We are live on ! Find out more

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, 4,681 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)
Mitsubishi UFJ Morgan Stanley Securities
4576
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38.7M +$5.98M +18% 1.43% – 179 13.41% 0.6
Corundum Trust Company
4577
Corundum Trust Company
South Dakota
$37.8M +$312K +0.8% 2.12% – 29 6.9% 2.6
Savior LLC
4578
Savior LLC
Massachusetts
$36M +$1.18M +3% 1.2% 82.8% 23 39.13% 1.9
Dakota Community Bank & Trust
4579
Dakota Community Bank & Trust
North Dakota
$34.8M +$2.58M +8% 0.18% 93.4% 106 6.6% 3.2
Monashee Investment Management
4580
Monashee Investment Management
Massachusetts
$33.4M -$26.2M -44% 5.87% 460% 33 90.91% 0.2
Sanchez Wealth Management Group
4581
Sanchez Wealth Management Group
Florida
$33.2M -$538M -94% 0.57% 61.1% 53 56.6% 4.5
CPR
4582
CSU Producer Resources
Ohio
$33M +$2.67M +9% 13.8% 110% 22 0% 7.6
Syncona Portfolio
4583
Syncona Portfolio
Guernsey
$32.3M +$5.66M +21% 21.3% 24% 1 0% 4.8
BAS
4584
Breakthru Advisory Services
Wisconsin
$29.6M -$213K -0.7% 1.41% – 20 40% 0.8
West Tower Group
4585
West Tower Group
Virginia
$27M -$8.64M -24% 1.7% 120% 51 50.98% 1
Axim Planning & Wealth
4586
Axim Planning & Wealth
Ohio
$26.5M -$45.1M -63% 22.9% 32.3% 93 78.49% 1.9
SCA
4587
SMH Capital Advisors
Texas
$26.4M +$906K +4% 1.7% 9.86% 59 13.56% 2.7
Strategic Advocates
4588
Strategic Advocates
Utah
$25.9M +$103K +0.4% 0.17% 111% 267 8.24% 1.4
Samson Rock Capital
4589
Samson Rock Capital
United Kingdom
$24.8M -$20.8M -46% 16.1% 166% 4 75% 0.8
HIIL
4590
HS Investments III Ltd
$24.5M +$2.19M +10% 30.1% – 1 0% 0.8
Scarborough Advisors
4591
Scarborough Advisors
Maryland
$23.9M -$847M -97% 0.89% 63.3% 149 96.64% 1.1
Penn Mutual Asset Management
4592
Penn Mutual Asset Management
Pennsylvania
$23.1M +$3.63M +19% 0.64% 32% 10 40% 3
REX Advisers
4593
REX Advisers
Connecticut
$21.1M -$23.2M -52% 25.4% – 90 88.89% 0.1
Pathway Capital Management
4594
Pathway Capital Management
California
$19.5M -$4.43M -19% 0.8% 659% 8 100% 0
Livelsberger Financial Advisory
4595
Livelsberger Financial Advisory
Ohio
$18.6M – – 2.55% – 218 – 0.1
RCP
4596
RPM Capital Partners
New York
$18.1M +$11.2M +163% 15.8% 8.37% 2 50% 0.4
Flaharty Asset Management
4597
Flaharty Asset Management
Florida
$17.9M -$52M -74% 0.27% 37.8% 52 28.85% 4.4
BIMC
4598
Benson Investment Management Company
Virginia
$17.8M -$1.01M -5% 1.52% 99.8% 9 22.22% 0.9
Dara Capital US
4599
Dara Capital US
Florida
$17.7M -$127M -88% 4.75% – 110 78.18% 0.8
Silchester International Investors
4600
Silchester International Investors
United Kingdom
$17.3M -$44.8M -72% 9.56% 53.9% 4 25% 2