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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, 7,143 funds (~80%) 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)
Measured Risk Portfolios
6726
Measured Risk Portfolios
California
$93.8M -$18.6M -17% 0.02% – 66 7.58% 1.5
Deuterium Capital Management
6727
Deuterium Capital Management
Florida
$93.3M +$937K +1% 10.3% 262% 25 4% 2
RL
6728
RPO LLC
Connecticut
$93.2M +$62.8M +207% 8.84% 87.3% 35 37.14% 0.8
Steel Partners Holdings
6729
Steel Partners Holdings
New York
$93M +$15M +19% 11.6% – 12 25% 0.8
Aozora Bank
6730
Aozora Bank
Japan
$93M -$106M -53% 6.32% 2.32% 1 0% 4
FSR Wealth Management
6731
FSR Wealth Management
Illinois
$92.9M +$5.19M +6% 2.92% – 42 19.05% 0.8
Capitol Family Office
6732
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
MIL
6733
MFG Investments, LLC
New Jersey
$92.8M – – 0.65% – 79 – 0
VCU Investment Management
6734
VCU Investment Management
Virginia
$92.8M +$15.7M +20% 3.43% – 2 0% 3.6
Demming Financial Services
6735
Demming Financial Services
Ohio
$92.1M -$65.2M -41% 0.02% – 43 11.63% 0.6
CPWA  LLC
6736
CPWA LLC
Oregon
$92M +$5.89M +7% 2.8% – 101 13.86% 0.5
Audent Global Asset Management
6737
Audent Global Asset Management
California
$92M +$2.42M +3% 5.37% 129% 49 14.29% 3.3
HCM
6738
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
IDG China Venture Capital Fund V Associates
6739
IDG China Venture Capital Fund V Associates
Hong Kong
$91.7M -$12.9M -12% 10.5% 12.6% 1 0% 4.8
Viola Growth Management Fund 2
6740
Viola Growth Management Fund 2
$90.7M +$15.8M +21% 23.2% – 5 80% 0.1
Encore Global Management
6741
Encore Global Management
Texas
$90.7M -$11.2M -11% 8.29% – 53 0% 0.5
S2L
6742
Sparta 24 Ltd
Israel
$90.5M -$18.5M -17% 1.33% 86% 31 58.06% 0.3
Wiser Advisor Group
6743
Wiser Advisor Group
Arizona
$90.2M -$1.09M -1% 1.53% 80.4% 242 7.44% 1.2
UG Investment Advisers
6744
UG Investment Advisers
Taiwan
$90.2M -$12.9M -13% 1.83% 183% 11 27.27% 1.2
WestBridge Capital Management
6745
WestBridge Capital Management
Mauritius
$90.1M +$10.6M +13% 26.4% 21.9% 1 0% 4.3
Pacific Excel Wealth Advisors
6746
Pacific Excel Wealth Advisors
California
$90.1M -$168M -65% 2.26% – 307 87.95% 0.2
Mozayyx Management
6747
Mozayyx Management
Texas
$90M -$14M -13% 38.6% – 37 86.49% 0.1
MA
6748
McGrath & Associates
North Carolina
$89.8M +$13.1M +17% 0.96% – 44 27.27% 1.1
Mowery & Schoenfeld Wealth Management
6749
Mowery & Schoenfeld Wealth Management
Illinois
$89.6M +$16.3M +22% 1.97% 96.9% 404 20.54% 1.7
Lionsbridge Wealth Management
6750
Lionsbridge Wealth Management
Florida
$89.6M -$12.3M -12% 1.42% 65.5% 73 20.55% 2.1