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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.
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
BCM
6776
Beaumont Capital Management
Boston,
Massachusetts
| $83.4M | -$3.04M | -4% | 0.02% | 49.6% | 45 | 48.89% | 1.1 |
|
| 6777 |
6777
Solutions 4 Wealth
Southlake,
Texas
| $83.3M | +$5.78M | +7% | 0.03% | 54.9% | 63 | 14.29% | 1.9 |
|
| 6778 |
6778
Financially Speaking
Greenwood Village,
Colorado
| $83.2M | +$62.6M | +304% | 3.24% | – | 130 | 30% | 1 |
|
| 6779 |
6779
Pensionfund Sabic
Sittard,
Netherlands
| $82.9M | -$10.6M | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 6780 |
6780
AlpInvest Partners
Amsterdam,
Netherlands
| $82.8M | +$22.8M | +38% | 10.8% | 178% | 18 | 27.78% | 1.4 |
|
| 6781 |
6781
Security Benefit Life Insurance Company
Topeka,
Kansas
| $82.3M | -$99.2M | -55% | 9.91% | 61.7% | 22 | 18.18% | 3.2 |
|
| 6782 |
6782
H&F Corporate Investors VIII
San Francisco,
California
| $82.3M | -$50.3M | -38% | 37.9% | 48.3% | 1 | 0% | 5.8 |
|
| 6783 |
WPA
6783
WIT Partners Advisory
Singapore
| $82.3M | -$131M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 6784 |
6784
ProCore Advisors
Newport Beach,
California
| $82.2M | +$1.44M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|
| 6785 |
AC
6785
ASB Consultores
Aventura,
Florida
| $81.9M | +$15.8M | +24% | 0.82% | 91% | 50 | 20% | 1.2 |
|
| 6786 |
6786
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $81.2M | -$106M | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 6787 |
6787
LDR Capital Management
New York
| $81M | -$5.69M | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|
| 6788 |
6788
Charis Legacy Partners
Bryan,
Texas
| $80.9M | -$420K | -0.5% | 2.02% | – | 29 | 3.45% | 1.4 |
|
| 6789 |
6789
Capital Advisor Network
Lafayette,
Indiana
| $80.8M | +$860K | +1% | 2.56% | – | 296 | 47.64% | 0.3 |
|
| 6790 |
6790
Norris Financial Group
Greenville,
South Carolina
| $80.8M | -$171M | -68% | 3.92% | 161% | 101 | 80.2% | 2.2 |
|
| 6791 |
6791
Kepos Capital
New York
| $80.4M | +$7.01M | +10% | 1.81% | 25.1% | 214 | 21.5% | 0.6 |
|
| 6792 |
6792
Regents Gate Capital
London,
United Kingdom
| $80.2M | +$5.09M | +7% | 5.23% | – | 49 | 55.1% | 0.3 |
|
| 6793 |
6793
PMV Capital Advisers
Dallas,
Texas
| $80M | +$13.4M | +20% | 3.13% | – | 69 | 17.39% | 1.3 |
|
| 6794 |
6794
Myriad Asset Management US
West Palm Beach,
Florida
| $79.9M | +$7.47M | +10% | 4.69% | – | 78 | 51.28% | 0.4 |
|
| 6795 |
6795
Bayhunt Capital
Mill Valley,
California
| $79.6M | +$2.49M | +3% | 8.58% | – | 28 | 57.14% | 0.4 |
|
| 6796 |
6796
Trium Capital
London,
United Kingdom
| $79.4M | -$83.1M | -51% | 8.97% | 215% | 73 | 54.79% | 0.7 |
|
| 6797 |
WTCUG
6797
WD Thunder CV Ultimate GP
Houston,
Texas
| $79.3M | -$14.2M | -15% | 15.2% | – | 1 | 0% | 0.8 |
|
| 6798 |
6798
Pursuit Wealth Strategies
Raleigh,
North Carolina
| $79.3M | +$2.43M | +3% | 2.15% | – | 124 | 12.9% | 0.6 |
|
| 6799 |
6799
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| $79.1M | -$3.97M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 6800 |
6800
Avory & Company
Miami,
Florida
| $78.9M | -$1.12M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|