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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, 6,141 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)
Wise Wealth Partners
5951
Wise Wealth Partners
Arizona
$54.6M -$4.25M -7% 0.01% – 45 20% 1.1
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
5952
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$54.5M +$7.83M +17% 15.5% – 39 0% 2
Axon Capital
5953
Axon Capital
New York
$53.9M -$19.7M -27% 6.37% – 12 41.67% 0.5
H&F Corporate Investors IX
5954
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
5955
J. H. Whitney Equity Partners VI
Connecticut
$53.6M -$147M -73% 71.9% – 1 0% 0.8
Hestia Capital Management
5956
Hestia Capital Management
Pennsylvania
$52.9M -$22.6M -30% 16.1% – 11 36.36% 0.9
SL Advisors
5957
SL Advisors
New Jersey
$51.2M -$5.92M -10% 2.39% 74.1% 33 9.09% 6.7
Crosspoint Financial
5958
Crosspoint Financial
California
$50.5M +$6.85M +16% 1.38% – 46 30.43% 1.2
Notable Capital Management
5959
Notable Capital Management
California
$49.5M -$2.07M -4% 11.5% – 10 10% 0.9
JGP Global Gestao de Recursos
5960
JGP Global Gestao de Recursos
Brazil
$49.2M +$3.85M +8% 14.2% 261% 39 48.72% 2.2
NTCM
5961
Nine Ten Capital Management
Illinois
$49.1M -$272M -85% 9.18% 150% 8 12.5% 5
Novus Advisors
5962
Novus Advisors
South Carolina
$47.7M -$257K -0.5% 0.29% – 55 20% 1.4
WestCap Management
5963
WestCap Management
California
$47.5M -$148M -76% 53.1% – 2 0% 0.8
Robert Wood Johnson Foundation
5964
Robert Wood Johnson Foundation
New Jersey
$47.4M -$33.6M -42% 4.45% 3.79% 3 66.67% 3.3
Summit Rock Advisors
5965
Summit Rock Advisors
New York
$47M -$29.2M -38% 8.36% – 3 33.33% 0.3
TRB Advisors
5966
TRB Advisors
New York
$46.4M -$186M -80% 1.25% 76.1% 6 50% 5
FDG
5967
Financial Discovery Group
Georgia
$46.3M -$586K -1% 0.22% – 21 23.81% 0.5
CAM
5968
Capital Asset Management
Colorado
$45.9M +$1.49M +3% 2.38% – 47 8.51% 0.7
BCM
5969
Bratton Capital Management
Texas
$45.4M +$4.61M +11% 11.3% 203% 1 0% 7.8
Cornerstone Partners Capital Management
5970
Cornerstone Partners Capital Management
Virginia
$45.1M +$10.7M +31% 2.52% 61.7% 8 25% 3.5
Lattice Capital Management
5971
Lattice Capital Management
Washington
$45M -$4.45M -9% 14.9% 242% 11 27.27% 3.9
Quantify Chaos Advisors
5972
Quantify Chaos Advisors
New York
$44.3M +$8.81M +25% 3.81% – 66 31.82% 0.5
GSC
5973
Ground Swell Capital
South Carolina
$43.4M -$49.1M -53% 3.56% 81.2% 277 95.67% 0
Glaxis Capital Management
5974
Glaxis Capital Management
Florida
$42M -$7.76M -16% 1.71% 98.9% 50 44% 1.6
B&I Capital
5975
B&I Capital
Switzerland
$41.9M -$3.44M -8% 6.36% 32.4% 32 21.88% 2.1