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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, 5,629 funds (~63%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| $59.3M | -$210M | -78% | 4.39% | – | 6 | 50% | 0.8 |
|
| 5452 |
DT
5452
DBA Trading
Fort Lauderdale,
Florida
| $59.3M | -$140M | -70% | 2.48% | – | 51 | 66.67% | 0.4 |
|
| 5453 |
SWGLO
5453
Summit Wealth Group, LLC/OK
Tulsa,
Oklahoma
| $59M | -$18M | -23% | 3% | – | 63 | 17.46% | 0.7 |
|
| 5454 |
5454
Lexington Partners
New York
| $58.9M | -$75M | -56% | 27.6% | 24.5% | 3 | 33.33% | 2 |
|
| 5455 |
5455
Praxis Capital Management
Chicago,
Illinois
| $58.9M | -$4.24M | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 5456 |
PFA
5456
Portland Financial Advisors
Port Washington,
New York
| $57.5M | +$2.72M | +5% | 0.08% | – | 95 | 9.47% | 1.3 |
|
| 5457 |
5457
Littlejohn & Co
Greenwich,
Connecticut
| $57M | -$21.6M | -27% | 3.12% | 66.1% | 10 | 30% | 2.6 |
|
| 5458 |
5458
General Motors Holdings
Detroit,
Michigan
| $56.7M | -$23.1M | -29% | 28.6% | 21.4% | 4 | 0% | 2.7 |
|
| 5459 |
5459
Eagle Point Credit Management
Greenwich,
Connecticut
| $56.4M | -$9.8M | -15% | 7.74% | – | 13 | 0% | 0.8 |
|
| 5460 |
5460
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $56M | +$767K | +1% | 0.76% | 19.8% | 2 | 0% | 1.4 |
|
| 5461 |
5461
LGT Financial Advisors
Dallas,
Texas
| $55.6M | +$36.7M | +194% | 2.03% | 72.1% | 347 | 41.79% | 1.3 |
|
| 5462 |
5462
Israel Discount Bank of New York
New York
| $55.4M | +$1.37M | +3% | 0.85% | 40.8% | 46 | 13.04% | 4.3 |
|
| 5463 |
5463
Wise Wealth Partners
Phoenix,
Arizona
| $54.6M | -$4.25M | -7% | 0.01% | – | 45 | 20% | 1.1 |
|
| 5464 |
5464
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| $54.5M | +$7.83M | +17% | 15.5% | – | 39 | 0% | 2 |
|
| 5465 |
5465
Axon Capital
New York
| $53.9M | -$19.7M | -27% | 6.37% | – | 12 | 41.67% | 0.5 |
|
| 5466 |
5466
H&F Corporate Investors IX
San Francisco,
California
| $53.8M | -$2.28M | -4% | 4.07% | 64.2% | 1 | 0% | 3.8 |
|
| 5467 |
5467
Hestia Capital Management
Cranberry Township,
Pennsylvania
| $52.9M | -$22.6M | -30% | 16.1% | – | 11 | 36.36% | 0.9 |
|
| 5468 |
5468
SL Advisors
Westfield,
New Jersey
| $51.2M | -$5.92M | -10% | 2.39% | 74.1% | 33 | 9.09% | 6.7 |
|
| 5469 |
5469
Crosspoint Financial
Tustin,
California
| $50.5M | +$6.85M | +16% | 1.38% | – | 46 | 30.43% | 1.2 |
|
| 5470 |
5470
Notable Capital Management
Menlo Park,
California
| $49.5M | -$2.07M | -4% | 11.5% | – | 10 | 10% | 0.9 |
|
| 5471 |
5471
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $49.2M | +$3.85M | +8% | 14.2% | 261% | 39 | 48.72% | 2.2 |
|
| 5472 |
5472
Novus Advisors
Greenville,
South Carolina
| $47.7M | -$257K | -0.5% | 0.29% | – | 55 | 20% | 1.4 |
|
| 5473 |
5473
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $47.4M | -$33.6M | -42% | 4.45% | 3.79% | 3 | 66.67% | 3.3 |
|
| 5474 |
5474
Summit Rock Advisors
New York
| $47M | -$29.2M | -38% | 8.36% | – | 3 | 33.33% | 0.3 |
|
| 5475 |
5475
TRB Advisors
New York
| $46.4M | -$186M | -80% | 1.25% | 76.1% | 6 | 50% | 5 |
|