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