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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, 5,011 funds (~56%) 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)
Crosspoint Financial
4876
Crosspoint Financial
California
$50.5M +$6.85M +16% 1.38% – 46 30.43% 1.2
Notable Capital Management
4877
Notable Capital Management
California
$49.5M -$2.07M -4% 11.5% – 10 10% 0.9
JGP Global Gestao de Recursos
4878
JGP Global Gestao de Recursos
Brazil
$49.2M +$3.85M +8% 14.2% 261% 39 48.72% 2.2
Novus Advisors
4879
Novus Advisors
South Carolina
$47.7M -$257K -0.5% 0.29% – 55 20% 1.4
Robert Wood Johnson Foundation
4880
Robert Wood Johnson Foundation
New Jersey
$47.4M -$33.6M -42% 4.45% 3.79% 3 66.67% 3.3
Summit Rock Advisors
4881
Summit Rock Advisors
New York
$47M -$29.2M -38% 8.36% – 3 33.33% 0.3
TRB Advisors
4882
TRB Advisors
New York
$46.4M -$186M -80% 1.25% 76.1% 6 50% 5
FDG
4883
Financial Discovery Group
Georgia
$46.3M -$586K -1% 0.22% – 21 23.81% 0.5
CAM
4884
Capital Asset Management
Colorado
$45.9M +$1.49M +3% 2.38% – 47 8.51% 0.7
BCM
4885
Bratton Capital Management
Texas
$45.4M +$4.61M +11% 11.3% 203% 1 0% 7.8
Cornerstone Partners Capital Management
4886
Cornerstone Partners Capital Management
Virginia
$45.1M +$10.7M +31% 2.52% 61.7% 8 25% 3.5
Lattice Capital Management
4887
Lattice Capital Management
Washington
$45M -$4.45M -9% 14.9% 242% 11 27.27% 3.9
Quantify Chaos Advisors
4888
Quantify Chaos Advisors
New York
$44.3M +$8.81M +25% 3.81% – 66 31.82% 0.5
GSC
4889
Ground Swell Capital
South Carolina
$43.4M -$49.1M -53% 3.56% 81.2% 277 95.67% 0
Glaxis Capital Management
4890
Glaxis Capital Management
Florida
$42M -$7.76M -16% 1.71% 98.9% 50 44% 1.6
China-UAE Investment Cooperation
4891
China-UAE Investment Cooperation
$41.3M -$3.96M -9% 8.76% – 1 0% 0.8
GAFA
4892
Garton & Associates Financial Advisors
Kentucky
$41M -$3.21M -7% 1.78% – 31 41.94% 0.5
Cincinnati Indemnity Company
4893
Cincinnati Indemnity Company
Ohio
$41M -$69.9K -0.2% 1.27% 34.8% 11 0% 8.7
Working Capital Advisors (UK)
4894
Working Capital Advisors (UK)
United Kingdom
$39.3M -$18.6M -32% 15.6% 17.1% 2 0% 3.4
Mitsubishi UFJ Morgan Stanley Securities
4895
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38.7M +$5.98M +18% 1.43% – 179 13.41% 0.6
Corundum Trust Company
4896
Corundum Trust Company
South Dakota
$37.8M +$312K +0.8% 2.12% – 29 6.9% 2.6
Savior LLC
4897
Savior LLC
Massachusetts
$36M +$1.18M +3% 1.2% 82.8% 23 39.13% 1.9
Dakota Community Bank & Trust
4898
Dakota Community Bank & Trust
North Dakota
$34.8M +$2.58M +8% 0.18% 93.4% 106 6.6% 3.2
Monashee Investment Management
4899
Monashee Investment Management
Massachusetts
$33.4M -$26.2M -44% 5.87% 460% 33 90.91% 0.2
Sanchez Wealth Management Group
4900
Sanchez Wealth Management Group
Florida
$33.2M -$538M -94% 0.57% 61.1% 53 56.6% 4.5