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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, 4,403 funds (~49%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
FDG
4301
Financial Discovery Group
Atlanta,
Georgia
| $46.3M | -$586K | -1% | 0.22% | – | 21 | 23.81% | 0.5 |
|
| 4302 |
BCM
4302
Bratton Capital Management
Fort Worth,
Texas
| $45.4M | +$4.61M | +11% | 11.3% | 203% | 1 | 0% | 7.8 |
|
| 4303 |
4303
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $45.1M | +$10.7M | +31% | 2.52% | 61.7% | 8 | 25% | 3.5 |
|
| 4304 |
4304
Lattice Capital Management
Kirkland,
Washington
| $45M | -$4.45M | -9% | 14.9% | 242% | 11 | 27.27% | 3.9 |
|
| 4305 |
4305
Quantify Chaos Advisors
Brooklyn,
New York
| $44.3M | +$8.81M | +25% | 3.81% | – | 66 | 31.82% | 0.5 |
|
| 4306 |
4306
Glaxis Capital Management
Sarasota,
Florida
| $42M | -$7.76M | -16% | 1.71% | 98.9% | 50 | 44% | 1.6 |
|
| 4307 |
4307
China-UAE Investment Cooperation
George Town,
| $41.3M | -$3.96M | -9% | 8.76% | – | 1 | 0% | 0.8 |
|
| 4308 |
GAFA
4308
Garton & Associates Financial Advisors
Louisville,
Kentucky
| $41M | -$3.21M | -7% | 1.78% | – | 31 | 41.94% | 0.5 |
|
| 4309 |
4309
Cincinnati Indemnity Company
Fairfield,
Ohio
| $41M | -$69.9K | -0.2% | 1.27% | 34.8% | 11 | 0% | 8.7 |
|
| 4310 |
4310
Working Capital Advisors (UK)
London,
United Kingdom
| $39.3M | -$18.6M | -32% | 15.6% | 17.1% | 2 | 0% | 3.4 |
|
| 4311 |
4311
Corundum Trust Company
Sioux Falls,
South Dakota
| $37.8M | +$312K | +0.8% | 2.12% | – | 29 | 6.9% | 2.6 |
|
| 4312 |
4312
Savior LLC
Wellesley Hills,
Massachusetts
| $36M | +$1.18M | +3% | 1.2% | 82.8% | 23 | 39.13% | 1.9 |
|
| 4313 |
4313
Dakota Community Bank & Trust
Hebron,
North Dakota
| $34.8M | +$2.58M | +8% | 0.18% | 93.4% | 106 | 6.6% | 3.2 |
|
| 4314 |
4314
Sanchez Wealth Management Group
Jacksonville,
Florida
| $33.2M | -$538M | -94% | 0.57% | 61.1% | 53 | 56.6% | 4.5 |
|
| 4315 |
CPR
4315
CSU Producer Resources
Fairfield,
Ohio
| $33M | +$2.67M | +9% | 13.8% | 110% | 22 | 0% | 7.6 |
|
| 4316 |
4316
Syncona Portfolio
St Peter Port,
Guernsey
| $32.3M | +$5.66M | +21% | 21.3% | 24% | 1 | 0% | 4.8 |
|
| 4317 |
BAS
4317
Breakthru Advisory Services
Muskego,
Wisconsin
| $29.6M | -$213K | -0.7% | 1.41% | – | 20 | 40% | 0.8 |
|
| 4318 |
4318
West Tower Group
Richmond,
Virginia
| $27M | -$8.64M | -24% | 1.7% | 120% | 51 | 50.98% | 1 |
|
| 4319 |
4319
Axim Planning & Wealth
Springboro,
Ohio
| $26.5M | -$45.1M | -63% | 22.9% | 32.3% | 93 | 78.49% | 1.9 |
|
| 4320 |
SCA
4320
SMH Capital Advisors
Fort Worth,
Texas
| $26.4M | +$906K | +4% | 1.7% | 9.86% | 59 | 13.56% | 2.7 |
|
| 4321 |
4321
Strategic Advocates
Logan,
Utah
| $25.9M | +$103K | +0.4% | 0.17% | 111% | 267 | 8.24% | 1.4 |
|
| 4322 |
4322
Samson Rock Capital
London,
United Kingdom
| $24.8M | -$20.8M | -46% | 16.1% | 166% | 4 | 75% | 0.8 |
|
| 4323 |
HIIL
4323
HS Investments III Ltd
St. Peter Port,
| $24.5M | +$2.19M | +10% | 30.1% | – | 1 | 0% | 0.8 |
|
| 4324 |
4324
Scarborough Advisors
Annapolis,
Maryland
| $23.9M | -$847M | -97% | 0.89% | 63.3% | 149 | 96.64% | 1.1 |
|
| 4325 |
4325
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $23.1M | +$3.63M | +19% | 0.64% | 32% | 10 | 40% | 3 |
|