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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.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Wells Financial Advisors
6801
Wells Financial Advisors
Massachusetts
$10.8M -$11.1K -0.1% 0.01% 58.9% 43 13.95% 3.9
Vitol Holding
6802
Vitol Holding
Netherlands
$10.5M +$1.65M +19% 18.6% 103% 1 0% 6
Gallo Partners
6803
Gallo Partners
New Jersey
$10.3M -$34.8M -77% 7.14% – 56 83.93% 0.1
Varde Management
6804
Varde Management
Minnesota
$9.23M -$59.2M -87% 17.1% 206% 7 100% 0
Compound Global Advisors
6805
Compound Global Advisors
Washington
$9.22M +$5.17M +128% 1.15% – 45 48.89% 1.1
SM
6806
Sabby Management
Florida
$9.02M -$102M -92% 29.5% 95.8% 31 58.06% 0.8
Acute Investment Advisory
6807
Acute Investment Advisory
Arizona
$8.99M -$463K -5% 0.38% 15% 18 5.56% 1.5
Park Square Financial Group
6808
Park Square Financial Group
Georgia
$8.79M -$2.29M -21% 0.7% – 226 15.49% 1.1
Price Financial Group Wealth Management
6809
Price Financial Group Wealth Management
Oregon
$8.2M +$2.18M +36% 3.91% – 24 37.5% 0.4
SIP Global Opportunity Manager
6810
SIP Global Opportunity Manager
New Hampshire
$8.14M -$40.4M -83% 62.2% – 1 0% 0.8
Revelation Capital Management
6811
Revelation Capital Management
California
$8.01M -$102M -93% 50.8% – 3 66.67% 0.4
Mizuho Financial Group
6812
Mizuho Financial Group
Japan
$7.87M -$3.91M -33% 18.6% – 14 92.86% 13.3
SPG Advisors
6813
SPG Advisors
Washington
$7.77M +$2.22M +40% 10.5% – 12 25% 0.8
Spurstone Advisory Services
6814
Spurstone Advisory Services
Connecticut
$7.64M +$313K +4% 10.6% – 101 3.96% 1.2
Hoya Capital Real Estate
6815
Hoya Capital Real Estate
Connecticut
$6.99M +$187K +3% 2.51% 109% 10 10% 3.2
Atlas Merchant Capital
6816
Atlas Merchant Capital
New York
$6.46M +$5.88M +1,006% 4.76% 67.6% 3 100% 0
BCI Securities
6817
BCI Securities
Florida
$6.17M -$5.44M -47% 0.16% – 18 44.44% 0.6
1C
6818
1060 Capital
Colorado
$6.07M -$64.8M -91% 25.3% 208% 13 100% 0
Belfer Management
6819
Belfer Management
New York
$5.94M -$97.1K -2% 2.44% 85.9% 19 31.58% 2.5
Pickering Energy Partners
6820
Pickering Energy Partners
Texas
$5.93M -$30.1M -84% 15.8% 29.1% 15 33.33% 0.7
Dai-ichi Life International Holdings
6821
Dai-ichi Life International Holdings
Japan
$5.92M +$2.76M +88% 9.77% – 12 33.33% 0.2
Declaration Partners
6822
Declaration Partners
New York
$4.88M -$6.38M -57% 56.6% – 1 0% 0.8
OFC
6823
Oakland Financial Corp
$4.82M +$308K +7% 4.37% – 7 14.29% 1.5
EWML
6824
Eiger Wealth Management, LLC
California
$4.62M +$1.43M +45% 0.47% – 17 29.41% 0.5
American International Group
6825
American International Group
New York
$4.18M +$1.25M +43% 42.6% 161% 1 0% 2.3