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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)
B&I Capital
5976
B&I Capital
Switzerland
$41.9M -$3.44M -8% 6.36% 32.4% 32 21.88% 2.1
China-UAE Investment Cooperation
5977
China-UAE Investment Cooperation
$41.3M -$3.96M -9% 8.76% – 1 0% 0.8
GAFA
5978
Garton & Associates Financial Advisors
Kentucky
$41M -$3.21M -7% 1.78% – 31 41.94% 0.5
Cincinnati Indemnity Company
5979
Cincinnati Indemnity Company
Ohio
$41M -$69.9K -0.2% 1.27% 34.8% 11 0% 8.7
Fiduciary Counselling
5980
Fiduciary Counselling
Minnesota
$40.5M -$18.1K -0% 3.23% 28.5% 13 23.08% 4.4
Working Capital Advisors (UK)
5981
Working Capital Advisors (UK)
United Kingdom
$39.3M -$18.6M -32% 15.6% 17.1% 2 0% 3.4
Worth Venture Partners
5982
Worth Venture Partners
New Jersey
$38.9M -$5.44M -12% 5.15% 98.6% 89 64.04% 0.5
Mitsubishi UFJ Morgan Stanley Securities
5983
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38.7M +$5.98M +18% 1.43% – 179 13.41% 0.6
Corundum Trust Company
5984
Corundum Trust Company
South Dakota
$37.8M +$312K +0.8% 2.12% – 29 6.9% 2.6
Savior LLC
5985
Savior LLC
Massachusetts
$36M +$1.18M +3% 1.2% 82.8% 23 39.13% 1.9
Dakota Community Bank & Trust
5986
Dakota Community Bank & Trust
North Dakota
$34.8M +$2.58M +8% 0.18% 93.4% 106 6.6% 3.2
Amplify Investments
5987
Amplify Investments
Illinois
$33.8M +$26.6M +367% 6.66% – 50 56% 0.6
MSMLP
5988
Mulberry Street Management, L.P.
New York
$33.5M – – 2.61% – 8 – 0
Monashee Investment Management
5989
Monashee Investment Management
Massachusetts
$33.4M -$26.2M -44% 5.87% 460% 33 90.91% 0.2
Sanchez Wealth Management Group
5990
Sanchez Wealth Management Group
Florida
$33.2M -$538M -94% 0.57% 61.1% 53 56.6% 4.5
CPR
5991
CSU Producer Resources
Ohio
$33M +$2.67M +9% 13.8% 110% 22 0% 7.6
Syncona Portfolio
5992
Syncona Portfolio
Guernsey
$32.3M +$5.66M +21% 21.3% 24% 1 0% 4.8
Lennar Corp
5993
Lennar Corp
Florida
$32.3M -$30.9M -49% 48.8% – 4 0% 0.8
Irth Capital Management
5994
Irth Capital Management
New York
$32.1M -$27.8M -46% 46.4% – 1 0% 1.8
BAS
5995
Breakthru Advisory Services
Wisconsin
$29.6M -$213K -0.7% 1.41% – 20 40% 0.8
Riverstone Holdings
5996
Riverstone Holdings
New York
$28.2M -$2.71M -9% 9.06% 50.5% 4 0% 5
Semanteon Capital Management
5997
Semanteon Capital Management
Massachusetts
$27M +$4.85M +22% 3.12% 149% 186 83.33% 0.1
West Tower Group
5998
West Tower Group
Virginia
$27M -$8.64M -24% 1.7% 120% 51 50.98% 1
Axim Planning & Wealth
5999
Axim Planning & Wealth
Ohio
$26.5M -$45.1M -63% 22.9% 32.3% 93 78.49% 1.9
SCA
6000
SMH Capital Advisors
Texas
$26.4M +$906K +4% 1.7% 9.86% 59 13.56% 2.7