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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, 2,269 funds (~25%) 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)
IFC & Insurance Marketing
2101
IFC & Insurance Marketing
California
$117M +$3.39M +3% 0.56% – 90 16.67% 0.6
Red Tree Management
2102
Red Tree Management
California
$117M -$30.6M -21% 7% – 3 0% 1.8
E&R Wealth Management
2103
E&R Wealth Management
South Carolina
$117M -$1.28M -1% 1.95% – 12 0% 0.8
One River Asset Management
2104
One River Asset Management
Connecticut
$117M -$193M -62% 2.18% 27% 269 40.52% 0.8
FCM
2105
Fell Capital Management
California
$116M -$2.39M -2% 0.74% – 99 8.08% 0.7
Shepherd Street Advisors
2106
Shepherd Street Advisors
California
$116M +$2.32M +2% 3.1% – 88 5.68% 0.7
Catherine Avery Investment Management
2107
Catherine Avery Investment Management
Florida
$116M -$113M -49% 4.72% – 174 5.75% 1.1
Retireful LLC
2108
Retireful LLC
Michigan
$116M +$8.64M +8% 13.2% 437% 125 66.4% 0.4
MLP3 LLC
2109
MLP3 LLC
New Jersey
$116M +$13.1M +13% 0.05% – 110 18.18% 0.6
RBDF
2110
Robert B. Daugherty Foundation
Nebraska
$116M -$28.7M -20% 19.8% – 1 0% 0.8
21 West Wealth Management
2111
21 West Wealth Management
California
$115M -$1.83M -2% 1.26% – 70 15.71% 1.1
Aubrey Capital Management
2112
Aubrey Capital Management
United Kingdom
$115M -$44.4M -28% 11.4% 319% 56 62.5% 0.6
Ebert Capital Management
2113
Ebert Capital Management
California
$115M +$8.55M +8% 5.86% – 30 10% 0.6
Value Investment Professionals
2114
Value Investment Professionals
New York
$115M -$3.99M -3% 0.48% – 107 14.95% 0.4
Gainline Financial Partners
2115
Gainline Financial Partners
Colorado
$115M +$7.71M +7% 0.34% – 60 16.67% 0.2
Vavra Capital Management
2116
Vavra Capital Management
Pennsylvania
$115M +$451K +0.4% 0.22% – 25 16% 0.6
FCM
2117
Floyd Capital Management
Texas
$115M -$16.9M -13% 2.12% – 1 0% 1.8
Lakehouse Capital
2118
Lakehouse Capital
Australia
$114M +$23.6M +26% 23.5% 87.4% 12 0% 4.2
Unified Investment Management
2119
Unified Investment Management
Georgia
$114M +$5.35M +5% 4.22% – 157 14.65% 1.4
Eleva Capital
2120
Eleva Capital
France
$113M -$230M -67% 11.2% – 43 83.72% 0.2
Redwood Family Wealth
2121
Redwood Family Wealth
Texas
$113M -$941K -0.8% 1.52% – 116 14.66% 0.7
JBGlobal.com
2122
JBGlobal.com
New York
$113M -$1.35M -1% 1.43% – 35 8.57% 0.9
Catalyst Investment Management
2123
Catalyst Investment Management
New Hampshire
$113M +$2.51M +2% 0.48% – 83 22.89% 0.6
FinArc Investments
2124
FinArc Investments
Massachusetts
$113M +$2.38M +2% 3.99% – 58 25.86% 0.5
Variant Private Wealth
2125
Variant Private Wealth
Virginia
$113M +$23.6M +27% 8.8% – 47 14.89% 1.3