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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)
Irth Capital Management
6001
Irth Capital Management
New York
$32.1M -$27.8M -46% 46.4% – 1 0% 1.8
BAS
6002
Breakthru Advisory Services
Wisconsin
$29.6M -$213K -0.7% 1.41% – 20 40% 0.8
Riverstone Holdings
6003
Riverstone Holdings
New York
$28.2M -$2.71M -9% 9.06% 50.5% 4 0% 5
Semanteon Capital Management
6004
Semanteon Capital Management
Massachusetts
$27M +$4.85M +22% 3.12% 149% 186 83.33% 0.1
West Tower Group
6005
West Tower Group
Virginia
$27M -$8.64M -24% 1.7% 120% 51 50.98% 1
Axim Planning & Wealth
6006
Axim Planning & Wealth
Ohio
$26.5M -$45.1M -63% 22.9% 32.3% 93 78.49% 1.9
SCA
6007
SMH Capital Advisors
Texas
$26.4M +$906K +4% 1.7% 9.86% 59 13.56% 2.7
PPM America
6008
PPM America
Illinois
$26.2M +$11.2M +74% 1.5% 61.5% 5 40% 3.3
Strategic Advocates
6009
Strategic Advocates
Utah
$25.9M +$103K +0.4% 0.17% 111% 267 8.24% 1.4
IDG-Accel China Capital GP II Associates
6010
IDG-Accel China Capital GP II Associates
Hong Kong
$25.6M +$6.08M +31% 31.2% – 1 0% 0.8
Samson Rock Capital
6011
Samson Rock Capital
United Kingdom
$24.8M -$20.8M -46% 16.1% 166% 4 75% 0.8
HIIL
6012
HS Investments III Ltd
$24.5M +$2.19M +10% 30.1% – 1 0% 0.8
Emeth Value Capital
6013
Emeth Value Capital
Louisiana
$24.1M -$4.74M -16% 21.1% – 3 0% 1.3
Scarborough Advisors
6014
Scarborough Advisors
Maryland
$23.9M -$847M -97% 0.89% 63.3% 149 96.64% 1.1
Penn Mutual Asset Management
6015
Penn Mutual Asset Management
Pennsylvania
$23.1M +$3.63M +19% 0.64% 32% 10 40% 3
REX Advisers
6016
REX Advisers
Connecticut
$21.1M -$23.2M -52% 25.4% – 90 88.89% 0.1
Harborfront Financial Group
6017
Harborfront Financial Group
Michigan
$20.2M -$6.29M -24% 2.33% – 444 37.61% 0.2
Bancreek Capital Management
6018
Bancreek Capital Management
California
$20.2M -$6.24M -24% 8.81% 24.3% 17 35.29% 1.2
Stone Point Capital
6019
Stone Point Capital
Connecticut
$20.1M -$1.51M -7% 6.99% 20.4% 1 0% 10.8
Pathway Capital Management
6020
Pathway Capital Management
California
$19.5M -$4.43M -19% 0.8% 659% 8 100% 0
Livelsberger Financial Advisory
6021
Livelsberger Financial Advisory
Ohio
$18.6M – – 2.55% – 218 – 0.1
RCP
6022
RPM Capital Partners
New York
$18.1M +$11.2M +163% 15.8% 8.37% 2 50% 0.4
Flaharty Asset Management
6023
Flaharty Asset Management
Florida
$17.9M -$52M -74% 0.27% 37.8% 52 28.85% 4.4
Prossimo Advisors
6024
Prossimo Advisors
California
$17.9M +$522K +3% 4.56% 92% 25 8% 1.7
BIMC
6025
Benson Investment Management Company
Virginia
$17.8M -$1.01M -5% 1.52% 99.8% 9 22.22% 0.9