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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 2,069 funds (~23%) 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)
AIS
2001
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
Courant Investment Management
2002
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
Pictet Bank & Trust
2003
Pictet Bank & Trust
Bahamas
$85.5M -$7.81M -8% 5.72% 82.7% 42 28.57% 4.5
Fiscal Wisdom Wealth Management
2004
Fiscal Wisdom Wealth Management
Connecticut
$84.1M -$33.8M -29% 1.66% – 118 23.73% 0.7
Centennial Advisors
2005
Centennial Advisors
Texas
$83.7M -$139K -0.2% 0.45% – 89 30.34% 0.5
Pensionfund Sabic
2006
Pensionfund Sabic
Netherlands
$82.9M -$10.6M -11% 6.97% 63.6% 76 3.95% 7.9
WPA
2007
WIT Partners Advisory
Singapore
$82.3M -$131M -61% 2.64% 22.7% 16 62.5% 1.2
ProCore Advisors
2008
ProCore Advisors
California
$82.2M +$1.44M +2% 1.47% – 99 23.23% 0.6
Nordflint Capital Partners Fondsmaeglerselskab
2009
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$81.2M -$106M -57% 27% – 1 0% 1.8
LDR Capital Management
2010
LDR Capital Management
New York
$81M -$5.69M -7% 6.1% 28.4% 49 18.37% 1.3
Trium Capital
2011
Trium Capital
United Kingdom
$79.4M -$83.1M -51% 8.97% 215% 73 54.79% 0.7
Virginia Estate & Retirement Planning Advisors
2012
Virginia Estate & Retirement Planning Advisors
Virginia
$79.1M -$3.97M -5% 2.18% – 262 42.75% 0.3
Avory & Company
2013
Avory & Company
Florida
$78.9M -$1.12M -1% 5.29% 74.9% 34 5.88% 2.3
Alken Asset Management
2014
Alken Asset Management
United Kingdom
$78.5M -$11.1M -12% 1.61% 2.19% 31 3.23% 0.9
Stapp Wealth Management
2015
Stapp Wealth Management
Washington
$77.2M +$706K +0.9% 1.88% 54.4% 34 14.71% 1.7
Triad Investment Management
2016
Triad Investment Management
California
$75.4M -$15.3M -17% 1.69% – 37 21.62% 3.5
Stronghold Wealth Management
2017
Stronghold Wealth Management
Florida
$72.4M -$2.34M -3% 1.27% – 143 20.98% 0.6
Lockerman Financial Group
2018
Lockerman Financial Group
California
$69.7M +$4.3M +7% 0.25% 70.4% 97 15.46% 2
Andina Capital Management
2019
Andina Capital Management
Utah
$69.4M +$7.43M +12% 0.87% 38.9% 86 33.72% 1.2
QP Wealth Management
2020
QP Wealth Management
New Jersey
$66.5M -$3.6M -5% 6.73% – 88 38.64% 2.4
AP
2021
Arlington Partners
Alabama
$65.4M +$10M +18% 1.31% 46.4% 64 95.31% 1.3
Sullivan Wood Capital Management
2022
Sullivan Wood Capital Management
District of Columbia
$65.2M -$7.8M -11% 9.12% – 24 16.67% 1
Breachway Investments
2023
Breachway Investments
Rhode Island
$64.7M -$1.7M -3% 0.07% – 77 12.99% 0.7
Northwestern University
2024
Northwestern University
Illinois
$64.5M +$1.15M +2% 0.34% 28.2% 5 20% 2.9
JC
2025
JCSD Capital
California
$63.9M -$4.71M -7% 4.07% – 27 48.15% 1.1
78 79 80
81
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