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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, 6,001 funds (~67%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Stone Point Capital
Greenwich,
Connecticut
| $20.1M | -$1.51M | -7% | 6.99% | 20.4% | 1 | 0% | 10.8 |
|
| 5877 |
5877
Pathway Capital Management
Irvine,
California
| $19.5M | -$4.43M | -19% | 0.8% | 659% | 8 | 100% | 0 |
|
| 5878 |
5878
Livelsberger Financial Advisory
Ashland,
Ohio
| $18.6M | – | – | 2.55% | – | 218 | – | 0.1 |
|
| 5879 |
RCP
5879
RPM Capital Partners
New York
| $18.1M | +$11.2M | +163% | 15.8% | 8.37% | 2 | 50% | 0.4 |
|
| 5880 |
5880
Flaharty Asset Management
Clearwater,
Florida
| $17.9M | -$52M | -74% | 0.27% | 37.8% | 52 | 28.85% | 4.4 |
|
| 5881 |
5881
Prossimo Advisors
San Luis Obispo,
California
| $17.9M | +$522K | +3% | 4.56% | 92% | 25 | 8% | 1.7 |
|
| 5882 |
BIMC
5882
Benson Investment Management Company
Roanoke,
Virginia
| $17.8M | -$1.01M | -5% | 1.52% | 99.8% | 9 | 22.22% | 0.9 |
|
| 5883 |
5883
Dara Capital US
Miami,
Florida
| $17.7M | -$127M | -88% | 4.75% | – | 110 | 78.18% | 0.8 |
|
| 5884 |
5884
Silchester International Investors
London,
United Kingdom
| $17.3M | -$44.8M | -72% | 9.56% | 53.9% | 4 | 25% | 2 |
|
| 5885 |
5885
American Beacon Advisors
Irving,
Texas
| $16.7M | +$2.92M | +21% | 2.5% | – | 3 | 0% | 0.5 |
|
| 5886 |
5886
WLTH Capital Management
Chandler,
Arizona
| $16.4M | -$140M | -89% | 2.74% | – | 29 | 34.48% | 0.7 |
|
| 5887 |
5887
BP
London,
United Kingdom
| $16.2M | +$375K | +2% | 18.6% | 38.1% | 2 | 50% | 13.3 |
|
| 5888 |
RCML
5888
Roosevelt Capital Management LLC
Dallas,
Texas
| $16M | – | – | 0.99% | – | 14 | – | 0 |
|
| 5889 |
5889
Cabana LLC
Fayetteville,
Arkansas
| $15.6M | +$2.37M | +18% | 0.53% | 59.1% | 16 | 100% | 0 |
|
| 5890 |
5890
Brummer Multi-Strategy
Stockholm,
Sweden
| $15.4M | +$14.2M | +1,162% | 10.7% | – | 9 | 100% | 0 |
|
| 5891 |
DCM
5891
Dupont Capital Management
Wilmington,
Delaware
| $14.8M | +$12.6M | +580% | 17.5% | 100% | 43 | 9.3% | 3.4 |
|
| 5892 |
5892
Axon Enterprise
Scottsdale,
Arizona
| $14.8M | -$4.38M | -23% | 22.9% | – | 1 | 0% | 1.8 |
|
| 5893 |
CVV
5893
Curative Ventures V
Dallas,
Texas
| $13.7M | -$855K | -6% | 5.85% | 15.4% | 1 | 0% | 4.8 |
|
| 5894 |
5894
FTX Recovery Trust
League City,
Texas
| $13.1M | +$3.65M | +39% | 38.7% | – | 1 | 0% | 0.8 |
|
| 5895 |
5895
TradeLink Capital
Chicago,
Illinois
| $13M | +$2.82M | +28% | 10.8% | 78.8% | 31 | 58.06% | 0.2 |
|
| 5896 |
CBIM
5896
COMMERCE BANCSHARES INC /MO/
Kansas City,
Missouri
| $12.9M | – | – | 5.21% | – | 1 | – | 0 |
|
| 5897 |
5897
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $12.9M | -$219M | -94% | 44.8% | 943% | 1 | 0% | 4.8 |
|
| 5898 |
5898
Samsung C&T Corporation
Seoul,
South Korea
| $12.5M | -$3.38M | -21% | 21.2% | – | 1 | 0% | 1.8 |
|
| 5899 |
5899
Baypointe Partners
Stamford,
Connecticut
| $12.4M | -$29.4M | -70% | 13.9% | – | 21 | 71.43% | 0.4 |
|
| 5900 |
5900
Wells Financial Advisors
Framingham,
Massachusetts
| $10.8M | -$11.1K | -0.1% | 0.01% | 58.9% | 43 | 13.95% | 3.9 |
|