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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, 5,858 funds (~66%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Axon Enterprise
Scottsdale,
Arizona
| $14.8M | -$4.38M | -23% | 22.9% | – | 1 | 0% | 1.8 |
|
| 5752 |
CVV
5752
Curative Ventures V
Dallas,
Texas
| $13.7M | -$855K | -6% | 5.85% | 15.4% | 1 | 0% | 4.8 |
|
| 5753 |
5753
FTX Recovery Trust
League City,
Texas
| $13.1M | +$3.65M | +39% | 38.7% | – | 1 | 0% | 0.8 |
|
| 5754 |
5754
TradeLink Capital
Chicago,
Illinois
| $13M | +$2.82M | +28% | 10.8% | 78.8% | 31 | 58.06% | 0.2 |
|
| 5755 |
CBIM
5755
COMMERCE BANCSHARES INC /MO/
Kansas City,
Missouri
| $12.9M | – | – | 5.21% | – | 1 | – | 0 |
|
| 5756 |
5756
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $12.9M | -$219M | -94% | 44.8% | 943% | 1 | 0% | 4.8 |
|
| 5757 |
5757
Samsung C&T Corporation
Seoul,
South Korea
| $12.5M | -$3.38M | -21% | 21.2% | – | 1 | 0% | 1.8 |
|
| 5758 |
5758
Baypointe Partners
Stamford,
Connecticut
| $12.4M | -$29.4M | -70% | 13.9% | – | 21 | 71.43% | 0.4 |
|
| 5759 |
5759
Wells Financial Advisors
Framingham,
Massachusetts
| $10.8M | -$11.1K | -0.1% | 0.01% | 58.9% | 43 | 13.95% | 3.9 |
|
| 5760 |
5760
Gallo Partners
Bloomfield,
New Jersey
| $10.3M | -$34.8M | -77% | 7.14% | – | 56 | 83.93% | 0.1 |
|
| 5761 |
5761
Varde Management
Minneapolis,
Minnesota
| $9.23M | -$59.2M | -87% | 17.1% | 206% | 7 | 100% | 0 |
|
| 5762 |
5762
Compound Global Advisors
Mercer Island,
Washington
| $9.22M | +$5.17M | +128% | 1.15% | – | 45 | 48.89% | 1.1 |
|
| 5763 |
5763
Acute Investment Advisory
Mesa,
Arizona
| $8.99M | -$463K | -5% | 0.38% | 15% | 18 | 5.56% | 1.5 |
|
| 5764 |
5764
Park Square Financial Group
Roswell,
Georgia
| $8.79M | -$2.29M | -21% | 0.7% | – | 226 | 15.49% | 1.1 |
|
| 5765 |
5765
Price Financial Group Wealth Management
Portland,
Oregon
| $8.2M | +$2.18M | +36% | 3.91% | – | 24 | 37.5% | 0.4 |
|
| 5766 |
5766
Revelation Capital Management
Sausalito,
California
| $8.01M | -$102M | -93% | 50.8% | – | 3 | 66.67% | 0.4 |
|
| 5767 |
5767
Spurstone Advisory Services
Higganum,
Connecticut
| $7.64M | +$313K | +4% | 10.6% | – | 101 | 3.96% | 1.2 |
|
| 5768 |
5768
Hoya Capital Real Estate
Rowayton,
Connecticut
| $6.99M | +$187K | +3% | 2.51% | 109% | 10 | 10% | 3.2 |
|
| 5769 |
5769
Atlas Merchant Capital
New York
| $6.46M | +$5.88M | +1,006% | 4.76% | 67.6% | 3 | 100% | 0 |
|
| 5770 |
5770
Belfer Management
New York
| $5.94M | -$97.1K | -2% | 2.44% | 85.9% | 19 | 31.58% | 2.5 |
|
| 5771 |
OFC
5771
Oakland Financial Corp
| $4.82M | +$308K | +7% | 4.37% | – | 7 | 14.29% | 1.5 |
|
| 5772 |
EWML
5772
Eiger Wealth Management, LLC
San Diego,
California
| $4.62M | +$1.43M | +45% | 0.47% | – | 17 | 29.41% | 0.5 |
|
| 5773 |
5773
American International Group
New York
| $4.18M | +$1.25M | +43% | 42.6% | 161% | 1 | 0% | 2.3 |
|
| 5774 |
5774
Eurizon Asset Management Slovakia
Bratislava,
| $4.13M | +$122K | +3% | 0.1% | – | 6 | 16.67% | 0.6 |
|
| 5775 |
5775
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| $4.02M | -$6.13M | -60% | 12.2% | 284% | 12 | 75% | 0.2 |
|