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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, 6,821 funds (~76%) 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)
SPG Advisors
6701
SPG Advisors
Washington
$7.77M +$2.22M +40% 10.5% – 12 25% 0.8
Spurstone Advisory Services
6702
Spurstone Advisory Services
Connecticut
$7.64M +$313K +4% 10.6% – 101 3.96% 1.2
Hoya Capital Real Estate
6703
Hoya Capital Real Estate
Connecticut
$6.99M +$187K +3% 2.51% 109% 10 10% 3.2
Atlas Merchant Capital
6704
Atlas Merchant Capital
New York
$6.46M +$5.88M +1,006% 4.76% 67.6% 3 100% 0
BCI Securities
6705
BCI Securities
Florida
$6.17M -$5.44M -47% 0.16% – 18 44.44% 0.6
1C
6706
1060 Capital
Colorado
$6.07M -$64.8M -91% 25.3% 208% 13 100% 0
Belfer Management
6707
Belfer Management
New York
$5.94M -$97.1K -2% 2.44% 85.9% 19 31.58% 2.5
Pickering Energy Partners
6708
Pickering Energy Partners
Texas
$5.93M -$30.1M -84% 15.8% 29.1% 15 33.33% 0.7
Dai-ichi Life International Holdings
6709
Dai-ichi Life International Holdings
Japan
$5.92M +$2.76M +88% 9.77% – 12 33.33% 0.2
Declaration Partners
6710
Declaration Partners
New York
$4.88M -$6.38M -57% 56.6% – 1 0% 0.8
OFC
6711
Oakland Financial Corp
$4.82M +$308K +7% 4.37% – 7 14.29% 1.5
EWML
6712
Eiger Wealth Management, LLC
California
$4.62M +$1.43M +45% 0.47% – 17 29.41% 0.5
American International Group
6713
American International Group
New York
$4.18M +$1.25M +43% 42.6% 161% 1 0% 2.3
Eurizon Asset Management Slovakia
6714
Eurizon Asset Management Slovakia
$4.13M +$122K +3% 0.1% – 6 16.67% 0.6
Vinland Capital Management Gestora de Recursos
6715
Vinland Capital Management Gestora de Recursos
Brazil
$4.02M -$6.13M -60% 12.2% 284% 12 75% 0.2
Mizuho Securities
6716
Mizuho Securities
Japan
$3.98M – – 0.86% – 19 – 0.3
Longboard Asset Management
6717
Longboard Asset Management
Arizona
$3.72M -$2.25M -38% 6.64% – 32 46.88% 0.8
FM
6718
Factorial Management
Hong Kong
$3.48M -$135K -4% 4.88% – 3 0% 1.2
Great Mountain Partners
6719
Great Mountain Partners
Connecticut
$3.21M -$6.08M -65% 65.5% 98.7% 1 0% 6.3
Wafra Inc
6720
Wafra Inc
New York
$3.12M -$2.75M -47% 46.8% 71.5% 1 0% 4.8
KI
6721
Khan Imran
$3M +$55.6K +2% 1.88% – 1 0% 0.5
SRB
6722
Sid R. Bass
$2.91M +$314K +12% 10.9% – 1 0% 0.8
PayPay Securities
6723
PayPay Securities
Japan
$2.9M +$132K +5% 0.8% 96.8% 316 6.33% 2.7
CPIH
6724
Consolidated Press International Holdings
Australia
$2.63M +$17K +0.7% 33.2% – 3 33.33% 0.2
Acuitas Investments
6725
Acuitas Investments
Washington
$2.55M +$1.13M +79% 6.38% 120% 14 57.14% 0.2