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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, 4,821 funds (~54%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
FCI
4651
Financial Counselors Inc
Overland Park,
Kansas
| $74M | +$1.32M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 4652 |
4652
APEIRON Capital Ltd
Hong Kong
| $73.7M | -$82M | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 4653 |
4653
Harrison Street Private Wealth
Denver,
Colorado
| $73M | +$2.06M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 4654 |
4654
Stronghold Wealth Management
Tampa,
Florida
| $72.4M | -$2.34M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 4655 |
4655
XXEC Inc
Tulsa,
Oklahoma
| $71.8M | -$698M | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 4656 |
4656
University of Maryland Foundation
Adelphi,
Maryland
| $70.4M | +$14.3M | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 4657 |
4657
Lockerman Financial Group
Newport Beach,
California
| $69.7M | +$4.3M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 4658 |
4658
Sapphire Ventures
Austin,
Texas
| $69.5M | -$34.3M | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 4659 |
4659
Andina Capital Management
Lehi,
Utah
| $69.4M | +$7.43M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|
| 4660 |
ACM
4660
Altium Capital Management
New York
| $68.8M | +$21.3M | +45% | 2.32% | – | 20 | 5% | 0.7 |
|
| 4661 |
4661
TCG Capital Management
Playa Vista,
California
| $67.7M | -$5.88M | -8% | 7.99% | 29.3% | 1 | 0% | 3.8 |
|
| 4662 |
BC
4662
Bayforest Capital
London,
United Kingdom
| $67.6M | -$40.6M | -38% | 1.42% | – | 1,258 | 59.22% | 0.4 |
|
| 4663 |
4663
Canaan Partners XI
Menlo Park,
California
| $66.9M | -$60.4M | -47% | 46.3% | 798% | 3 | 0% | 3.4 |
|
| 4664 |
4664
Connective Portfolio Management
New York
| $66.9M | +$6.81M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 4665 |
4665
Crystal Cove Asset Management
Newport Beach,
California
| $66.8M | -$24.9M | -27% | 20.8% | – | 23 | 26.09% | 0.4 |
|
| 4666 |
4666
QP Wealth Management
Eatontown,
New Jersey
| $66.5M | -$3.6M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 4667 |
4667
Navigation Wealth Management
Fort Collins,
Colorado
| $66.1M | -$6.47M | -9% | 0.25% | 46.5% | 35 | 8.57% | 1.2 |
|
| 4668 |
4668
Altar Rock
New York
| $65.8M | -$2.69M | -4% | 4.69% | – | 96 | 40.63% | 0.5 |
|
| 4669 |
AP
4669
Arlington Partners
Birmingham,
Alabama
| $65.4M | +$10M | +18% | 1.31% | 46.4% | 64 | 95.31% | 1.3 |
|
| 4670 |
4670
Sullivan Wood Capital Management
Washington,
District of Columbia
| $65.2M | -$7.8M | -11% | 9.12% | – | 24 | 16.67% | 1 |
|
| 4671 |
4671
Clear Investment Research
Alpharetta,
Georgia
| $64.7M | +$513K | +0.8% | 0.93% | 53.7% | 61 | 6.56% | 5.9 |
|
| 4672 |
4672
Breachway Investments
Charlestown,
Rhode Island
| $64.7M | -$1.7M | -3% | 0.07% | – | 77 | 12.99% | 0.7 |
|
| 4673 |
4673
Northwestern University
Evanston,
Illinois
| $64.5M | +$1.15M | +2% | 0.34% | 28.2% | 5 | 20% | 2.9 |
|
| 4674 |
4674
Stone Ridge Holdings Group
New York
| $61.2M | +$42.6M | +229% | 28.7% | – | 13 | 7.69% | 1.4 |
|
| 4675 |
4675
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $61.1M | -$214M | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|