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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, 5,707 funds (~64%) 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)
Norwood Investment Partners
5476
Norwood Investment Partners
California
$77.3M +$4.93M +7% 5.1% 24.4% 17 29.41% 1.4
JAWA
5477
John A. Wolfe & Associates
Michigan
$77.3M +$4.73M +7% 1.23% – 47 10.64% 0.6
Stapp Wealth Management
5478
Stapp Wealth Management
Washington
$77.2M +$706K +0.9% 1.88% 54.4% 34 14.71% 1.7
OR
5479
Olympiad Research
Connecticut
$77M +$29M +60% 3.3% 187% 335 82.69% 0.1
Wellington Shields & Co
5480
Wellington Shields & Co
New York
$76M -$370M -83% 2.19% 127% 333 87.69% 4.8
CMANY
5481
Capital Management Associates (New York)
New York
$76M -$1.75M -2% 2.19% 215% 50 22% 3.1
Wellington Shields Capital Management
5482
Wellington Shields Capital Management
New York
$76M -$712M -90% 2.19% 157% 337 87.54% 6.3
Spectrum Asset Management (Connecticut)
5483
Spectrum Asset Management (Connecticut)
Connecticut
$75.9M +$6.28M +9% 5.59% 2.88% 5 40% 3.9
Triad Investment Management
5484
Triad Investment Management
California
$75.4M -$15.3M -17% 1.69% – 37 21.62% 3.5
Optimas Capital
5485
Optimas Capital
Hong Kong
$75.3M -$21.6M -22% 3.5% 358% 27 81.48% 0.1
BWM
5486
Blossom Wealth Management
California
$74.5M +$3.55M +5% 3.37% 104% 77 6.49% 3.2
FCI
5487
Financial Counselors Inc
Kansas
$74M +$1.32M +2% 1.39% 84.8% 13 0% 9.1
APEIRON Capital Ltd
5488
APEIRON Capital Ltd
Hong Kong
$73.7M -$82M -53% 23.8% 362% 14 50% 1
Harrison Street Private Wealth
5489
Harrison Street Private Wealth
Colorado
$73M +$2.06M +3% 8.26% – 21 0% 0.5
Empower Harvest Management Services
5490
Empower Harvest Management Services
Cayman Islands
$72.5M -$311K -0.4% 1.85% – 1 0% 1.8
Stronghold Wealth Management
5491
Stronghold Wealth Management
Florida
$72.4M -$2.34M -3% 1.27% – 143 20.98% 0.6
XXEC Inc
5492
XXEC Inc
Oklahoma
$71.8M -$698M -91% 5.93% 30.1% 26 26.92% 2.7
Fourier Capital Management
5493
Fourier Capital Management
$70.7M +$6.73M +11% 16.5% – 20 80% 0.1
University of Maryland Foundation
5494
University of Maryland Foundation
Maryland
$70.4M +$14.3M +25% 1.22% 54.9% 5 20% 2.8
Copperwood Asset Management
5495
Copperwood Asset Management
Texas
$70.1M +$23.5M +50% 42.2% – 1 0% 0.8
Lockerman Financial Group
5496
Lockerman Financial Group
California
$69.7M +$4.3M +7% 0.25% 70.4% 97 15.46% 2
Sapphire Ventures
5497
Sapphire Ventures
Texas
$69.5M -$34.3M -33% 24.2% 7.75% 4 25% 3.3
Andina Capital Management
5498
Andina Capital Management
Utah
$69.4M +$7.43M +12% 0.87% 38.9% 86 33.72% 1.2
ACM
5499
Altium Capital Management
New York
$68.8M +$21.3M +45% 2.32% – 20 5% 0.7
TCG Capital Management
5500
TCG Capital Management
California
$67.7M -$5.88M -8% 7.99% 29.3% 1 0% 3.8