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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)
AP
5926
Arlington Partners
Alabama
$65.4M +$10M +18% 1.31% 46.4% 64 95.31% 1.3
Sullivan Wood Capital Management
5927
Sullivan Wood Capital Management
District of Columbia
$65.2M -$7.8M -11% 9.12% – 24 16.67% 1
Fidelis Wealth Advisors
5928
Fidelis Wealth Advisors
Colorado
$64.8M -$2M -3% 1.71% – 29 34.48% 0.4
Clear Investment Research
5929
Clear Investment Research
Georgia
$64.7M +$513K +0.8% 0.93% 53.7% 61 6.56% 5.9
Breachway Investments
5930
Breachway Investments
Rhode Island
$64.7M -$1.7M -3% 0.07% – 77 12.99% 0.7
Northwestern University
5931
Northwestern University
Illinois
$64.5M +$1.15M +2% 0.34% 28.2% 5 20% 2.9
Mercato Management Legacy
5932
Mercato Management Legacy
Utah
$62.7M +$5.98M +11% 10.5% – 1 0% 0.5
Stone Ridge Holdings Group
5933
Stone Ridge Holdings Group
New York
$61.2M +$42.6M +229% 28.7% – 13 7.69% 1.4
Thurston Springer Miller Herd & Titak
5934
Thurston Springer Miller Herd & Titak
Indiana
$61.1M -$214M -78% 0.9% – 1,261 52.02% 1.7
Groesbeck Investment Management
5935
Groesbeck Investment Management
New Jersey
$60.4M -$2.41M -4% 1.1% 155% 100 6% 4.6
Green Court Capital Management
5936
Green Court Capital Management
Hong Kong
$60.3M -$56.7M -48% 2.32% 30% 3 33.33% 0.9
Impact Investors
5937
Impact Investors
California
$60.3M -$76.4M -56% 1.09% – 94 56.38% 1.3
TSG Consumer Partners
5938
TSG Consumer Partners
California
$60.3M -$53.7M -47% 46.3% 12.3% 1 0% 4.8
Charles Schwab Trust Bank
5939
Charles Schwab Trust Bank
Nevada
$60.2M -$2.09M -3% 2.59% – 1 0% 2.5
New Jersey Better Educational Savings Trust
5940
New Jersey Better Educational Savings Trust
New Jersey
$59.9M -$2.24M -4% 3.54% 38.4% 4 0% 1.1
Versor Investments
5941
Versor Investments
New York
$59.8M +$12.3M +26% 11.9% 240% 46 65.22% 0.2
HB
5942
Hauser Brothers
Germany
$59.7M -$23.3M -28% 11.9% 169% 5 40% 2
Medici Capital
5943
Medici Capital
California
$59.6M +$8.58M +17% 14.6% 155% 7 14.29% 1.9
Landesbank Baden-Wuerttemberg
5944
Landesbank Baden-Wuerttemberg
Germany
$59.3M -$210M -78% 4.39% – 6 50% 0.8
DT
5945
DBA Trading
Florida
$59.3M -$140M -70% 2.48% – 51 66.67% 0.4
SWGLO
5946
Summit Wealth Group, LLC/OK
Oklahoma
$59M -$18M -23% 3% – 63 17.46% 0.7
Lexington Partners
5947
Lexington Partners
New York
$58.9M -$75M -56% 27.6% 24.5% 3 33.33% 2
Praxis Capital Management
5948
Praxis Capital Management
Illinois
$58.9M -$4.24M -7% 1.82% – 36 36.11% 0.5
QVIDTVM Management
5949
QVIDTVM Management
Texas
$57.8M -$18.8M -25% 1.91% 27.1% 16 25% 1.1
PFA
5950
Portland Financial Advisors
New York
$57.5M +$2.72M +5% 0.08% – 95 9.47% 1.3