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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, 6,148 funds (~69%) 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)
AC
5876
ASB Consultores
Florida
$81.9M +$15.8M +24% 0.82% 91% 50 20% 1.2
Nordflint Capital Partners Fondsmaeglerselskab
5877
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$81.2M -$106M -57% 27% – 1 0% 1.8
LDR Capital Management
5878
LDR Capital Management
New York
$81M -$5.69M -7% 6.1% 28.4% 49 18.37% 1.3
Charis Legacy Partners
5879
Charis Legacy Partners
Texas
$80.9M -$420K -0.5% 2.02% – 29 3.45% 1.4
Regents Gate Capital
5880
Regents Gate Capital
United Kingdom
$80.2M +$5.09M +7% 5.23% – 49 55.1% 0.3
PMV Capital Advisers
5881
PMV Capital Advisers
Texas
$80M +$13.4M +20% 3.13% – 69 17.39% 1.3
Myriad Asset Management US
5882
Myriad Asset Management US
Florida
$79.9M +$7.47M +10% 4.69% – 78 51.28% 0.4
Trium Capital
5883
Trium Capital
United Kingdom
$79.4M -$83.1M -51% 8.97% 215% 73 54.79% 0.7
WTCUG
5884
WD Thunder CV Ultimate GP
Texas
$79.3M -$14.2M -15% 15.2% – 1 0% 0.8
Pursuit Wealth Strategies
5885
Pursuit Wealth Strategies
North Carolina
$79.3M +$2.43M +3% 2.15% – 124 12.9% 0.6
Virginia Estate & Retirement Planning Advisors
5886
Virginia Estate & Retirement Planning Advisors
Virginia
$79.1M -$3.97M -5% 2.18% – 262 42.75% 0.3
Avory & Company
5887
Avory & Company
Florida
$78.9M -$1.12M -1% 5.29% 74.9% 34 5.88% 2.3
New Paradigm Capital Management
5888
New Paradigm Capital Management
Virginia
$78.8M +$32M +68% 1.23% – 32 71.88% 0.2
Mayar Capital
5889
Mayar Capital
United Kingdom
$78.8M -$10.4M -12% 4.4% 16% 17 11.76% 3.2
Alken Asset Management
5890
Alken Asset Management
United Kingdom
$78.5M -$11.1M -12% 1.61% 2.19% 31 3.23% 0.9
Norwood Investment Partners
5891
Norwood Investment Partners
California
$77.3M +$4.93M +7% 5.1% 24.4% 17 29.41% 1.4
JAWA
5892
John A. Wolfe & Associates
Michigan
$77.3M +$4.73M +7% 1.23% – 47 10.64% 0.6
Stapp Wealth Management
5893
Stapp Wealth Management
Washington
$77.2M +$706K +0.9% 1.88% 54.4% 34 14.71% 1.7
OR
5894
Olympiad Research
Connecticut
$77M +$29M +60% 3.3% 187% 335 82.69% 0.1
Wellington Shields & Co
5895
Wellington Shields & Co
New York
$76M -$370M -83% 2.19% 127% 333 87.69% 4.8
Wellington Shields Capital Management
5896
Wellington Shields Capital Management
New York
$76M -$712M -90% 2.19% 157% 337 87.54% 6.3
CMANY
5897
Capital Management Associates (New York)
New York
$76M -$1.75M -2% 2.19% 215% 50 22% 3.1
Spectrum Asset Management (Connecticut)
5898
Spectrum Asset Management (Connecticut)
Connecticut
$75.9M +$6.28M +9% 5.59% 2.88% 5 40% 3.9
Triad Investment Management
5899
Triad Investment Management
California
$75.4M -$15.3M -17% 1.69% – 37 21.62% 3.5
Optimas Capital
5900
Optimas Capital
Hong Kong
$75.3M -$21.6M -22% 3.5% 358% 27 81.48% 0.1