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, 5,478 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)
Cabana LLC
5376
Cabana LLC
Arkansas
$15.6M +$2.37M +18% 0.53% 59.1% 16 100% 0
Brummer Multi-Strategy
5377
Brummer Multi-Strategy
Sweden
$15.4M +$14.2M +1,162% 10.7% – 9 100% 0
DCM
5378
Dupont Capital Management
Delaware
$14.8M +$12.6M +580% 17.5% 100% 43 9.3% 3.4
Axon Enterprise
5379
Axon Enterprise
Arizona
$14.8M -$4.38M -23% 22.9% – 1 0% 1.8
CVV
5380
Curative Ventures V
Texas
$13.7M -$855K -6% 5.85% 15.4% 1 0% 4.8
FTX Recovery Trust
5381
FTX Recovery Trust
Texas
$13.1M +$3.65M +39% 38.7% – 1 0% 0.8
TradeLink Capital
5382
TradeLink Capital
Illinois
$13M +$2.82M +28% 10.8% 78.8% 31 58.06% 0.2
J.H. Whitney Equity Partners VII
5383
J.H. Whitney Equity Partners VII
Connecticut
$12.9M -$219M -94% 44.8% 943% 1 0% 4.8
Samsung C&T Corporation
5384
Samsung C&T Corporation
South Korea
$12.5M -$3.38M -21% 21.2% – 1 0% 1.8
Baypointe Partners
5385
Baypointe Partners
Connecticut
$12.4M -$29.4M -70% 13.9% – 21 71.43% 0.4
Wells Financial Advisors
5386
Wells Financial Advisors
Massachusetts
$10.8M -$11.1K -0.1% 0.01% 58.9% 43 13.95% 3.9
Compound Global Advisors
5387
Compound Global Advisors
Washington
$9.22M +$5.17M +128% 1.15% – 45 48.89% 1.1
Acute Investment Advisory
5388
Acute Investment Advisory
Arizona
$8.99M -$463K -5% 0.38% 15% 18 5.56% 1.5
Park Square Financial Group
5389
Park Square Financial Group
Georgia
$8.79M -$2.29M -21% 0.7% – 226 15.49% 1.1
Price Financial Group Wealth Management
5390
Price Financial Group Wealth Management
Oregon
$8.2M +$2.18M +36% 3.91% – 24 37.5% 0.4
Revelation Capital Management
5391
Revelation Capital Management
California
$8.01M -$102M -93% 50.8% – 3 66.67% 0.4
Spurstone Advisory Services
5392
Spurstone Advisory Services
Connecticut
$7.64M +$313K +4% 10.6% – 101 3.96% 1.2
Hoya Capital Real Estate
5393
Hoya Capital Real Estate
Connecticut
$6.99M +$187K +3% 2.51% 109% 10 10% 3.2
Atlas Merchant Capital
5394
Atlas Merchant Capital
New York
$6.46M +$5.88M +1,006% 4.76% 67.6% 3 100% 0
Belfer Management
5395
Belfer Management
New York
$5.94M -$97.1K -2% 2.44% 85.9% 19 31.58% 2.5
OFC
5396
Oakland Financial Corp
$4.82M +$308K +7% 4.37% – 7 14.29% 1.5
EWML
5397
Eiger Wealth Management, LLC
California
$4.62M +$1.43M +45% 0.47% – 17 29.41% 0.5
American International Group
5398
American International Group
New York
$4.18M +$1.25M +43% 42.6% 161% 1 0% 2.3
Eurizon Asset Management Slovakia
5399
Eurizon Asset Management Slovakia
$4.13M +$122K +3% 0.1% – 6 16.67% 0.6
Mizuho Securities
5400
Mizuho Securities
Japan
$3.98M – – 0.86% – 19 – 0.3