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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)
Compound Global Advisors
6276
Compound Global Advisors
Washington
$9.22M +$5.17M +128% 1.15% – 45 48.89% 1.1
SM
6277
Sabby Management
Florida
$9.02M -$102M -92% 29.5% 95.8% 31 58.06% 0.8
Acute Investment Advisory
6278
Acute Investment Advisory
Arizona
$8.99M -$463K -5% 0.38% 15% 18 5.56% 1.5
Park Square Financial Group
6279
Park Square Financial Group
Georgia
$8.79M -$2.29M -21% 0.7% – 226 15.49% 1.1
Price Financial Group Wealth Management
6280
Price Financial Group Wealth Management
Oregon
$8.2M +$2.18M +36% 3.91% – 24 37.5% 0.4
SIP Global Opportunity Manager
6281
SIP Global Opportunity Manager
New Hampshire
$8.14M -$40.4M -83% 62.2% – 1 0% 0.8
Revelation Capital Management
6282
Revelation Capital Management
California
$8.01M -$102M -93% 50.8% – 3 66.67% 0.4
Mizuho Financial Group
6283
Mizuho Financial Group
Japan
$7.87M -$3.91M -33% 18.6% – 14 92.86% 13.3
Spurstone Advisory Services
6284
Spurstone Advisory Services
Connecticut
$7.64M +$313K +4% 10.6% – 101 3.96% 1.2
Hoya Capital Real Estate
6285
Hoya Capital Real Estate
Connecticut
$6.99M +$187K +3% 2.51% 109% 10 10% 3.2
Atlas Merchant Capital
6286
Atlas Merchant Capital
New York
$6.46M +$5.88M +1,006% 4.76% 67.6% 3 100% 0
BCI Securities
6287
BCI Securities
Florida
$6.17M -$5.44M -47% 0.16% – 18 44.44% 0.6
Belfer Management
6288
Belfer Management
New York
$5.94M -$97.1K -2% 2.44% 85.9% 19 31.58% 2.5
Pickering Energy Partners
6289
Pickering Energy Partners
Texas
$5.93M -$30.1M -84% 15.8% 29.1% 15 33.33% 0.7
Dai-ichi Life International Holdings
6290
Dai-ichi Life International Holdings
Japan
$5.92M +$2.76M +88% 9.77% – 12 33.33% 0.2
OFC
6291
Oakland Financial Corp
$4.82M +$308K +7% 4.37% – 7 14.29% 1.5
EWML
6292
Eiger Wealth Management, LLC
California
$4.62M +$1.43M +45% 0.47% – 17 29.41% 0.5
American International Group
6293
American International Group
New York
$4.18M +$1.25M +43% 42.6% 161% 1 0% 2.3
Eurizon Asset Management Slovakia
6294
Eurizon Asset Management Slovakia
$4.13M +$122K +3% 0.1% – 6 16.67% 0.6
Vinland Capital Management Gestora de Recursos
6295
Vinland Capital Management Gestora de Recursos
Brazil
$4.02M -$6.13M -60% 12.2% 284% 12 75% 0.2
Mizuho Securities
6296
Mizuho Securities
Japan
$3.98M – – 0.86% – 19 – 0.3
Longboard Asset Management
6297
Longboard Asset Management
Arizona
$3.72M -$2.25M -38% 6.64% – 32 46.88% 0.8
FM
6298
Factorial Management
Hong Kong
$3.48M -$135K -4% 4.88% – 3 0% 1.2
Great Mountain Partners
6299
Great Mountain Partners
Connecticut
$3.21M -$6.08M -65% 65.5% 98.7% 1 0% 6.3
Wafra Inc
6300
Wafra Inc
New York
$3.12M -$2.75M -47% 46.8% 71.5% 1 0% 4.8