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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, 4,624 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)
Baypointe Partners
4551
Baypointe Partners
Connecticut
$12.4M -$29.4M -70% 13.9% – 21 71.43% 0.4
Wells Financial Advisors
4552
Wells Financial Advisors
Massachusetts
$10.8M -$11.1K -0.1% 0.01% 58.9% 43 13.95% 3.9
Compound Global Advisors
4553
Compound Global Advisors
Washington
$9.22M +$5.17M +128% 1.15% – 45 48.89% 1.1
Acute Investment Advisory
4554
Acute Investment Advisory
Arizona
$8.99M -$463K -5% 0.38% 15% 18 5.56% 1.5
Price Financial Group Wealth Management
4555
Price Financial Group Wealth Management
Oregon
$8.2M +$2.18M +36% 3.91% – 24 37.5% 0.4
Revelation Capital Management
4556
Revelation Capital Management
California
$8.01M -$102M -93% 50.8% – 3 66.67% 0.4
Spurstone Advisory Services
4557
Spurstone Advisory Services
Connecticut
$7.64M +$313K +4% 10.6% – 101 3.96% 1.2
Atlas Merchant Capital
4558
Atlas Merchant Capital
New York
$6.46M +$5.88M +1,006% 4.76% 67.6% 3 100% 0
Belfer Management
4559
Belfer Management
New York
$5.94M -$97.1K -2% 2.44% 85.9% 19 31.58% 2.5
OFC
4560
Oakland Financial Corp
$4.82M +$308K +7% 4.37% – 7 14.29% 1.5
EWML
4561
Eiger Wealth Management, LLC
California
$4.62M +$1.43M +45% 0.47% – 17 29.41% 0.5
American International Group
4562
American International Group
New York
$4.18M +$1.25M +43% 42.6% 161% 1 0% 2.3
Eurizon Asset Management Slovakia
4563
Eurizon Asset Management Slovakia
$4.13M +$122K +3% 0.1% – 6 16.67% 0.6
Mizuho Securities
4564
Mizuho Securities
Japan
$3.98M – – 0.86% – 19 – 0.3
Longboard Asset Management
4565
Longboard Asset Management
Arizona
$3.72M -$2.25M -38% 6.64% – 32 46.88% 0.8
FM
4566
Factorial Management
Hong Kong
$3.48M -$135K -4% 4.88% – 3 0% 1.2
Great Mountain Partners
4567
Great Mountain Partners
Connecticut
$3.21M -$6.08M -65% 65.5% 98.7% 1 0% 6.3
SRB
4568
Sid R. Bass
$2.91M +$314K +12% 10.9% – 1 0% 0.8
PayPay Securities
4569
PayPay Securities
Japan
$2.9M +$132K +5% 0.8% 96.8% 316 6.33% 2.7
Acuitas Investments
4570
Acuitas Investments
Washington
$2.55M +$1.13M +79% 6.38% 120% 14 57.14% 0.2
PharVision Advisers
4571
PharVision Advisers
Florida
$2.46M -$2.84M -54% 13.7% – 80 87.5% 0.2
Cohalo Advisory
4572
Cohalo Advisory
Washington
$1.82M +$169K +10% 0.76% – 19 31.58% 1
FSC Wealth Advisors
4573
FSC Wealth Advisors
New York
$624K +$111K +22% 21.5% 66.4% 1 0% 4.8
USCF Advisers
4574
USCF Advisers
California
$410K +$311K +311% 87.1% 19.5% 1 0% 0.8
FP
4575
Factorial Partners
New York
$75.7K -$265K -78% 0.05% 88.7% 2 100% 0