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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, 4,647 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
OR
4476
Olympiad Research
Stamford,
Connecticut
| $77M | +$29M | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 4477 |
4477
Wellington Shields & Co
New York
| $76M | -$370M | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 4478 |
CMANY
4478
Capital Management Associates (New York)
New York
| $76M | -$1.75M | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 4479 |
4479
Wellington Shields Capital Management
New York
| $76M | -$712M | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 4480 |
4480
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $75.9M | +$6.28M | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 4481 |
4481
Triad Investment Management
Newport Beach,
California
| $75.4M | -$15.3M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 4482 |
4482
Optimas Capital
Central,
Hong Kong
| $75.3M | -$21.6M | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|
| 4483 |
BWM
4483
Blossom Wealth Management
San Ramon, Ca,
California
| $74.5M | +$3.55M | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 4484 |
FCI
4484
Financial Counselors Inc
Overland Park,
Kansas
| $74M | +$1.32M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 4485 |
4485
APEIRON Capital Ltd
Hong Kong
| $73.7M | -$82M | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 4486 |
4486
Harrison Street Private Wealth
Denver,
Colorado
| $73M | +$2.06M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 4487 |
4487
Stronghold Wealth Management
Tampa,
Florida
| $72.4M | -$2.34M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 4488 |
4488
XXEC Inc
Tulsa,
Oklahoma
| $71.8M | -$698M | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 4489 |
4489
University of Maryland Foundation
Adelphi,
Maryland
| $70.4M | +$14.3M | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 4490 |
4490
Lockerman Financial Group
Newport Beach,
California
| $69.7M | +$4.3M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 4491 |
4491
Sapphire Ventures
Austin,
Texas
| $69.5M | -$34.3M | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 4492 |
4492
Andina Capital Management
Lehi,
Utah
| $69.4M | +$7.43M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|
| 4493 |
ACM
4493
Altium Capital Management
New York
| $68.8M | +$21.3M | +45% | 2.32% | – | 20 | 5% | 0.7 |
|
| 4494 |
4494
TCG Capital Management
Playa Vista,
California
| $67.7M | -$5.88M | -8% | 7.99% | 29.3% | 1 | 0% | 3.8 |
|
| 4495 |
BC
4495
Bayforest Capital
London,
United Kingdom
| $67.6M | -$40.6M | -38% | 1.42% | – | 1,258 | 59.22% | 0.4 |
|
| 4496 |
4496
Canaan Partners XI
Menlo Park,
California
| $66.9M | -$60.4M | -47% | 46.3% | 798% | 3 | 0% | 3.4 |
|
| 4497 |
4497
Connective Portfolio Management
New York
| $66.9M | +$6.81M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 4498 |
4498
QP Wealth Management
Eatontown,
New Jersey
| $66.5M | -$3.6M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 4499 |
4499
Navigation Wealth Management
Fort Collins,
Colorado
| $66.1M | -$6.47M | -9% | 0.25% | 46.5% | 35 | 8.57% | 1.2 |
|
| 4500 |
4500
Altar Rock
New York
| $65.8M | -$2.69M | -4% | 4.69% | – | 96 | 40.63% | 0.5 |
|