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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
REX Advisers
Fairfield,
Connecticut
| $21.1M | -$23.2M | -52% | 25.4% | – | 90 | 88.89% | 0.1 |
|
| 4327 |
4327
Pathway Capital Management
Irvine,
California
| $19.5M | -$4.43M | -19% | 0.8% | 659% | 8 | 100% | 0 |
|
| 4328 |
4328
Livelsberger Financial Advisory
Ashland,
Ohio
| $18.6M | – | – | 2.55% | – | 218 | – | 0.1 |
|
| 4329 |
RCP
4329
RPM Capital Partners
New York
| $18.1M | +$11.2M | +163% | 15.8% | 8.37% | 2 | 50% | 0.4 |
|
| 4330 |
4330
Flaharty Asset Management
Clearwater,
Florida
| $17.9M | -$52M | -74% | 0.27% | 37.8% | 52 | 28.85% | 4.4 |
|
| 4331 |
BIMC
4331
Benson Investment Management Company
Roanoke,
Virginia
| $17.8M | -$1.01M | -5% | 1.52% | 99.8% | 9 | 22.22% | 0.9 |
|
| 4332 |
4332
Dara Capital US
Miami,
Florida
| $17.7M | -$127M | -88% | 4.75% | – | 110 | 78.18% | 0.8 |
|
| 4333 |
4333
Silchester International Investors
London,
United Kingdom
| $17.3M | -$44.8M | -72% | 9.56% | 53.9% | 4 | 25% | 2 |
|
| 4334 |
4334
WLTH Capital Management
Chandler,
Arizona
| $16.4M | -$140M | -89% | 2.74% | – | 29 | 34.48% | 0.7 |
|
| 4335 |
4335
Cabana LLC
Fayetteville,
Arkansas
| $15.6M | +$2.37M | +18% | 0.53% | 59.1% | 16 | 100% | 0 |
|
| 4336 |
4336
Brummer Multi-Strategy
Stockholm,
Sweden
| $15.4M | +$14.2M | +1,162% | 10.7% | – | 9 | 100% | 0 |
|
| 4337 |
DCM
4337
Dupont Capital Management
Wilmington,
Delaware
| $14.8M | +$12.6M | +580% | 17.5% | 100% | 43 | 9.3% | 3.4 |
|
| 4338 |
CVV
4338
Curative Ventures V
Dallas,
Texas
| $13.7M | -$855K | -6% | 5.85% | 15.4% | 1 | 0% | 4.8 |
|
| 4339 |
4339
FTX Recovery Trust
League City,
Texas
| $13.1M | +$3.65M | +39% | 38.7% | – | 1 | 0% | 0.8 |
|
| 4340 |
4340
Baypointe Partners
Stamford,
Connecticut
| $12.4M | -$29.4M | -70% | 13.9% | – | 21 | 71.43% | 0.4 |
|
| 4341 |
4341
Wells Financial Advisors
Framingham,
Massachusetts
| $10.8M | -$11.1K | -0.1% | 0.01% | 58.9% | 43 | 13.95% | 3.9 |
|
| 4342 |
4342
Compound Global Advisors
Mercer Island,
Washington
| $9.22M | +$5.17M | +128% | 1.15% | – | 45 | 48.89% | 1.1 |
|
| 4343 |
4343
Acute Investment Advisory
Mesa,
Arizona
| $8.99M | -$463K | -5% | 0.38% | 15% | 18 | 5.56% | 1.5 |
|
| 4344 |
4344
Price Financial Group Wealth Management
Portland,
Oregon
| $8.2M | +$2.18M | +36% | 3.91% | – | 24 | 37.5% | 0.4 |
|
| 4345 |
4345
Revelation Capital Management
Sausalito,
California
| $8.01M | -$102M | -93% | 50.8% | – | 3 | 66.67% | 0.4 |
|
| 4346 |
4346
Spurstone Advisory Services
Higganum,
Connecticut
| $7.64M | +$313K | +4% | 10.6% | – | 101 | 3.96% | 1.2 |
|
| 4347 |
4347
Atlas Merchant Capital
New York
| $6.46M | +$5.88M | +1,006% | 4.76% | 67.6% | 3 | 100% | 0 |
|
| 4348 |
4348
Belfer Management
New York
| $5.94M | -$97.1K | -2% | 2.44% | 85.9% | 19 | 31.58% | 2.5 |
|
| 4349 |
OFC
4349
Oakland Financial Corp
| $4.82M | +$308K | +7% | 4.37% | – | 7 | 14.29% | 1.5 |
|
| 4350 |
EWML
4350
Eiger Wealth Management, LLC
San Diego,
California
| $4.62M | +$1.43M | +45% | 0.47% | – | 17 | 29.41% | 0.5 |
|