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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, 6,387 funds (~71%) 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)
FDG
6201
Financial Discovery Group
Georgia
$46.3M -$586K -1% 0.22% – 21 23.81% 0.5
CAM
6202
Capital Asset Management
Colorado
$45.9M +$1.49M +3% 2.38% – 47 8.51% 0.7
BCM
6203
Bratton Capital Management
Texas
$45.4M +$4.61M +11% 11.3% 203% 1 0% 7.8
Cornerstone Partners Capital Management
6204
Cornerstone Partners Capital Management
Virginia
$45.1M +$10.7M +31% 2.52% 61.7% 8 25% 3.5
Lattice Capital Management
6205
Lattice Capital Management
Washington
$45M -$4.45M -9% 14.9% 242% 11 27.27% 3.9
Quantify Chaos Advisors
6206
Quantify Chaos Advisors
New York
$44.3M +$8.81M +25% 3.81% – 66 31.82% 0.5
GSC
6207
Ground Swell Capital
South Carolina
$43.4M -$49.1M -53% 3.56% 81.2% 277 95.67% 0
Glaxis Capital Management
6208
Glaxis Capital Management
Florida
$42M -$7.76M -16% 1.71% 98.9% 50 44% 1.6
B&I Capital
6209
B&I Capital
Switzerland
$41.9M -$3.44M -8% 6.36% 32.4% 32 21.88% 2.1
China-UAE Investment Cooperation
6210
China-UAE Investment Cooperation
$41.3M -$3.96M -9% 8.76% – 1 0% 0.8
GAFA
6211
Garton & Associates Financial Advisors
Kentucky
$41M -$3.21M -7% 1.78% – 31 41.94% 0.5
Cincinnati Indemnity Company
6212
Cincinnati Indemnity Company
Ohio
$41M -$69.9K -0.2% 1.27% 34.8% 11 0% 8.7
Fiduciary Counselling
6213
Fiduciary Counselling
Minnesota
$40.5M -$18.1K -0% 3.23% 28.5% 13 23.08% 4.4
Working Capital Advisors (UK)
6214
Working Capital Advisors (UK)
United Kingdom
$39.3M -$18.6M -32% 15.6% 17.1% 2 0% 3.4
Worth Venture Partners
6215
Worth Venture Partners
New Jersey
$38.9M -$5.44M -12% 5.15% 98.6% 89 64.04% 0.5
Mitsubishi UFJ Morgan Stanley Securities
6216
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38.7M +$5.98M +18% 1.43% – 179 13.41% 0.6
Corundum Trust Company
6217
Corundum Trust Company
South Dakota
$37.8M +$312K +0.8% 2.12% – 29 6.9% 2.6
HM
6218
HCEP Management
Hong Kong
$36.7M -$24.6M -40% 3.73% 175% 4 25% 1.3
Savior LLC
6219
Savior LLC
Massachusetts
$36M +$1.18M +3% 1.2% 82.8% 23 39.13% 1.9
RF
6220
Roberts Foundation
California
$35.1M -$61.6K -0.2% 0.93% – 1 0% 1.8
Dakota Community Bank & Trust
6221
Dakota Community Bank & Trust
North Dakota
$34.8M +$2.58M +8% 0.18% 93.4% 106 6.6% 3.2
Amplify Investments
6222
Amplify Investments
Illinois
$33.8M +$26.6M +367% 6.66% – 50 56% 0.6
MSMLP
6223
Mulberry Street Management, L.P.
New York
$33.5M – – 2.61% – 8 – 0
Monashee Investment Management
6224
Monashee Investment Management
Massachusetts
$33.4M -$26.2M -44% 5.87% 460% 33 90.91% 0.2
Sanchez Wealth Management Group
6225
Sanchez Wealth Management Group
Florida
$33.2M -$538M -94% 0.57% 61.1% 53 56.6% 4.5