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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, 2,260 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)
Triad Investment Management
2201
Triad Investment Management
California
$75.4M -$15.3M -17% 1.69% – 37 21.62% 3.5
FCI
2202
Financial Counselors Inc
Kansas
$74M +$1.32M +2% 1.39% 84.8% 13 0% 9.1
Stronghold Wealth Management
2203
Stronghold Wealth Management
Florida
$72.4M -$2.34M -3% 1.27% – 143 20.98% 0.6
Lockerman Financial Group
2204
Lockerman Financial Group
California
$69.7M +$4.3M +7% 0.25% 70.4% 97 15.46% 2
Andina Capital Management
2205
Andina Capital Management
Utah
$69.4M +$7.43M +12% 0.87% 38.9% 86 33.72% 1.2
Connective Portfolio Management
2206
Connective Portfolio Management
New York
$66.9M +$6.81M +11% 9.51% 468% 54 55.56% 1.1
QP Wealth Management
2207
QP Wealth Management
New Jersey
$66.5M -$3.6M -5% 6.73% – 88 38.64% 2.4
AP
2208
Arlington Partners
Alabama
$65.4M +$10M +18% 1.31% 46.4% 64 95.31% 1.3
Sullivan Wood Capital Management
2209
Sullivan Wood Capital Management
District of Columbia
$65.2M -$7.8M -11% 9.12% – 24 16.67% 1
Breachway Investments
2210
Breachway Investments
Rhode Island
$64.7M -$1.7M -3% 0.07% – 77 12.99% 0.7
Northwestern University
2211
Northwestern University
Illinois
$64.5M +$1.15M +2% 0.34% 28.2% 5 20% 2.9
JC
2212
JCSD Capital
California
$63.9M -$4.71M -7% 4.07% – 27 48.15% 1.1
Thurston Springer Miller Herd & Titak
2213
Thurston Springer Miller Herd & Titak
Indiana
$61.1M -$214M -78% 0.9% – 1,261 52.02% 1.7
Praxis Capital Management
2214
Praxis Capital Management
Illinois
$58.9M -$4.24M -7% 1.82% – 36 36.11% 0.5
Israel Discount Bank of New York
2215
Israel Discount Bank of New York
New York
$55.4M +$1.37M +3% 0.85% 40.8% 46 13.04% 4.3
Wise Wealth Partners
2216
Wise Wealth Partners
Arizona
$54.6M -$4.25M -7% 0.01% – 45 20% 1.1
SL Advisors
2217
SL Advisors
New Jersey
$51.2M -$5.92M -10% 2.39% 74.1% 33 9.09% 6.7
JGP Global Gestao de Recursos
2218
JGP Global Gestao de Recursos
Brazil
$49.2M +$3.85M +8% 14.2% 261% 39 48.72% 2.2
Summit Rock Advisors
2219
Summit Rock Advisors
New York
$47M -$29.2M -38% 8.36% – 3 33.33% 0.3
Savior LLC
2220
Savior LLC
Massachusetts
$36M +$1.18M +3% 1.2% 82.8% 23 39.13% 1.9
Dakota Community Bank & Trust
2221
Dakota Community Bank & Trust
North Dakota
$34.8M +$2.58M +8% 0.18% 93.4% 106 6.6% 3.2
BAS
2222
Breakthru Advisory Services
Wisconsin
$29.6M -$213K -0.7% 1.41% – 20 40% 0.8
West Tower Group
2223
West Tower Group
Virginia
$27M -$8.64M -24% 1.7% 120% 51 50.98% 1
Samson Rock Capital
2224
Samson Rock Capital
United Kingdom
$24.8M -$20.8M -46% 16.1% 166% 4 75% 0.8
HIIL
2225
HS Investments III Ltd
$24.5M +$2.19M +10% 30.1% – 1 0% 0.8