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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)
PIAI
5951
PREMIER INVESTMENT ADVISORS, INC.
Ohio
$57.2M – – 7.2% – 35 – 0
Littlejohn & Co
5952
Littlejohn & Co
Connecticut
$57M -$21.6M -27% 3.12% 66.1% 10 30% 2.6
General Motors Holdings
5953
General Motors Holdings
Michigan
$56.7M -$23.1M -29% 28.6% 21.4% 4 0% 2.7
Eagle Point Credit Management
5954
Eagle Point Credit Management
Connecticut
$56.4M -$9.8M -15% 7.74% – 13 0% 0.8
Diana Davis Spencer Foundation
5955
Diana Davis Spencer Foundation
Maryland
$56M +$767K +1% 0.76% 19.8% 2 0% 1.4
LGT Financial Advisors
5956
LGT Financial Advisors
Texas
$55.6M +$36.7M +194% 2.03% 72.1% 347 41.79% 1.3
Madryn Asset Management
5957
Madryn Asset Management
New York
$55.5M +$18.6M +50% 61.4% – 2 0% 0.8
Israel Discount Bank of New York
5958
Israel Discount Bank of New York
New York
$55.4M +$1.37M +3% 0.85% 40.8% 46 13.04% 4.3
Wise Wealth Partners
5959
Wise Wealth Partners
Arizona
$54.6M -$4.25M -7% 0.01% – 45 20% 1.1
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
5960
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$54.5M +$7.83M +17% 15.5% – 39 0% 2
Axon Capital
5961
Axon Capital
New York
$53.9M -$19.7M -27% 6.37% – 12 41.67% 0.5
H&F Corporate Investors IX
5962
H&F Corporate Investors IX
California
$53.8M -$2.28M -4% 4.07% 64.2% 1 0% 3.8
J. H. Whitney Equity Partners VI
5963
J. H. Whitney Equity Partners VI
Connecticut
$53.6M -$147M -73% 71.9% – 1 0% 0.8
Hestia Capital Management
5964
Hestia Capital Management
Pennsylvania
$52.9M -$22.6M -30% 16.1% – 11 36.36% 0.9
SL Advisors
5965
SL Advisors
New Jersey
$51.2M -$5.92M -10% 2.39% 74.1% 33 9.09% 6.7
Crosspoint Financial
5966
Crosspoint Financial
California
$50.5M +$6.85M +16% 1.38% – 46 30.43% 1.2
Notable Capital Management
5967
Notable Capital Management
California
$49.5M -$2.07M -4% 11.5% – 10 10% 0.9
JGP Global Gestao de Recursos
5968
JGP Global Gestao de Recursos
Brazil
$49.2M +$3.85M +8% 14.2% 261% 39 48.72% 2.2
NTCM
5969
Nine Ten Capital Management
Illinois
$49.1M -$272M -85% 9.18% 150% 8 12.5% 5
Novus Advisors
5970
Novus Advisors
South Carolina
$47.7M -$257K -0.5% 0.29% – 55 20% 1.4
WestCap Management
5971
WestCap Management
California
$47.5M -$148M -76% 53.1% – 2 0% 0.8
Robert Wood Johnson Foundation
5972
Robert Wood Johnson Foundation
New Jersey
$47.4M -$33.6M -42% 4.45% 3.79% 3 66.67% 3.3
Summit Rock Advisors
5973
Summit Rock Advisors
New York
$47M -$29.2M -38% 8.36% – 3 33.33% 0.3
TRB Advisors
5974
TRB Advisors
New York
$46.4M -$186M -80% 1.25% 76.1% 6 50% 5
FDG
5975
Financial Discovery Group
Georgia
$46.3M -$586K -1% 0.22% – 21 23.81% 0.5