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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.
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
BWM
5901
Blossom Wealth Management
San Ramon, Ca,
California
| $74.5M | +$3.55M | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 5902 |
FCI
5902
Financial Counselors Inc
Overland Park,
Kansas
| $74M | +$1.32M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 5903 |
5903
APEIRON Capital Ltd
Hong Kong
| $73.7M | -$82M | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 5904 |
5904
Angel Oak Capital Advisors
Atlanta,
Georgia
| $73.3M | -$6M | -8% | 3.61% | – | 36 | 22.22% | 1.2 |
|
| 5905 |
5905
Harrison Street Private Wealth
Denver,
Colorado
| $73M | +$2.06M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 5906 |
5906
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $72.5M | -$311K | -0.4% | 1.85% | – | 1 | 0% | 1.8 |
|
| 5907 |
5907
Stronghold Wealth Management
Tampa,
Florida
| $72.4M | -$2.34M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 5908 |
5908
XXEC Inc
Tulsa,
Oklahoma
| $71.8M | -$698M | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 5909 |
BAM
5909
Bosun Asset Management
Chicago,
Illinois
| $71.3M | -$124M | -63% | 6.74% | 309% | 79 | 72.15% | 2.5 |
|
| 5910 |
5910
Fourier Capital Management
Hong Kong,
| $70.7M | +$6.73M | +11% | 16.5% | – | 20 | 80% | 0.1 |
|
| 5911 |
5911
University of Maryland Foundation
Adelphi,
Maryland
| $70.4M | +$14.3M | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 5912 |
5912
Copperwood Asset Management
Houston,
Texas
| $70.1M | +$23.5M | +50% | 42.2% | – | 1 | 0% | 0.8 |
|
| 5913 |
5913
Lockerman Financial Group
Newport Beach,
California
| $69.7M | +$4.3M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 5914 |
5914
Sapphire Ventures
Austin,
Texas
| $69.5M | -$34.3M | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 5915 |
5915
Andina Capital Management
Lehi,
Utah
| $69.4M | +$7.43M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|
| 5916 |
ACM
5916
Altium Capital Management
New York
| $68.8M | +$21.3M | +45% | 2.32% | – | 20 | 5% | 0.7 |
|
| 5917 |
5917
TCG Capital Management
Playa Vista,
California
| $67.7M | -$5.88M | -8% | 7.99% | 29.3% | 1 | 0% | 3.8 |
|
| 5918 |
BC
5918
Bayforest Capital
London,
United Kingdom
| $67.6M | -$40.6M | -38% | 1.42% | – | 1,258 | 59.22% | 0.4 |
|
| 5919 |
5919
Canaan Partners XI
Menlo Park,
California
| $66.9M | -$60.4M | -47% | 46.3% | 798% | 3 | 0% | 3.4 |
|
| 5920 |
5920
Connective Portfolio Management
New York
| $66.9M | +$6.81M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 5921 |
5921
Crystal Cove Asset Management
Newport Beach,
California
| $66.8M | -$24.9M | -27% | 20.8% | – | 23 | 26.09% | 0.4 |
|
| 5922 |
5922
QP Wealth Management
Eatontown,
New Jersey
| $66.5M | -$3.6M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 5923 |
5923
Navigation Wealth Management
Fort Collins,
Colorado
| $66.1M | -$6.47M | -9% | 0.25% | 46.5% | 35 | 8.57% | 1.2 |
|
| 5924 |
5924
Altar Rock
New York
| $65.8M | -$2.69M | -4% | 4.69% | – | 96 | 40.63% | 0.5 |
|
| 5925 |
KA
5925
Kailix Advisors
Fort Lauderdale,
Florida
| $65.7M | -$37.8M | -37% | 11.8% | 6.04% | 12 | 50% | 1.4 |
|