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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, 4,669 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
JC
4526
JCSD Capital
Walnut Creek,
California
| $63.9M | -$4.71M | -7% | 4.07% | – | 27 | 48.15% | 1.1 |
|
| 4527 |
4527
Stone Ridge Holdings Group
New York
| $61.2M | +$42.6M | +229% | 28.7% | – | 13 | 7.69% | 1.4 |
|
| 4528 |
4528
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $61.1M | -$214M | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|
| 4529 |
4529
Groesbeck Investment Management
Paramus,
New Jersey
| $60.4M | -$2.41M | -4% | 1.1% | 155% | 100 | 6% | 4.6 |
|
| 4530 |
4530
Impact Investors
San Francisco,
California
| $60.3M | -$76.4M | -56% | 1.09% | – | 94 | 56.38% | 1.3 |
|
| 4531 |
4531
TSG Consumer Partners
Larkspur,
California
| $60.3M | -$53.7M | -47% | 46.3% | 12.3% | 1 | 0% | 4.8 |
|
| 4532 |
4532
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $59.9M | -$2.24M | -4% | 3.54% | 38.4% | 4 | 0% | 1.1 |
|
| 4533 |
4533
Versor Investments
New York
| $59.8M | +$12.3M | +26% | 11.9% | 240% | 46 | 65.22% | 0.2 |
|
| 4534 |
4534
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| $59.3M | -$210M | -78% | 4.39% | – | 6 | 50% | 0.8 |
|
| 4535 |
DT
4535
DBA Trading
Fort Lauderdale,
Florida
| $59.3M | -$140M | -70% | 2.48% | – | 51 | 66.67% | 0.4 |
|
| 4536 |
4536
Lexington Partners
New York
| $58.9M | -$75M | -56% | 27.6% | 24.5% | 3 | 33.33% | 2 |
|
| 4537 |
4537
Praxis Capital Management
Chicago,
Illinois
| $58.9M | -$4.24M | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 4538 |
PFA
4538
Portland Financial Advisors
Port Washington,
New York
| $57.5M | +$2.72M | +5% | 0.08% | – | 95 | 9.47% | 1.3 |
|
| 4539 |
4539
Littlejohn & Co
Greenwich,
Connecticut
| $57M | -$21.6M | -27% | 3.12% | 66.1% | 10 | 30% | 2.6 |
|
| 4540 |
4540
General Motors Holdings
Detroit,
Michigan
| $56.7M | -$23.1M | -29% | 28.6% | 21.4% | 4 | 0% | 2.7 |
|
| 4541 |
4541
Eagle Point Credit Management
Greenwich,
Connecticut
| $56.4M | -$9.8M | -15% | 7.74% | – | 13 | 0% | 0.8 |
|
| 4542 |
4542
Israel Discount Bank of New York
New York
| $55.4M | +$1.37M | +3% | 0.85% | 40.8% | 46 | 13.04% | 4.3 |
|
| 4543 |
4543
Wise Wealth Partners
Phoenix,
Arizona
| $54.6M | -$4.25M | -7% | 0.01% | – | 45 | 20% | 1.1 |
|
| 4544 |
4544
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| $54.5M | +$7.83M | +17% | 15.5% | – | 39 | 0% | 2 |
|
| 4545 |
4545
Axon Capital
New York
| $53.9M | -$19.7M | -27% | 6.37% | – | 12 | 41.67% | 0.5 |
|
| 4546 |
4546
Hestia Capital Management
Cranberry Township,
Pennsylvania
| $52.9M | -$22.6M | -30% | 16.1% | – | 11 | 36.36% | 0.9 |
|
| 4547 |
4547
SL Advisors
Westfield,
New Jersey
| $51.2M | -$5.92M | -10% | 2.39% | 74.1% | 33 | 9.09% | 6.7 |
|
| 4548 |
4548
Crosspoint Financial
Tustin,
California
| $50.5M | +$6.85M | +16% | 1.38% | – | 46 | 30.43% | 1.2 |
|
| 4549 |
4549
Notable Capital Management
Menlo Park,
California
| $49.5M | -$2.07M | -4% | 11.5% | – | 10 | 10% | 0.9 |
|
| 4550 |
4550
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $49.2M | +$3.85M | +8% | 14.2% | 261% | 39 | 48.72% | 2.2 |
|