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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, 1,863 funds (~21%) 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)
WP
1801
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
AIS
1802
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
CIM
1803
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
FWWM
1804
Fiscal Wisdom Wealth Management
Connecticut
$84.1M -$33.8M -29% 1.66% – 118 23.73% 0.7
PS
1805
Pensionfund Sabic
Netherlands
$82.9M -$10.6M -11% 6.97% 63.6% 76 3.95% 7.9
WPA
1806
WIT Partners Advisory
Singapore
$82.3M -$131M -61% 2.64% 22.7% 16 62.5% 1.2
PA
1807
ProCore Advisors
California
$82.2M +$1.44M +2% 1.47% – 99 23.23% 0.6
NCPF
1808
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$81.2M -$106M -57% 27% – 1 0% 1.8
LCM
1809
LDR Capital Management
New York
$81M -$5.69M -7% 6.1% 28.4% 49 18.37% 1.3
TC
1810
Trium Capital
United Kingdom
$79.4M -$83.1M -51% 8.97% 215% 73 54.79% 0.7
VERPA
1811
Virginia Estate & Retirement Planning Advisors
Virginia
$79.1M -$3.97M -5% 2.18% – 262 42.75% 0.3
AAM
1812
Alken Asset Management
United Kingdom
$78.5M -$11.1M -12% 1.61% 2.19% 31 3.23% 0.9
SWM
1813
Stapp Wealth Management
Washington
$77.2M +$706K +0.9% 1.88% 54.4% 34 14.71% 1.7
TIM
1814
Triad Investment Management
California
$75.4M -$15.3M -17% 1.69% – 37 21.62% 3.5
SWM
1815
Stronghold Wealth Management
Florida
$72.4M -$2.34M -3% 1.27% – 143 20.98% 0.6
LFG
1816
Lockerman Financial Group
California
$69.7M +$4.3M +7% 0.25% 70.4% 97 15.46% 2
QWM
1817
QP Wealth Management
New Jersey
$66.5M -$3.6M -5% 6.73% – 88 38.64% 2.4
AP
1818
Arlington Partners
Alabama
$65.4M +$10M +18% 1.31% 46.4% 64 95.31% 1.3
SWCM
1819
Sullivan Wood Capital Management
District of Columbia
$65.2M -$7.8M -11% 9.12% – 24 16.67% 1
BI
1820
Breachway Investments
Rhode Island
$64.7M -$1.7M -3% 0.07% – 77 12.99% 0.7
JC
1821
JCSD Capital
California
$63.9M -$4.71M -7% 4.07% – 27 48.15% 1.1
TSMHT
1822
Thurston Springer Miller Herd & Titak
Indiana
$61.1M -$214M -78% 0.9% – 1,261 52.02% 1.7
PCM
1823
Praxis Capital Management
Illinois
$58.9M -$4.24M -7% 1.82% – 36 36.11% 0.5
IDBONY
1824
Israel Discount Bank of New York
New York
$55.4M +$1.37M +3% 0.85% 40.8% 46 13.04% 4.3
WWP
1825
Wise Wealth Partners
Arizona
$54.6M -$4.25M -7% 0.01% – 45 20% 1.1