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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)
SWGLO
5526
Summit Wealth Group, LLC/OK
Oklahoma
$59M -$18M -23% 3% – 63 17.46% 0.7
Lexington Partners
5527
Lexington Partners
New York
$58.9M -$75M -56% 27.6% 24.5% 3 33.33% 2
Praxis Capital Management
5528
Praxis Capital Management
Illinois
$58.9M -$4.24M -7% 1.82% – 36 36.11% 0.5
QVIDTVM Management
5529
QVIDTVM Management
Texas
$57.8M -$18.8M -25% 1.91% 27.1% 16 25% 1.1
PFA
5530
Portland Financial Advisors
New York
$57.5M +$2.72M +5% 0.08% – 95 9.47% 1.3
Littlejohn & Co
5531
Littlejohn & Co
Connecticut
$57M -$21.6M -27% 3.12% 66.1% 10 30% 2.6
General Motors Holdings
5532
General Motors Holdings
Michigan
$56.7M -$23.1M -29% 28.6% 21.4% 4 0% 2.7
Eagle Point Credit Management
5533
Eagle Point Credit Management
Connecticut
$56.4M -$9.8M -15% 7.74% – 13 0% 0.8
Diana Davis Spencer Foundation
5534
Diana Davis Spencer Foundation
Maryland
$56M +$767K +1% 0.76% 19.8% 2 0% 1.4
LGT Financial Advisors
5535
LGT Financial Advisors
Texas
$55.6M +$36.7M +194% 2.03% 72.1% 347 41.79% 1.3
Israel Discount Bank of New York
5536
Israel Discount Bank of New York
New York
$55.4M +$1.37M +3% 0.85% 40.8% 46 13.04% 4.3
Wise Wealth Partners
5537
Wise Wealth Partners
Arizona
$54.6M -$4.25M -7% 0.01% – 45 20% 1.1
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
5538
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$54.5M +$7.83M +17% 15.5% – 39 0% 2
Axon Capital
5539
Axon Capital
New York
$53.9M -$19.7M -27% 6.37% – 12 41.67% 0.5
H&F Corporate Investors IX
5540
H&F Corporate Investors IX
California
$53.8M -$2.28M -4% 4.07% 64.2% 1 0% 3.8
Hestia Capital Management
5541
Hestia Capital Management
Pennsylvania
$52.9M -$22.6M -30% 16.1% – 11 36.36% 0.9
SL Advisors
5542
SL Advisors
New Jersey
$51.2M -$5.92M -10% 2.39% 74.1% 33 9.09% 6.7
Crosspoint Financial
5543
Crosspoint Financial
California
$50.5M +$6.85M +16% 1.38% – 46 30.43% 1.2
Notable Capital Management
5544
Notable Capital Management
California
$49.5M -$2.07M -4% 11.5% – 10 10% 0.9
JGP Global Gestao de Recursos
5545
JGP Global Gestao de Recursos
Brazil
$49.2M +$3.85M +8% 14.2% 261% 39 48.72% 2.2
Novus Advisors
5546
Novus Advisors
South Carolina
$47.7M -$257K -0.5% 0.29% – 55 20% 1.4
Robert Wood Johnson Foundation
5547
Robert Wood Johnson Foundation
New Jersey
$47.4M -$33.6M -42% 4.45% 3.79% 3 66.67% 3.3
Summit Rock Advisors
5548
Summit Rock Advisors
New York
$47M -$29.2M -38% 8.36% – 3 33.33% 0.3
TRB Advisors
5549
TRB Advisors
New York
$46.4M -$186M -80% 1.25% 76.1% 6 50% 5
FDG
5550
Financial Discovery Group
Georgia
$46.3M -$586K -1% 0.22% – 21 23.81% 0.5