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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, 5,837 funds (~65%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
BP
London,
United Kingdom
| $16.2M | +$375K | +2% | 18.6% | 38.1% | 2 | 50% | 13.3 |
|
| 5727 |
RCML
5727
Roosevelt Capital Management LLC
Dallas,
Texas
| $16M | – | – | 0.99% | – | 14 | – | 0 |
|
| 5728 |
5728
Cabana LLC
Fayetteville,
Arkansas
| $15.6M | +$2.37M | +18% | 0.53% | 59.1% | 16 | 100% | 0 |
|
| 5729 |
5729
Brummer Multi-Strategy
Stockholm,
Sweden
| $15.4M | +$14.2M | +1,162% | 10.7% | – | 9 | 100% | 0 |
|
| 5730 |
DCM
5730
Dupont Capital Management
Wilmington,
Delaware
| $14.8M | +$12.6M | +580% | 17.5% | 100% | 43 | 9.3% | 3.4 |
|
| 5731 |
5731
Axon Enterprise
Scottsdale,
Arizona
| $14.8M | -$4.38M | -23% | 22.9% | – | 1 | 0% | 1.8 |
|
| 5732 |
CVV
5732
Curative Ventures V
Dallas,
Texas
| $13.7M | -$855K | -6% | 5.85% | 15.4% | 1 | 0% | 4.8 |
|
| 5733 |
5733
FTX Recovery Trust
League City,
Texas
| $13.1M | +$3.65M | +39% | 38.7% | – | 1 | 0% | 0.8 |
|
| 5734 |
5734
TradeLink Capital
Chicago,
Illinois
| $13M | +$2.82M | +28% | 10.8% | 78.8% | 31 | 58.06% | 0.2 |
|
| 5735 |
CBIM
5735
COMMERCE BANCSHARES INC /MO/
Kansas City,
Missouri
| $12.9M | – | – | 5.21% | – | 1 | – | 0 |
|
| 5736 |
5736
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $12.9M | -$219M | -94% | 44.8% | 943% | 1 | 0% | 4.8 |
|
| 5737 |
5737
Samsung C&T Corporation
Seoul,
South Korea
| $12.5M | -$3.38M | -21% | 21.2% | – | 1 | 0% | 1.8 |
|
| 5738 |
5738
Baypointe Partners
Stamford,
Connecticut
| $12.4M | -$29.4M | -70% | 13.9% | – | 21 | 71.43% | 0.4 |
|
| 5739 |
5739
Wells Financial Advisors
Framingham,
Massachusetts
| $10.8M | -$11.1K | -0.1% | 0.01% | 58.9% | 43 | 13.95% | 3.9 |
|
| 5740 |
5740
Gallo Partners
Bloomfield,
New Jersey
| $10.3M | -$34.8M | -77% | 7.14% | – | 56 | 83.93% | 0.1 |
|
| 5741 |
5741
Varde Management
Minneapolis,
Minnesota
| $9.23M | -$59.2M | -87% | 17.1% | 206% | 7 | 100% | 0 |
|
| 5742 |
5742
Compound Global Advisors
Mercer Island,
Washington
| $9.22M | +$5.17M | +128% | 1.15% | – | 45 | 48.89% | 1.1 |
|
| 5743 |
5743
Acute Investment Advisory
Mesa,
Arizona
| $8.99M | -$463K | -5% | 0.38% | 15% | 18 | 5.56% | 1.5 |
|
| 5744 |
5744
Park Square Financial Group
Roswell,
Georgia
| $8.79M | -$2.29M | -21% | 0.7% | – | 226 | 15.49% | 1.1 |
|
| 5745 |
5745
Price Financial Group Wealth Management
Portland,
Oregon
| $8.2M | +$2.18M | +36% | 3.91% | – | 24 | 37.5% | 0.4 |
|
| 5746 |
5746
Revelation Capital Management
Sausalito,
California
| $8.01M | -$102M | -93% | 50.8% | – | 3 | 66.67% | 0.4 |
|
| 5747 |
5747
Spurstone Advisory Services
Higganum,
Connecticut
| $7.64M | +$313K | +4% | 10.6% | – | 101 | 3.96% | 1.2 |
|
| 5748 |
5748
Hoya Capital Real Estate
Rowayton,
Connecticut
| $6.99M | +$187K | +3% | 2.51% | 109% | 10 | 10% | 3.2 |
|
| 5749 |
5749
Atlas Merchant Capital
New York
| $6.46M | +$5.88M | +1,006% | 4.76% | 67.6% | 3 | 100% | 0 |
|
| 5750 |
5750
Belfer Management
New York
| $5.94M | -$97.1K | -2% | 2.44% | 85.9% | 19 | 31.58% | 2.5 |
|