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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, 4,643 funds (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
FinDec Wealth Services
Stockton,
California
| $83.5M | -$1.1M | -1% | 0.19% | 52.7% | 33 | 12.12% | 3.1 |
|
| 4452 |
HCVG
4452
H Capital V GP
Grand Cayman,
Cayman Islands
| $83.4M | +$11.5M | +16% | 16% | – | 1 | 0% | 4.8 |
|
| 4453 |
BCM
4453
Beaumont Capital Management
Boston,
Massachusetts
| $83.4M | -$3.04M | -4% | 0.02% | 49.6% | 45 | 48.89% | 1.1 |
|
| 4454 |
4454
Solutions 4 Wealth
Southlake,
Texas
| $83.3M | +$5.78M | +7% | 0.03% | 54.9% | 63 | 14.29% | 1.9 |
|
| 4455 |
4455
Financially Speaking
Greenwood Village,
Colorado
| $83.2M | +$62.6M | +304% | 3.24% | – | 130 | 30% | 1 |
|
| 4456 |
4456
Pensionfund Sabic
Sittard,
Netherlands
| $82.9M | -$10.6M | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 4457 |
4457
Security Benefit Life Insurance Company
Topeka,
Kansas
| $82.3M | -$99.2M | -55% | 9.91% | 61.7% | 22 | 18.18% | 3.2 |
|
| 4458 |
WPA
4458
WIT Partners Advisory
Singapore
| $82.3M | -$131M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 4459 |
4459
ProCore Advisors
Newport Beach,
California
| $82.2M | +$1.44M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|
| 4460 |
AC
4460
ASB Consultores
Aventura,
Florida
| $81.9M | +$15.8M | +24% | 0.82% | 91% | 50 | 20% | 1.2 |
|
| 4461 |
4461
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $81.2M | -$106M | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 4462 |
4462
LDR Capital Management
New York
| $81M | -$5.69M | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|
| 4463 |
4463
Charis Legacy Partners
Bryan,
Texas
| $80.9M | -$420K | -0.5% | 2.02% | – | 29 | 3.45% | 1.4 |
|
| 4464 |
4464
Regents Gate Capital
London,
United Kingdom
| $80.2M | +$5.09M | +7% | 5.23% | – | 49 | 55.1% | 0.3 |
|
| 4465 |
4465
Myriad Asset Management US
West Palm Beach,
Florida
| $79.9M | +$7.47M | +10% | 4.69% | – | 78 | 51.28% | 0.4 |
|
| 4466 |
4466
Trium Capital
London,
United Kingdom
| $79.4M | -$83.1M | -51% | 8.97% | 215% | 73 | 54.79% | 0.7 |
|
| 4467 |
4467
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| $79.1M | -$3.97M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 4468 |
4468
Avory & Company
Miami,
Florida
| $78.9M | -$1.12M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 4469 |
4469
Alken Asset Management
London,
United Kingdom
| $78.5M | -$11.1M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 4470 |
JAWA
4470
John A. Wolfe & Associates
Portage,
Michigan
| $77.3M | +$4.73M | +7% | 1.23% | – | 47 | 10.64% | 0.6 |
|
| 4471 |
4471
Stapp Wealth Management
Olympia,
Washington
| $77.2M | +$706K | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 4472 |
OR
4472
Olympiad Research
Stamford,
Connecticut
| $77M | +$29M | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 4473 |
4473
Wellington Shields & Co
New York
| $76M | -$370M | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 4474 |
CMANY
4474
Capital Management Associates (New York)
New York
| $76M | -$1.75M | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 4475 |
4475
Wellington Shields Capital Management
New York
| $76M | -$712M | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|