We are live on ! Find out more

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, 6,409 funds (~72%) 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)
Avory & Company
6126
Avory & Company
Florida
$78.9M -$1.12M -1% 5.29% 74.9% 34 5.88% 2.3
New Paradigm Capital Management
6127
New Paradigm Capital Management
Virginia
$78.8M +$32M +68% 1.23% – 32 71.88% 0.2
Mayar Capital
6128
Mayar Capital
United Kingdom
$78.8M -$10.4M -12% 4.4% 16% 17 11.76% 3.2
Alken Asset Management
6129
Alken Asset Management
United Kingdom
$78.5M -$11.1M -12% 1.61% 2.19% 31 3.23% 0.9
Norwood Investment Partners
6130
Norwood Investment Partners
California
$77.3M +$4.93M +7% 5.1% 24.4% 17 29.41% 1.4
JAWA
6131
John A. Wolfe & Associates
Michigan
$77.3M +$4.73M +7% 1.23% – 47 10.64% 0.6
Stapp Wealth Management
6132
Stapp Wealth Management
Washington
$77.2M +$706K +0.9% 1.88% 54.4% 34 14.71% 1.7
OR
6133
Olympiad Research
Connecticut
$77M +$29M +60% 3.3% 187% 335 82.69% 0.1
Wellington Shields & Co
6134
Wellington Shields & Co
New York
$76M -$370M -83% 2.19% 127% 333 87.69% 4.8
CMANY
6135
Capital Management Associates (New York)
New York
$76M -$1.75M -2% 2.19% 215% 50 22% 3.1
Wellington Shields Capital Management
6136
Wellington Shields Capital Management
New York
$76M -$712M -90% 2.19% 157% 337 87.54% 6.3
Spectrum Asset Management (Connecticut)
6137
Spectrum Asset Management (Connecticut)
Connecticut
$75.9M +$6.28M +9% 5.59% 2.88% 5 40% 3.9
Triad Investment Management
6138
Triad Investment Management
California
$75.4M -$15.3M -17% 1.69% – 37 21.62% 3.5
Optimas Capital
6139
Optimas Capital
Hong Kong
$75.3M -$21.6M -22% 3.5% 358% 27 81.48% 0.1
BWM
6140
Blossom Wealth Management
California
$74.5M +$3.55M +5% 3.37% 104% 77 6.49% 3.2
FCI
6141
Financial Counselors Inc
Kansas
$74M +$1.32M +2% 1.39% 84.8% 13 0% 9.1
APEIRON Capital Ltd
6142
APEIRON Capital Ltd
Hong Kong
$73.7M -$82M -53% 23.8% 362% 14 50% 1
Angel Oak Capital Advisors
6143
Angel Oak Capital Advisors
Georgia
$73.3M -$6M -8% 3.61% – 36 22.22% 1.2
Harrison Street Private Wealth
6144
Harrison Street Private Wealth
Colorado
$73M +$2.06M +3% 8.26% – 21 0% 0.5
KDT Advisors
6145
KDT Advisors
New York
$73M +$771K +1% 3.53% – 75 5.33% 1.4
Empower Harvest Management Services
6146
Empower Harvest Management Services
Cayman Islands
$72.5M -$311K -0.4% 1.85% – 1 0% 1.8
Stronghold Wealth Management
6147
Stronghold Wealth Management
Florida
$72.4M -$2.34M -3% 1.27% – 143 20.98% 0.6
NI
6148
NCP Inc
California
$71.9M +$72.1K +0.1% 3.69% – 79 5.06% 1.4
XXEC Inc
6149
XXEC Inc
Oklahoma
$71.8M -$698M -91% 5.93% 30.1% 26 26.92% 2.7
BAM
6150
Bosun Asset Management
Illinois
$71.3M -$124M -63% 6.74% 309% 79 72.15% 2.5