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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, 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.
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $61.1M | -$214M | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|
| 2027 |
2027
Praxis Capital Management
Chicago,
Illinois
| $58.9M | -$4.24M | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 2028 |
2028
Israel Discount Bank of New York
New York
| $55.4M | +$1.37M | +3% | 0.85% | 40.8% | 46 | 13.04% | 4.3 |
|
| 2029 |
2029
Wise Wealth Partners
Phoenix,
Arizona
| $54.6M | -$4.25M | -7% | 0.01% | – | 45 | 20% | 1.1 |
|
| 2030 |
2030
SL Advisors
Westfield,
New Jersey
| $51.2M | -$5.92M | -10% | 2.39% | 74.1% | 33 | 9.09% | 6.7 |
|
| 2031 |
2031
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $49.2M | +$3.85M | +8% | 14.2% | 261% | 39 | 48.72% | 2.2 |
|
| 2032 |
2032
Summit Rock Advisors
New York
| $47M | -$29.2M | -38% | 8.36% | – | 3 | 33.33% | 0.3 |
|
| 2033 |
2033
Savior LLC
Wellesley Hills,
Massachusetts
| $36M | +$1.18M | +3% | 1.2% | 82.8% | 23 | 39.13% | 1.9 |
|
| 2034 |
2034
Dakota Community Bank & Trust
Hebron,
North Dakota
| $34.8M | +$2.58M | +8% | 0.18% | 93.4% | 106 | 6.6% | 3.2 |
|
| 2035 |
BAS
2035
Breakthru Advisory Services
Muskego,
Wisconsin
| $29.6M | -$213K | -0.7% | 1.41% | – | 20 | 40% | 0.8 |
|
| 2036 |
2036
West Tower Group
Richmond,
Virginia
| $27M | -$8.64M | -24% | 1.7% | 120% | 51 | 50.98% | 1 |
|
| 2037 |
2037
Samson Rock Capital
London,
United Kingdom
| $24.8M | -$20.8M | -46% | 16.1% | 166% | 4 | 75% | 0.8 |
|
| 2038 |
2038
Scarborough Advisors
Annapolis,
Maryland
| $23.9M | -$847M | -97% | 0.89% | 63.3% | 149 | 96.64% | 1.1 |
|
| 2039 |
2039
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $23.1M | +$3.63M | +19% | 0.64% | 32% | 10 | 40% | 3 |
|
| 2040 |
2040
REX Advisers
Fairfield,
Connecticut
| $21.1M | -$23.2M | -52% | 25.4% | – | 90 | 88.89% | 0.1 |
|
| 2041 |
BIMC
2041
Benson Investment Management Company
Roanoke,
Virginia
| $17.8M | -$1.01M | -5% | 1.52% | 99.8% | 9 | 22.22% | 0.9 |
|
| 2042 |
2042
Silchester International Investors
London,
United Kingdom
| $17.3M | -$44.8M | -72% | 9.56% | 53.9% | 4 | 25% | 2 |
|
| 2043 |
2043
WLTH Capital Management
Chandler,
Arizona
| $16.4M | -$140M | -89% | 2.74% | – | 29 | 34.48% | 0.7 |
|
| 2044 |
2044
FTX Recovery Trust
League City,
Texas
| $13.1M | +$3.65M | +39% | 38.7% | – | 1 | 0% | 0.8 |
|
| 2045 |
2045
Compound Global Advisors
Mercer Island,
Washington
| $9.22M | +$5.17M | +128% | 1.15% | – | 45 | 48.89% | 1.1 |
|
| 2046 |
2046
Acute Investment Advisory
Mesa,
Arizona
| $8.99M | -$463K | -5% | 0.38% | 15% | 18 | 5.56% | 1.5 |
|
| 2047 |
2047
Longboard Asset Management
Phoenix,
Arizona
| $3.72M | -$2.25M | -38% | 6.64% | – | 32 | 46.88% | 0.8 |
|
| 2048 |
FM
2048
Factorial Management
Hong Kong
| $3.48M | -$135K | -4% | 4.88% | – | 3 | 0% | 1.2 |
|
| 2049 |
2049
USCF Advisers
Walnut Creek,
California
| $410K | +$311K | +311% | 87.1% | 19.5% | 1 | 0% | 0.8 |
|
| 2050 |
FP
2050
Factorial Partners
Mt. Kisco,
New York
| $75.7K | -$265K | -78% | 0.05% | 88.7% | 2 | 100% | 0 |
|