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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, 6,706 funds (~75%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Novus Advisors
Greenville,
South Carolina
| $47.7M | -$257K | -0.5% | 0.29% | – | 55 | 20% | 1.4 |
|
| 6502 |
6502
WestCap Management
San Francisco,
California
| $47.5M | -$148M | -76% | 53.1% | – | 2 | 0% | 0.8 |
|
| 6503 |
6503
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $47.4M | -$33.6M | -42% | 4.45% | 3.79% | 3 | 66.67% | 3.3 |
|
| 6504 |
MVF
6504
Markin Volterra Fund
Rye,
New York
| $47.1M | -$100M | -68% | 5.48% | – | 74 | 47.3% | 0.5 |
|
| 6505 |
6505
Summit Rock Advisors
New York
| $47M | -$29.2M | -38% | 8.36% | – | 3 | 33.33% | 0.3 |
|
| 6506 |
6506
TRB Advisors
New York
| $46.4M | -$186M | -80% | 1.25% | 76.1% | 6 | 50% | 5 |
|
| 6507 |
FDG
6507
Financial Discovery Group
Atlanta,
Georgia
| $46.3M | -$586K | -1% | 0.22% | – | 21 | 23.81% | 0.5 |
|
| 6508 |
CAM
6508
Capital Asset Management
Denver,
Colorado
| $45.9M | +$1.49M | +3% | 2.38% | – | 47 | 8.51% | 0.7 |
|
| 6509 |
BCM
6509
Bratton Capital Management
Fort Worth,
Texas
| $45.4M | +$4.61M | +11% | 11.3% | 203% | 1 | 0% | 7.8 |
|
| 6510 |
6510
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $45.1M | +$10.7M | +31% | 2.52% | 61.7% | 8 | 25% | 3.5 |
|
| 6511 |
6511
Lattice Capital Management
Kirkland,
Washington
| $45M | -$4.45M | -9% | 14.9% | 242% | 11 | 27.27% | 3.9 |
|
| 6512 |
6512
Quantify Chaos Advisors
Brooklyn,
New York
| $44.3M | +$8.81M | +25% | 3.81% | – | 66 | 31.82% | 0.5 |
|
| 6513 |
GSC
6513
Ground Swell Capital
Folly Beach,
South Carolina
| $43.4M | -$49.1M | -53% | 3.56% | 81.2% | 277 | 95.67% | 0 |
|
| 6514 |
6514
Glaxis Capital Management
Sarasota,
Florida
| $42M | -$7.76M | -16% | 1.71% | 98.9% | 50 | 44% | 1.6 |
|
| 6515 |
6515
B&I Capital
Zurich,
Switzerland
| $41.9M | -$3.44M | -8% | 6.36% | 32.4% | 32 | 21.88% | 2.1 |
|
| 6516 |
6516
China-UAE Investment Cooperation
George Town,
| $41.3M | -$3.96M | -9% | 8.76% | – | 1 | 0% | 0.8 |
|
| 6517 |
GAFA
6517
Garton & Associates Financial Advisors
Louisville,
Kentucky
| $41M | -$3.21M | -7% | 1.78% | – | 31 | 41.94% | 0.5 |
|
| 6518 |
6518
Cincinnati Indemnity Company
Fairfield,
Ohio
| $41M | -$69.9K | -0.2% | 1.27% | 34.8% | 11 | 0% | 8.7 |
|
| 6519 |
6519
Crabel Capital Management
Los Angeles,
California
| $40.6M | -$96.3M | -70% | 6.42% | 15.5% | 66 | 72.73% | 0.5 |
|
| 6520 |
6520
Fiduciary Counselling
Saint Paul,
Minnesota
| $40.5M | -$18.1K | -0% | 3.23% | 28.5% | 13 | 23.08% | 4.4 |
|
| 6521 |
6521
Working Capital Advisors (UK)
London,
United Kingdom
| $39.3M | -$18.6M | -32% | 15.6% | 17.1% | 2 | 0% | 3.4 |
|
| 6522 |
6522
Worth Venture Partners
Fort Lee,
New Jersey
| $38.9M | -$5.44M | -12% | 5.15% | 98.6% | 89 | 64.04% | 0.5 |
|
| 6523 |
6523
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $38.7M | +$5.98M | +18% | 1.43% | – | 179 | 13.41% | 0.6 |
|
| 6524 |
6524
Corundum Trust Company
Sioux Falls,
South Dakota
| $37.8M | +$312K | +0.8% | 2.12% | – | 29 | 6.9% | 2.6 |
|
| 6525 |
6525
Vanguard Marketing Corp
Malvern,
Pennsylvania
| $37.2M | -$1.78M | -5% | 4.57% | – | 1 | 0% | 0.5 |
|