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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
GAFA
6926
Garton & Associates Financial Advisors
Louisville,
Kentucky
| $41M | -$3.21M | -7% | 1.78% | – | 31 | 41.94% | 0.5 |
|
| 6927 |
6927
Cincinnati Indemnity Company
Fairfield,
Ohio
| $41M | -$69.9K | -0.2% | 1.27% | 34.8% | 11 | 0% | 8.7 |
|
| 6928 |
6928
Crabel Capital Management
Los Angeles,
California
| $40.6M | -$96.3M | -70% | 6.42% | 15.5% | 66 | 72.73% | 0.5 |
|
| 6929 |
6929
Fiduciary Counselling
Saint Paul,
Minnesota
| $40.5M | -$18.1K | -0% | 3.23% | 28.5% | 13 | 23.08% | 4.4 |
|
| 6930 |
6930
Working Capital Advisors (UK)
London,
United Kingdom
| $39.3M | -$18.6M | -32% | 15.6% | 17.1% | 2 | 0% | 3.4 |
|
| 6931 |
6931
Worth Venture Partners
Fort Lee,
New Jersey
| $38.9M | -$5.44M | -12% | 5.15% | 98.6% | 89 | 64.04% | 0.5 |
|
| 6932 |
6932
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $38.7M | +$5.98M | +18% | 1.43% | – | 179 | 13.41% | 0.6 |
|
| 6933 |
6933
Corundum Trust Company
Sioux Falls,
South Dakota
| $37.8M | +$312K | +0.8% | 2.12% | – | 29 | 6.9% | 2.6 |
|
| 6934 |
6934
Vanguard Marketing Corp
Malvern,
Pennsylvania
| $37.2M | -$1.78M | -5% | 4.57% | – | 1 | 0% | 0.5 |
|
| 6935 |
HM
6935
HCEP Management
Hong Kong
| $36.7M | -$24.6M | -40% | 3.73% | 175% | 4 | 25% | 1.3 |
|
| 6936 |
6936
Savior LLC
Wellesley Hills,
Massachusetts
| $36M | +$1.18M | +3% | 1.2% | 82.8% | 23 | 39.13% | 1.9 |
|
| 6937 |
6937
M28 Capital Management
Stamford,
Connecticut
| $36M | -$11.1M | -24% | 19.9% | 73.5% | 9 | 0% | 4.3 |
|
| 6938 |
RF
6938
Roberts Foundation
San Mateo,
California
| $35.1M | -$61.6K | -0.2% | 0.93% | – | 1 | 0% | 1.8 |
|
| 6939 |
6939
Dakota Community Bank & Trust
Hebron,
North Dakota
| $34.8M | +$2.58M | +8% | 0.18% | 93.4% | 106 | 6.6% | 3.2 |
|
| 6940 |
6940
BIOS Capital Management
Fort Worth,
Texas
| $34.2M | -$7.5M | -18% | 6.91% | – | 6 | 0% | 1.8 |
|
| 6941 |
6941
Amplify Investments
Lisle,
Illinois
| $33.8M | +$26.6M | +367% | 6.66% | – | 50 | 56% | 0.6 |
|
| 6942 |
6942
Toronado Partners
San Francisco,
California
| $33.8M | -$1.78M | -5% | 6.82% | 192% | 13 | 23.08% | 2.6 |
|
| 6943 |
MSMLP
6943
Mulberry Street Management, L.P.
New York
| $33.5M | – | – | 2.61% | – | 8 | – | 0 |
|
| 6944 |
6944
Monashee Investment Management
Boston,
Massachusetts
| $33.4M | -$26.2M | -44% | 5.87% | 460% | 33 | 90.91% | 0.2 |
|
| 6945 |
6945
Sanchez Wealth Management Group
Jacksonville,
Florida
| $33.2M | -$538M | -94% | 0.57% | 61.1% | 53 | 56.6% | 4.5 |
|
| 6946 |
CPR
6946
CSU Producer Resources
Fairfield,
Ohio
| $33M | +$2.67M | +9% | 13.8% | 110% | 22 | 0% | 7.6 |
|
| 6947 |
6947
Syncona Portfolio
St Peter Port,
Guernsey
| $32.3M | +$5.66M | +21% | 21.3% | 24% | 1 | 0% | 4.8 |
|
| 6948 |
6948
Lennar Corp
Miami,
Florida
| $32.3M | -$30.9M | -49% | 48.8% | – | 4 | 0% | 0.8 |
|
| 6949 |
6949
Irth Capital Management
New York
| $32.1M | -$27.8M | -46% | 46.4% | – | 1 | 0% | 1.8 |
|
| 6950 |
MP
6950
Mediatel Partners
Fort Worth,
Texas
| $29.8M | +$4.43M | +17% | 17.5% | 1.96% | 2 | 0% | 8.8 |
|