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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| $72.5M | -$311K | -0.4% | 1.85% | – | 1 | 0% | 1.8 |
|
| 6827 |
6827
Stronghold Wealth Management
Tampa,
Florida
| $72.4M | -$2.34M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 6828 |
NI
6828
NCP Inc
La Quinta,
California
| $71.9M | +$72.1K | +0.1% | 3.69% | – | 79 | 5.06% | 1.4 |
|
| 6829 |
6829
XXEC Inc
Tulsa,
Oklahoma
| $71.8M | -$698M | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 6830 |
BAM
6830
Bosun Asset Management
Chicago,
Illinois
| $71.3M | -$124M | -63% | 6.74% | 309% | 79 | 72.15% | 2.5 |
|
| 6831 |
6831
Fourier Capital Management
Hong Kong,
| $70.7M | +$6.73M | +11% | 16.5% | – | 20 | 80% | 0.1 |
|
| 6832 |
6832
University of Maryland Foundation
Adelphi,
Maryland
| $70.4M | +$14.3M | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 6833 |
6833
Copperwood Asset Management
Houston,
Texas
| $70.1M | +$23.5M | +50% | 42.2% | – | 1 | 0% | 0.8 |
|
| 6834 |
6834
Lockerman Financial Group
Newport Beach,
California
| $69.7M | +$4.3M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 6835 |
6835
Sapphire Ventures
Austin,
Texas
| $69.5M | -$34.3M | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 6836 |
6836
Andina Capital Management
Lehi,
Utah
| $69.4M | +$7.43M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|
| 6837 |
ACM
6837
Altium Capital Management
New York
| $68.8M | +$21.3M | +45% | 2.32% | – | 20 | 5% | 0.7 |
|
| 6838 |
6838
TCG Capital Management
Playa Vista,
California
| $67.7M | -$5.88M | -8% | 7.99% | 29.3% | 1 | 0% | 3.8 |
|
| 6839 |
BC
6839
Bayforest Capital
London,
United Kingdom
| $67.6M | -$40.6M | -38% | 1.42% | – | 1,258 | 59.22% | 0.4 |
|
| 6840 |
6840
Canaan Partners XI
Menlo Park,
California
| $66.9M | -$60.4M | -47% | 46.3% | 798% | 3 | 0% | 3.4 |
|
| 6841 |
6841
Connective Portfolio Management
New York
| $66.9M | +$6.81M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 6842 |
6842
Crystal Cove Asset Management
Newport Beach,
California
| $66.8M | -$24.9M | -27% | 20.8% | – | 23 | 26.09% | 0.4 |
|
| 6843 |
6843
QP Wealth Management
Eatontown,
New Jersey
| $66.5M | -$3.6M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 6844 |
6844
Navigation Wealth Management
Fort Collins,
Colorado
| $66.1M | -$6.47M | -9% | 0.25% | 46.5% | 35 | 8.57% | 1.2 |
|
| 6845 |
6845
Applied Fundamental Research
Cambridge,
Massachusetts
| $66M | -$18.5M | -22% | 7.99% | 49.7% | 10 | 20% | 3.1 |
|
| 6846 |
6846
Altar Rock
New York
| $65.8M | -$2.69M | -4% | 4.69% | – | 96 | 40.63% | 0.5 |
|
| 6847 |
KA
6847
Kailix Advisors
Fort Lauderdale,
Florida
| $65.7M | -$37.8M | -37% | 11.8% | 6.04% | 12 | 50% | 1.4 |
|
| 6848 |
AP
6848
Arlington Partners
Birmingham,
Alabama
| $65.4M | +$10M | +18% | 1.31% | 46.4% | 64 | 95.31% | 1.3 |
|
| 6849 |
6849
Sullivan Wood Capital Management
Washington,
District of Columbia
| $65.2M | -$7.8M | -11% | 9.12% | – | 24 | 16.67% | 1 |
|
| 6850 |
6850
Fidelis Wealth Advisors
Castle Rock,
Colorado
| $64.8M | -$2M | -3% | 1.71% | – | 29 | 34.48% | 0.4 |
|