We are live on !
Find out more
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, 4,133 funds (~46%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
WPA
3976
WIT Partners Advisory
Singapore
| $82.3M | -$131M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 3977 |
3977
ProCore Advisors
Newport Beach,
California
| $82.2M | +$1.44M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|
| 3978 |
3978
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $81.2M | -$106M | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 3979 |
3979
LDR Capital Management
New York
| $81M | -$5.69M | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|
| 3980 |
3980
Charis Legacy Partners
Bryan,
Texas
| $80.9M | -$420K | -0.5% | 2.02% | – | 29 | 3.45% | 1.4 |
|
| 3981 |
3981
Regents Gate Capital
London,
United Kingdom
| $80.2M | +$5.09M | +7% | 5.23% | – | 49 | 55.1% | 0.3 |
|
| 3982 |
3982
Myriad Asset Management US
West Palm Beach,
Florida
| $79.9M | +$7.47M | +10% | 4.69% | – | 78 | 51.28% | 0.4 |
|
| 3983 |
3983
Trium Capital
London,
United Kingdom
| $79.4M | -$83.1M | -51% | 8.97% | 215% | 73 | 54.79% | 0.7 |
|
| 3984 |
3984
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| $79.1M | -$3.97M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 3985 |
3985
Avory & Company
Miami,
Florida
| $78.9M | -$1.12M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 3986 |
3986
Alken Asset Management
London,
United Kingdom
| $78.5M | -$11.1M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 3987 |
3987
Stapp Wealth Management
Olympia,
Washington
| $77.2M | +$706K | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 3988 |
OR
3988
Olympiad Research
Stamford,
Connecticut
| $77M | +$29M | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 3989 |
3989
Wellington Shields Capital Management
New York
| $76M | -$712M | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 3990 |
CMANY
3990
Capital Management Associates (New York)
New York
| $76M | -$1.75M | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 3991 |
3991
Wellington Shields & Co
New York
| $76M | -$370M | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 3992 |
3992
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $75.9M | +$6.28M | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 3993 |
3993
Triad Investment Management
Newport Beach,
California
| $75.4M | -$15.3M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 3994 |
3994
Optimas Capital
Central,
Hong Kong
| $75.3M | -$21.6M | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|
| 3995 |
BWM
3995
Blossom Wealth Management
San Ramon, Ca,
California
| $74.5M | +$3.55M | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 3996 |
FCI
3996
Financial Counselors Inc
Overland Park,
Kansas
| $74M | +$1.32M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 3997 |
3997
APEIRON Capital Ltd
Hong Kong
| $73.7M | -$82M | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 3998 |
3998
Harrison Street Private Wealth
Denver,
Colorado
| $73M | +$2.06M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 3999 |
3999
Stronghold Wealth Management
Tampa,
Florida
| $72.4M | -$2.34M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 4000 |
4000
University of Maryland Foundation
Adelphi,
Maryland
| $70.4M | +$14.3M | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|