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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, 6,943 funds (~78%) 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
Wells Financial Advisors
Framingham,
Massachusetts
| $10.8M | -$11.1K | -0.1% | 0.01% | 58.9% | 43 | 13.95% | 3.9 |
|
| 6802 |
6802
Vitol Holding
Rotterdam,
Netherlands
| $10.5M | +$1.65M | +19% | 18.6% | 103% | 1 | 0% | 6 |
|
| 6803 |
6803
Gallo Partners
Bloomfield,
New Jersey
| $10.3M | -$34.8M | -77% | 7.14% | – | 56 | 83.93% | 0.1 |
|
| 6804 |
6804
Varde Management
Minneapolis,
Minnesota
| $9.23M | -$59.2M | -87% | 17.1% | 206% | 7 | 100% | 0 |
|
| 6805 |
6805
Compound Global Advisors
Mercer Island,
Washington
| $9.22M | +$5.17M | +128% | 1.15% | – | 45 | 48.89% | 1.1 |
|
| 6806 |
SM
6806
Sabby Management
Miami Beach,
Florida
| $9.02M | -$102M | -92% | 29.5% | 95.8% | 31 | 58.06% | 0.8 |
|
| 6807 |
6807
Acute Investment Advisory
Mesa,
Arizona
| $8.99M | -$463K | -5% | 0.38% | 15% | 18 | 5.56% | 1.5 |
|
| 6808 |
6808
Park Square Financial Group
Roswell,
Georgia
| $8.79M | -$2.29M | -21% | 0.7% | – | 226 | 15.49% | 1.1 |
|
| 6809 |
6809
Price Financial Group Wealth Management
Portland,
Oregon
| $8.2M | +$2.18M | +36% | 3.91% | – | 24 | 37.5% | 0.4 |
|
| 6810 |
6810
SIP Global Opportunity Manager
Portsmouth,
New Hampshire
| $8.14M | -$40.4M | -83% | 62.2% | – | 1 | 0% | 0.8 |
|
| 6811 |
6811
Revelation Capital Management
Sausalito,
California
| $8.01M | -$102M | -93% | 50.8% | – | 3 | 66.67% | 0.4 |
|
| 6812 |
6812
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| $7.87M | -$3.91M | -33% | 18.6% | – | 14 | 92.86% | 13.3 |
|
| 6813 |
6813
SPG Advisors
Kirkland,
Washington
| $7.77M | +$2.22M | +40% | 10.5% | – | 12 | 25% | 0.8 |
|
| 6814 |
6814
Spurstone Advisory Services
Higganum,
Connecticut
| $7.64M | +$313K | +4% | 10.6% | – | 101 | 3.96% | 1.2 |
|
| 6815 |
6815
Hoya Capital Real Estate
Rowayton,
Connecticut
| $6.99M | +$187K | +3% | 2.51% | 109% | 10 | 10% | 3.2 |
|
| 6816 |
6816
Atlas Merchant Capital
New York
| $6.46M | +$5.88M | +1,006% | 4.76% | 67.6% | 3 | 100% | 0 |
|
| 6817 |
6817
BCI Securities
Miami,
Florida
| $6.17M | -$5.44M | -47% | 0.16% | – | 18 | 44.44% | 0.6 |
|
| 6818 |
1C
6818
1060 Capital
Denver,
Colorado
| $6.07M | -$64.8M | -91% | 25.3% | 208% | 13 | 100% | 0 |
|
| 6819 |
6819
Belfer Management
New York
| $5.94M | -$97.1K | -2% | 2.44% | 85.9% | 19 | 31.58% | 2.5 |
|
| 6820 |
6820
Pickering Energy Partners
Houston,
Texas
| $5.93M | -$30.1M | -84% | 15.8% | 29.1% | 15 | 33.33% | 0.7 |
|
| 6821 |
6821
Dai-ichi Life International Holdings
Tokyo,
Japan
| $5.92M | +$2.76M | +88% | 9.77% | – | 12 | 33.33% | 0.2 |
|
| 6822 |
6822
Declaration Partners
New York
| $4.88M | -$6.38M | -57% | 56.6% | – | 1 | 0% | 0.8 |
|
| 6823 |
OFC
6823
Oakland Financial Corp
| $4.82M | +$308K | +7% | 4.37% | – | 7 | 14.29% | 1.5 |
|
| 6824 |
EWML
6824
Eiger Wealth Management, LLC
San Diego,
California
| $4.62M | +$1.43M | +45% | 0.47% | – | 17 | 29.41% | 0.5 |
|
| 6825 |
6825
American International Group
New York
| $4.18M | +$1.25M | +43% | 42.6% | 161% | 1 | 0% | 2.3 |
|