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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, 5,485 funds (~61%) 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)
Dakota Community Bank & Trust
5351
Dakota Community Bank & Trust
North Dakota
$34.8M +$2.58M +8% 0.18% 93.4% 106 6.6% 3.2
Amplify Investments
5352
Amplify Investments
Illinois
$33.8M +$26.6M +367% 6.66% – 50 56% 0.6
Monashee Investment Management
5353
Monashee Investment Management
Massachusetts
$33.4M -$26.2M -44% 5.87% 460% 33 90.91% 0.2
Sanchez Wealth Management Group
5354
Sanchez Wealth Management Group
Florida
$33.2M -$538M -94% 0.57% 61.1% 53 56.6% 4.5
CPR
5355
CSU Producer Resources
Ohio
$33M +$2.67M +9% 13.8% 110% 22 0% 7.6
Syncona Portfolio
5356
Syncona Portfolio
Guernsey
$32.3M +$5.66M +21% 21.3% 24% 1 0% 4.8
BAS
5357
Breakthru Advisory Services
Wisconsin
$29.6M -$213K -0.7% 1.41% – 20 40% 0.8
Riverstone Holdings
5358
Riverstone Holdings
New York
$28.2M -$2.71M -9% 9.06% 50.5% 4 0% 5
Semanteon Capital Management
5359
Semanteon Capital Management
Massachusetts
$27M +$4.85M +22% 3.12% 149% 186 83.33% 0.1
West Tower Group
5360
West Tower Group
Virginia
$27M -$8.64M -24% 1.7% 120% 51 50.98% 1
Axim Planning & Wealth
5361
Axim Planning & Wealth
Ohio
$26.5M -$45.1M -63% 22.9% 32.3% 93 78.49% 1.9
SCA
5362
SMH Capital Advisors
Texas
$26.4M +$906K +4% 1.7% 9.86% 59 13.56% 2.7
Strategic Advocates
5363
Strategic Advocates
Utah
$25.9M +$103K +0.4% 0.17% 111% 267 8.24% 1.4
IDG-Accel China Capital GP II Associates
5364
IDG-Accel China Capital GP II Associates
Hong Kong
$25.6M +$6.08M +31% 31.2% – 1 0% 0.8
Samson Rock Capital
5365
Samson Rock Capital
United Kingdom
$24.8M -$20.8M -46% 16.1% 166% 4 75% 0.8
HIIL
5366
HS Investments III Ltd
$24.5M +$2.19M +10% 30.1% – 1 0% 0.8
Emeth Value Capital
5367
Emeth Value Capital
Louisiana
$24.1M -$4.74M -16% 21.1% – 3 0% 1.3
Scarborough Advisors
5368
Scarborough Advisors
Maryland
$23.9M -$847M -97% 0.89% 63.3% 149 96.64% 1.1
Penn Mutual Asset Management
5369
Penn Mutual Asset Management
Pennsylvania
$23.1M +$3.63M +19% 0.64% 32% 10 40% 3
REX Advisers
5370
REX Advisers
Connecticut
$21.1M -$23.2M -52% 25.4% – 90 88.89% 0.1
Pathway Capital Management
5371
Pathway Capital Management
California
$19.5M -$4.43M -19% 0.8% 659% 8 100% 0
Livelsberger Financial Advisory
5372
Livelsberger Financial Advisory
Ohio
$18.6M – – 2.55% – 218 – 0.1
RCP
5373
RPM Capital Partners
New York
$18.1M +$11.2M +163% 15.8% 8.37% 2 50% 0.4
Flaharty Asset Management
5374
Flaharty Asset Management
Florida
$17.9M -$52M -74% 0.27% 37.8% 52 28.85% 4.4
Prossimo Advisors
5375
Prossimo Advisors
California
$17.9M +$522K +3% 4.56% 92% 25 8% 1.7