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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, 3,953 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)
Sanchez Wealth Management Group
3876
Sanchez Wealth Management Group
Florida
$33.2M -$538M -94% 0.57% 61.1% 53 56.6% 4.5
CPR
3877
CSU Producer Resources
Ohio
$33M +$2.67M +9% 13.8% 110% 22 0% 7.6
BAS
3878
Breakthru Advisory Services
Wisconsin
$29.6M -$213K -0.7% 1.41% – 20 40% 0.8
West Tower Group
3879
West Tower Group
Virginia
$27M -$8.64M -24% 1.7% 120% 51 50.98% 1
Axim Planning & Wealth
3880
Axim Planning & Wealth
Ohio
$26.5M -$45.1M -63% 22.9% 32.3% 93 78.49% 1.9
SCA
3881
SMH Capital Advisors
Texas
$26.4M +$906K +4% 1.7% 9.86% 59 13.56% 2.7
Strategic Advocates
3882
Strategic Advocates
Utah
$25.9M +$103K +0.4% 0.17% 111% 267 8.24% 1.4
Samson Rock Capital
3883
Samson Rock Capital
United Kingdom
$24.8M -$20.8M -46% 16.1% 166% 4 75% 0.8
HIIL
3884
HS Investments III Ltd
$24.5M +$2.19M +10% 30.1% – 1 0% 0.8
Scarborough Advisors
3885
Scarborough Advisors
Maryland
$23.9M -$847M -97% 0.89% 63.3% 149 96.64% 1.1
Penn Mutual Asset Management
3886
Penn Mutual Asset Management
Pennsylvania
$23.1M +$3.63M +19% 0.64% 32% 10 40% 3
REX Advisers
3887
REX Advisers
Connecticut
$21.1M -$23.2M -52% 25.4% – 90 88.89% 0.1
Pathway Capital Management
3888
Pathway Capital Management
California
$19.5M -$4.43M -19% 0.8% 659% 8 100% 0
Livelsberger Financial Advisory
3889
Livelsberger Financial Advisory
Ohio
$18.6M – – 2.55% – 218 – 0.1
RCP
3890
RPM Capital Partners
New York
$18.1M +$11.2M +163% 15.8% 8.37% 2 50% 0.4
Flaharty Asset Management
3891
Flaharty Asset Management
Florida
$17.9M -$52M -74% 0.27% 37.8% 52 28.85% 4.4
BIMC
3892
Benson Investment Management Company
Virginia
$17.8M -$1.01M -5% 1.52% 99.8% 9 22.22% 0.9
Dara Capital US
3893
Dara Capital US
Florida
$17.7M -$127M -88% 4.75% – 110 78.18% 0.8
Silchester International Investors
3894
Silchester International Investors
United Kingdom
$17.3M -$44.8M -72% 9.56% 53.9% 4 25% 2
WLTH Capital Management
3895
WLTH Capital Management
Arizona
$16.4M -$140M -89% 2.74% – 29 34.48% 0.7
Brummer Multi-Strategy
3896
Brummer Multi-Strategy
Sweden
$15.4M +$14.2M +1,162% 10.7% – 9 100% 0
DCM
3897
Dupont Capital Management
Delaware
$14.8M +$12.6M +580% 17.5% 100% 43 9.3% 3.4
CVV
3898
Curative Ventures V
Texas
$13.7M -$855K -6% 5.85% 15.4% 1 0% 4.8
FTX Recovery Trust
3899
FTX Recovery Trust
Texas
$13.1M +$3.65M +39% 38.7% – 1 0% 0.8
Baypointe Partners
3900
Baypointe Partners
Connecticut
$12.4M -$29.4M -70% 13.9% – 21 71.43% 0.4