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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
New Paradigm Capital Management
Great Falls,
Virginia
| $78.8M | +$32M | +68% | 1.23% | – | 32 | 71.88% | 0.2 |
|
| 6802 |
6802
Mayar Capital
London,
United Kingdom
| $78.8M | -$10.4M | -12% | 4.4% | 16% | 17 | 11.76% | 3.2 |
|
| 6803 |
6803
Alken Asset Management
London,
United Kingdom
| $78.5M | -$11.1M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 6804 |
JKSF
6804
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $78.2M | -$17.6M | -18% | 5.08% | 8.95% | 4 | 0% | 3.8 |
|
| 6805 |
6805
Orchard Capital Management
Chicago,
Illinois
| $78M | -$24.7M | -24% | 9.35% | 128% | 48 | 16.67% | 2.3 |
|
| 6806 |
6806
Accel Growth Fund V Associates
Palo Alto,
California
| $77.8M | -$12M | -13% | 13.3% | 3.57% | 2 | 0% | 5.4 |
|
| 6807 |
KL
6807
Khall LLC
San Francisco,
California
| $77.4M | +$14.1M | +22% | 22.3% | – | 1 | 0% | 0.8 |
|
| 6808 |
6808
Norwood Investment Partners
Mill Valley,
California
| $77.3M | +$4.93M | +7% | 5.1% | 24.4% | 17 | 29.41% | 1.4 |
|
| 6809 |
JAWA
6809
John A. Wolfe & Associates
Portage,
Michigan
| $77.3M | +$4.73M | +7% | 1.23% | – | 47 | 10.64% | 0.6 |
|
| 6810 |
6810
Stapp Wealth Management
Olympia,
Washington
| $77.2M | +$706K | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 6811 |
OR
6811
Olympiad Research
Stamford,
Connecticut
| $77M | +$29M | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 6812 |
CC
6812
CF Capital
Cohasset,
Massachusetts
| $76.5M | -$6.89M | -8% | 6.2% | – | 48 | 47.92% | 0.7 |
|
| 6813 |
CMANY
6813
Capital Management Associates (New York)
New York
| $76M | -$1.75M | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 6814 |
6814
Wellington Shields Capital Management
New York
| $76M | -$712M | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 6815 |
6815
Wellington Shields & Co
New York
| $76M | -$370M | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 6816 |
6816
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $75.9M | +$6.28M | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 6817 |
6817
Triad Investment Management
Newport Beach,
California
| $75.4M | -$15.3M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 6818 |
6818
Optimas Capital
Central,
Hong Kong
| $75.3M | -$21.6M | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|
| 6819 |
6819
Accel XI Associates
Palo Alto,
California
| $74.8M | +$17.8M | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 6820 |
BWM
6820
Blossom Wealth Management
San Ramon, Ca,
California
| $74.5M | +$3.55M | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 6821 |
FCI
6821
Financial Counselors Inc
Overland Park,
Kansas
| $74M | +$1.32M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 6822 |
6822
APEIRON Capital Ltd
Hong Kong
| $73.7M | -$82M | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 6823 |
6823
Angel Oak Capital Advisors
Atlanta,
Georgia
| $73.3M | -$6M | -8% | 3.61% | – | 36 | 22.22% | 1.2 |
|
| 6824 |
6824
Harrison Street Private Wealth
Denver,
Colorado
| $73M | +$2.06M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 6825 |
6825
KDT Advisors
New York
| $73M | +$771K | +1% | 3.53% | – | 75 | 5.33% | 1.4 |
|