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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, 4,696 funds (~53%) 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)
Axim Planning & Wealth
4601
Axim Planning & Wealth
Ohio
$26.5M -$45.1M -63% 22.9% 32.3% 93 78.49% 1.9
SCA
4602
SMH Capital Advisors
Texas
$26.4M +$906K +4% 1.7% 9.86% 59 13.56% 2.7
Strategic Advocates
4603
Strategic Advocates
Utah
$25.9M +$103K +0.4% 0.17% 111% 267 8.24% 1.4
Samson Rock Capital
4604
Samson Rock Capital
United Kingdom
$24.8M -$20.8M -46% 16.1% 166% 4 75% 0.8
HIIL
4605
HS Investments III Ltd
$24.5M +$2.19M +10% 30.1% – 1 0% 0.8
Scarborough Advisors
4606
Scarborough Advisors
Maryland
$23.9M -$847M -97% 0.89% 63.3% 149 96.64% 1.1
Penn Mutual Asset Management
4607
Penn Mutual Asset Management
Pennsylvania
$23.1M +$3.63M +19% 0.64% 32% 10 40% 3
REX Advisers
4608
REX Advisers
Connecticut
$21.1M -$23.2M -52% 25.4% – 90 88.89% 0.1
Pathway Capital Management
4609
Pathway Capital Management
California
$19.5M -$4.43M -19% 0.8% 659% 8 100% 0
Livelsberger Financial Advisory
4610
Livelsberger Financial Advisory
Ohio
$18.6M – – 2.55% – 218 – 0.1
RCP
4611
RPM Capital Partners
New York
$18.1M +$11.2M +163% 15.8% 8.37% 2 50% 0.4
Flaharty Asset Management
4612
Flaharty Asset Management
Florida
$17.9M -$52M -74% 0.27% 37.8% 52 28.85% 4.4
BIMC
4613
Benson Investment Management Company
Virginia
$17.8M -$1.01M -5% 1.52% 99.8% 9 22.22% 0.9
Dara Capital US
4614
Dara Capital US
Florida
$17.7M -$127M -88% 4.75% – 110 78.18% 0.8
Silchester International Investors
4615
Silchester International Investors
United Kingdom
$17.3M -$44.8M -72% 9.56% 53.9% 4 25% 2
WLTH Capital Management
4616
WLTH Capital Management
Arizona
$16.4M -$140M -89% 2.74% – 29 34.48% 0.7
Cabana LLC
4617
Cabana LLC
Arkansas
$15.6M +$2.37M +18% 0.53% 59.1% 16 100% 0
Brummer Multi-Strategy
4618
Brummer Multi-Strategy
Sweden
$15.4M +$14.2M +1,162% 10.7% – 9 100% 0
DCM
4619
Dupont Capital Management
Delaware
$14.8M +$12.6M +580% 17.5% 100% 43 9.3% 3.4
CVV
4620
Curative Ventures V
Texas
$13.7M -$855K -6% 5.85% 15.4% 1 0% 4.8
FTX Recovery Trust
4621
FTX Recovery Trust
Texas
$13.1M +$3.65M +39% 38.7% – 1 0% 0.8
Baypointe Partners
4622
Baypointe Partners
Connecticut
$12.4M -$29.4M -70% 13.9% – 21 71.43% 0.4
Wells Financial Advisors
4623
Wells Financial Advisors
Massachusetts
$10.8M -$11.1K -0.1% 0.01% 58.9% 43 13.95% 3.9
Compound Global Advisors
4624
Compound Global Advisors
Washington
$9.22M +$5.17M +128% 1.15% – 45 48.89% 1.1
Acute Investment Advisory
4625
Acute Investment Advisory
Arizona
$8.99M -$463K -5% 0.38% 15% 18 5.56% 1.5