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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.

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