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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.

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