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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.
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
BC
5501
Bayforest Capital
London,
United Kingdom
| $67.6M | -$40.6M | -38% | 1.42% | – | 1,258 | 59.22% | 0.4 |
|
| 5502 |
5502
Canaan Partners XI
Menlo Park,
California
| $66.9M | -$60.4M | -47% | 46.3% | 798% | 3 | 0% | 3.4 |
|
| 5503 |
5503
Connective Portfolio Management
New York
| $66.9M | +$6.81M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 5504 |
5504
Crystal Cove Asset Management
Newport Beach,
California
| $66.8M | -$24.9M | -27% | 20.8% | – | 23 | 26.09% | 0.4 |
|
| 5505 |
5505
QP Wealth Management
Eatontown,
New Jersey
| $66.5M | -$3.6M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 5506 |
5506
Navigation Wealth Management
Fort Collins,
Colorado
| $66.1M | -$6.47M | -9% | 0.25% | 46.5% | 35 | 8.57% | 1.2 |
|
| 5507 |
5507
Altar Rock
New York
| $65.8M | -$2.69M | -4% | 4.69% | – | 96 | 40.63% | 0.5 |
|
| 5508 |
KA
5508
Kailix Advisors
Fort Lauderdale,
Florida
| $65.7M | -$37.8M | -37% | 11.8% | 6.04% | 12 | 50% | 1.4 |
|
| 5509 |
AP
5509
Arlington Partners
Birmingham,
Alabama
| $65.4M | +$10M | +18% | 1.31% | 46.4% | 64 | 95.31% | 1.3 |
|
| 5510 |
5510
Sullivan Wood Capital Management
Washington,
District of Columbia
| $65.2M | -$7.8M | -11% | 9.12% | – | 24 | 16.67% | 1 |
|
| 5511 |
5511
Clear Investment Research
Alpharetta,
Georgia
| $64.7M | +$513K | +0.8% | 0.93% | 53.7% | 61 | 6.56% | 5.9 |
|
| 5512 |
5512
Breachway Investments
Charlestown,
Rhode Island
| $64.7M | -$1.7M | -3% | 0.07% | – | 77 | 12.99% | 0.7 |
|
| 5513 |
5513
Northwestern University
Evanston,
Illinois
| $64.5M | +$1.15M | +2% | 0.34% | 28.2% | 5 | 20% | 2.9 |
|
| 5514 |
5514
Stone Ridge Holdings Group
New York
| $61.2M | +$42.6M | +229% | 28.7% | – | 13 | 7.69% | 1.4 |
|
| 5515 |
5515
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $61.1M | -$214M | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|
| 5516 |
5516
Groesbeck Investment Management
Paramus,
New Jersey
| $60.4M | -$2.41M | -4% | 1.1% | 155% | 100 | 6% | 4.6 |
|
| 5517 |
5517
Green Court Capital Management
Hong Kong
| $60.3M | -$56.7M | -48% | 2.32% | 30% | 3 | 33.33% | 0.9 |
|
| 5518 |
5518
Impact Investors
San Francisco,
California
| $60.3M | -$76.4M | -56% | 1.09% | – | 94 | 56.38% | 1.3 |
|
| 5519 |
5519
TSG Consumer Partners
Larkspur,
California
| $60.3M | -$53.7M | -47% | 46.3% | 12.3% | 1 | 0% | 4.8 |
|
| 5520 |
5520
Charles Schwab Trust Bank
Henderson,
Nevada
| $60.2M | -$2.09M | -3% | 2.59% | – | 1 | 0% | 2.5 |
|
| 5521 |
5521
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $59.9M | -$2.24M | -4% | 3.54% | 38.4% | 4 | 0% | 1.1 |
|
| 5522 |
5522
Versor Investments
New York
| $59.8M | +$12.3M | +26% | 11.9% | 240% | 46 | 65.22% | 0.2 |
|
| 5523 |
5523
Medici Capital
Newport Beach,
California
| $59.6M | +$8.58M | +17% | 14.6% | 155% | 7 | 14.29% | 1.9 |
|
| 5524 |
5524
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| $59.3M | -$210M | -78% | 4.39% | – | 6 | 50% | 0.8 |
|
| 5525 |
DT
5525
DBA Trading
Fort Lauderdale,
Florida
| $59.3M | -$140M | -70% | 2.48% | – | 51 | 66.67% | 0.4 |
|