M -$2.41M -4% 1.1% 155% 100 6% 4.6
Versor Investments
3167
Versor Investments
New York
$59.8M +$12.3M +26% 11.9% 240% 46 65.22% 0.2
Praxis Capital Management
3168
Praxis Capital Management
Illinois
$58.9M -$4.24M -7% 1.82% – 36 36.11% 0.5
PFA
3169
Portland Financial Advisors
New York
$57.5M +$2.72M +5% 0.08% – 95 9.47% 1.3
Israel Discount Bank of New York
3170
Israel Discount Bank of New York
New York
$55.4M +$1.37M +3% 0.85% 40.8% 46 13.04% 4.3
Wise Wealth Partners
3171
Wise Wealth Partners
Arizona
$54.6M -$4.25M -7% 0.01% – 45 20% 1.1
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
3172
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$54.5M +$7.83M +17% 15.5% – 39 0% 2
Axon Capital
3173
Axon Capital
New York
$53.9M -$19.7M -27% 6.37% – 12 41.67% 0.5
SL Advisors
3174
SL Advisors
New Jersey
$51.2M -$5.92M -10% 2.39% 74.1% 33 9.09% 6.7
JGP Global Gestao de Recursos
3175
JGP Global Gestao de Recursos
Brazil
$49.2M +$3.85M +8% 14.2% 261% 39 48.72% 2.2