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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.

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