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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, 3,922 funds (~44%) 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)
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
3826
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$54.5M +$7.83M +17% 15.5% – 39 0% 2
Axon Capital
3827
Axon Capital
New York
$53.9M -$19.7M -27% 6.37% – 12 41.67% 0.5
Hestia Capital Management
3828
Hestia Capital Management
Pennsylvania
$52.9M -$22.6M -30% 16.1% – 11 36.36% 0.9
SL Advisors
3829
SL Advisors
New Jersey
$51.2M -$5.92M -10% 2.39% 74.1% 33 9.09% 6.7
Crosspoint Financial
3830
Crosspoint Financial
California
$50.5M +$6.85M +16% 1.38% – 46 30.43% 1.2
Notable Capital Management
3831
Notable Capital Management
California
$49.5M -$2.07M -4% 11.5% – 10 10% 0.9
JGP Global Gestao de Recursos
3832
JGP Global Gestao de Recursos
Brazil
$49.2M +$3.85M +8% 14.2% 261% 39 48.72% 2.2
Robert Wood Johnson Foundation
3833
Robert Wood Johnson Foundation
New Jersey
$47.4M -$33.6M -42% 4.45% 3.79% 3 66.67% 3.3
Summit Rock Advisors
3834
Summit Rock Advisors
New York
$47M -$29.2M -38% 8.36% – 3 33.33% 0.3
TRB Advisors
3835
TRB Advisors
New York
$46.4M -$186M -80% 1.25% 76.1% 6 50% 5
FDG
3836
Financial Discovery Group
Georgia
$46.3M -$586K -1% 0.22% – 21 23.81% 0.5
BCM
3837
Bratton Capital Management
Texas
$45.4M +$4.61M +11% 11.3% 203% 1 0% 7.8
Lattice Capital Management
3838
Lattice Capital Management
Washington
$45M -$4.45M -9% 14.9% 242% 11 27.27% 3.9
Glaxis Capital Management
3839
Glaxis Capital Management
Florida
$42M -$7.76M -16% 1.71% 98.9% 50 44% 1.6
China-UAE Investment Cooperation
3840
China-UAE Investment Cooperation
$41.3M -$3.96M -9% 8.76% – 1 0% 0.8
GAFA
3841
Garton & Associates Financial Advisors
Kentucky
$41M -$3.21M -7% 1.78% – 31 41.94% 0.5
Cincinnati Indemnity Company
3842
Cincinnati Indemnity Company
Ohio
$41M -$69.9K -0.2% 1.27% 34.8% 11 0% 8.7
Corundum Trust Company
3843
Corundum Trust Company
South Dakota
$37.8M +$312K +0.8% 2.12% – 29 6.9% 2.6
Savior LLC
3844
Savior LLC
Massachusetts
$36M +$1.18M +3% 1.2% 82.8% 23 39.13% 1.9
Dakota Community Bank & Trust
3845
Dakota Community Bank & Trust
North Dakota
$34.8M +$2.58M +8% 0.18% 93.4% 106 6.6% 3.2
Sanchez Wealth Management Group
3846
Sanchez Wealth Management Group
Florida
$33.2M -$538M -94% 0.57% 61.1% 53 56.6% 4.5
CPR
3847
CSU Producer Resources
Ohio
$33M +$2.67M +9% 13.8% 110% 22 0% 7.6
BAS
3848
Breakthru Advisory Services
Wisconsin
$29.6M -$213K -0.7% 1.41% – 20 40% 0.8
West Tower Group
3849
West Tower Group
Virginia
$27M -$8.64M -24% 1.7% 120% 51 50.98% 1
Axim Planning & Wealth
3850
Axim Planning & Wealth
Ohio
$26.5M -$45.1M -63% 22.9% 32.3% 93 78.49% 1.9