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