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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, 4,149 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)
Financially Speaking
4076
Financially Speaking
Colorado
$20.6M $0 0% 2.4% – 103 0% 1.3
Pathway Capital Management
4077
Pathway Capital Management
California
$19.5M -$4.43M -19% 0.8% 659% 8 100% 0
Livelsberger Financial Advisory
4078
Livelsberger Financial Advisory
Ohio
$18.6M – – 2.55% – 218 – 0.1
RCP
4079
RPM Capital Partners
New York
$18.1M +$11.2M +163% 15.8% 8.37% 2 50% 0.4
Flaharty Asset Management
4080
Flaharty Asset Management
Florida
$17.9M -$52M -74% 0.27% 37.8% 52 28.85% 4.4
BIMC
4081
Benson Investment Management Company
Virginia
$17.8M -$1.01M -5% 1.52% 99.8% 9 22.22% 0.9
Dara Capital US
4082
Dara Capital US
Florida
$17.7M -$127M -88% 4.75% – 110 78.18% 0.8
Silchester International Investors
4083
Silchester International Investors
United Kingdom
$17.3M -$44.8M -72% 9.56% 53.9% 4 25% 2
WLTH Capital Management
4084
WLTH Capital Management
Arizona
$16.4M -$140M -89% 2.74% – 29 34.48% 0.7
Cabana LLC
4085
Cabana LLC
Arkansas
$15.6M +$2.37M +18% 0.53% 59.1% 16 100% 0
Brummer Multi-Strategy
4086
Brummer Multi-Strategy
Sweden
$15.4M +$14.2M +1,162% 10.7% – 9 100% 0
DCM
4087
Dupont Capital Management
Delaware
$14.8M +$12.6M +580% 17.5% 100% 43 9.3% 3.4
CVV
4088
Curative Ventures V
Texas
$13.7M -$855K -6% 5.85% 15.4% 1 0% 4.8
FTX Recovery Trust
4089
FTX Recovery Trust
Texas
$13.1M +$3.65M +39% 38.7% – 1 0% 0.8
Baypointe Partners
4090
Baypointe Partners
Connecticut
$12.4M -$29.4M -70% 13.9% – 21 71.43% 0.4
Wells Financial Advisors
4091
Wells Financial Advisors
Massachusetts
$10.8M -$11.1K -0.1% 0.01% 58.9% 43 13.95% 3.9
Compound Global Advisors
4092
Compound Global Advisors
Washington
$9.22M +$5.17M +128% 1.15% – 45 48.89% 1.1
Acute Investment Advisory
4093
Acute Investment Advisory
Arizona
$8.99M -$463K -5% 0.38% 15% 18 5.56% 1.5
Price Financial Group Wealth Management
4094
Price Financial Group Wealth Management
Oregon
$8.2M +$2.18M +36% 3.91% – 24 37.5% 0.4
Revelation Capital Management
4095
Revelation Capital Management
California
$8.01M -$102M -93% 50.8% – 3 66.67% 0.4
Spurstone Advisory Services
4096
Spurstone Advisory Services
Connecticut
$7.64M +$313K +4% 10.6% – 101 3.96% 1.2
Atlas Merchant Capital
4097
Atlas Merchant Capital
New York
$6.46M +$5.88M +1,006% 4.76% 67.6% 3 100% 0
EWML
4098
Eiger Wealth Management, LLC
California
$4.62M +$1.43M +45% 0.47% – 17 29.41% 0.5
American International Group
4099
American International Group
New York
$4.18M +$1.25M +43% 42.6% 161% 1 0% 2.3
Mizuho Securities
4100
Mizuho Securities
Japan
$3.98M – – 0.86% – 19 – 0.3