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, 4,378 funds (~49%) 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)
OR
4226
Olympiad Research
Connecticut
$77M +$29M +60% 3.3% 187% 335 82.69% 0.1
Wellington Shields & Co
4227
Wellington Shields & Co
New York
$76M -$370M -83% 2.19% 127% 333 87.69% 4.8
CMANY
4228
Capital Management Associates (New York)
New York
$76M -$1.75M -2% 2.19% 215% 50 22% 3.1
Wellington Shields Capital Management
4229
Wellington Shields Capital Management
New York
$76M -$712M -90% 2.19% 157% 337 87.54% 6.3
Spectrum Asset Management (Connecticut)
4230
Spectrum Asset Management (Connecticut)
Connecticut
$75.9M +$6.28M +9% 5.59% 2.88% 5 40% 3.9
Triad Investment Management
4231
Triad Investment Management
California
$75.4M -$15.3M -17% 1.69% – 37 21.62% 3.5
Optimas Capital
4232
Optimas Capital
Hong Kong
$75.3M -$21.6M -22% 3.5% 358% 27 81.48% 0.1
BWM
4233
Blossom Wealth Management
California
$74.5M +$3.55M +5% 3.37% 104% 77 6.49% 3.2
FCI
4234
Financial Counselors Inc
Kansas
$74M +$1.32M +2% 1.39% 84.8% 13 0% 9.1
APEIRON Capital Ltd
4235
APEIRON Capital Ltd
Hong Kong
$73.7M -$82M -53% 23.8% 362% 14 50% 1
Harrison Street Private Wealth
4236
Harrison Street Private Wealth
Colorado
$73M +$2.06M +3% 8.26% – 21 0% 0.5
Stronghold Wealth Management
4237
Stronghold Wealth Management
Florida
$72.4M -$2.34M -3% 1.27% – 143 20.98% 0.6
XXEC Inc
4238
XXEC Inc
Oklahoma
$71.8M -$698M -91% 5.93% 30.1% 26 26.92% 2.7
University of Maryland Foundation
4239
University of Maryland Foundation
Maryland
$70.4M +$14.3M +25% 1.22% 54.9% 5 20% 2.8
Lockerman Financial Group
4240
Lockerman Financial Group
California
$69.7M +$4.3M +7% 0.25% 70.4% 97 15.46% 2
Andina Capital Management
4241
Andina Capital Management
Utah
$69.4M +$7.43M +12% 0.87% 38.9% 86 33.72% 1.2
ACM
4242
Altium Capital Management
New York
$68.8M +$21.3M +45% 2.32% – 20 5% 0.7
TCG Capital Management
4243
TCG Capital Management
California
$67.7M -$5.88M -8% 7.99% 29.3% 1 0% 3.8
BC
4244
Bayforest Capital
United Kingdom
$67.6M -$40.6M -38% 1.42% – 1,258 59.22% 0.4
Canaan Partners XI
4245
Canaan Partners XI
California
$66.9M -$60.4M -47% 46.3% 798% 3 0% 3.4
Connective Portfolio Management
4246
Connective Portfolio Management
New York
$66.9M +$6.81M +11% 9.51% 468% 54 55.56% 1.1
QP Wealth Management
4247
QP Wealth Management
New Jersey
$66.5M -$3.6M -5% 6.73% – 88 38.64% 2.4
Navigation Wealth Management
4248
Navigation Wealth Management
Colorado
$66.1M -$6.47M -9% 0.25% 46.5% 35 8.57% 1.2
AP
4249
Arlington Partners
Alabama
$65.4M +$10M +18% 1.31% 46.4% 64 95.31% 1.3
Sullivan Wood Capital Management
4250
Sullivan Wood Capital Management
District of Columbia
$65.2M -$7.8M -11% 9.12% – 24 16.67% 1