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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.

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