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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, 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.

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