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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, 7,007 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
PPM America
Chicago,
Illinois
| $26.2M | +$11.2M | +74% | 1.5% | 61.5% | 5 | 40% | 3.3 |
|
| 6827 |
6827
Strategic Advocates
Logan,
Utah
| $25.9M | +$103K | +0.4% | 0.17% | 111% | 267 | 8.24% | 1.4 |
|
| 6828 |
6828
IDG-Accel China Capital GP II Associates
Hong Kong
| $25.6M | +$6.08M | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 6829 |
6829
Samson Rock Capital
London,
United Kingdom
| $24.8M | -$20.8M | -46% | 16.1% | 166% | 4 | 75% | 0.8 |
|
| 6830 |
HIIL
6830
HS Investments III Ltd
St. Peter Port,
| $24.5M | +$2.19M | +10% | 30.1% | – | 1 | 0% | 0.8 |
|
| 6831 |
6831
Emeth Value Capital
New Orleans,
Louisiana
| $24.1M | -$4.74M | -16% | 21.1% | – | 3 | 0% | 1.3 |
|
| 6832 |
6832
Scarborough Advisors
Annapolis,
Maryland
| $23.9M | -$847M | -97% | 0.89% | 63.3% | 149 | 96.64% | 1.1 |
|
| 6833 |
6833
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $23.1M | +$3.63M | +19% | 0.64% | 32% | 10 | 40% | 3 |
|
| 6834 |
6834
REX Advisers
Fairfield,
Connecticut
| $21.1M | -$23.2M | -52% | 25.4% | – | 90 | 88.89% | 0.1 |
|
| 6835 |
6835
One68 Global Capital
New York
| $20.7M | -$26.5M | -56% | 2.85% | – | 78 | 84.62% | 0.1 |
|
| 6836 |
6836
Harborfront Financial Group
Ludington,
Michigan
| $20.2M | -$6.29M | -24% | 2.33% | – | 444 | 37.61% | 0.2 |
|
| 6837 |
6837
Bancreek Capital Management
Santa Monica,
California
| $20.2M | -$6.24M | -24% | 8.81% | 24.3% | 17 | 35.29% | 1.2 |
|
| 6838 |
6838
Stone Point Capital
Greenwich,
Connecticut
| $20.1M | -$1.51M | -7% | 6.99% | 20.4% | 1 | 0% | 10.8 |
|
| 6839 |
6839
MGO Private Wealth
Irvine,
California
| $19.8M | -$866K | -4% | 0.92% | 58.3% | 29 | 6.9% | 2.8 |
|
| 6840 |
6840
Indus Capital Partners
New York
| $19.6M | -$10.3M | -34% | 2.59% | 107% | 2 | 50% | 1.5 |
|
| 6841 |
6841
Pathway Capital Management
Irvine,
California
| $19.5M | -$4.43M | -19% | 0.8% | 659% | 8 | 100% | 0 |
|
| 6842 |
6842
Livelsberger Financial Advisory
Ashland,
Ohio
| $18.6M | – | – | 2.55% | – | 218 | – | 0.1 |
|
| 6843 |
RCP
6843
RPM Capital Partners
New York
| $18.1M | +$11.2M | +163% | 15.8% | 8.37% | 2 | 50% | 0.4 |
|
| 6844 |
6844
Flaharty Asset Management
Clearwater,
Florida
| $17.9M | -$52M | -74% | 0.27% | 37.8% | 52 | 28.85% | 4.4 |
|
| 6845 |
6845
Prossimo Advisors
San Luis Obispo,
California
| $17.9M | +$522K | +3% | 4.56% | 92% | 25 | 8% | 1.7 |
|
| 6846 |
BIMC
6846
Benson Investment Management Company
Roanoke,
Virginia
| $17.8M | -$1.01M | -5% | 1.52% | 99.8% | 9 | 22.22% | 0.9 |
|
| 6847 |
6847
Dara Capital US
Miami,
Florida
| $17.7M | -$127M | -88% | 4.75% | – | 110 | 78.18% | 0.8 |
|
| 6848 |
6848
Silchester International Investors
London,
United Kingdom
| $17.3M | -$44.8M | -72% | 9.56% | 53.9% | 4 | 25% | 2 |
|
| 6849 |
6849
Covalis (Gibraltar)
Midtown,
Gibraltar
| $16.9M | -$10.2M | -38% | 13.5% | – | 4 | 75% | 0.1 |
|
| 6850 |
6850
American Beacon Advisors
Irving,
Texas
| $16.7M | +$2.92M | +21% | 2.5% | – | 3 | 0% | 0.5 |
|