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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, 2,616 funds (~29%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Schuylkill Financial
Wyomissing,
Pennsylvania
| $102M | -$6.23M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 2502 |
IWMO
2502
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $102M | +$6.9M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 2503 |
2503
Englebert Financial Advisers
Allentown,
Pennsylvania
| $101M | -$478K | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 2504 |
KFP
2504
Kroeger Financial Partners
Grass Valley,
California
| $101M | -$2.6M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 2505 |
2505
Chiron Capital Management
Tallahassee,
Florida
| $101M | -$10.9M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 2506 |
2506
Sulzberger Capital Advisors
Miami,
Florida
| $101M | -$1.91M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 2507 |
2507
Transce3nd
Kyle,
Texas
| $100M | +$89M | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 2508 |
2508
Sage Investment Counsel
Franklin,
Tennessee
| $100M | +$338K | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 2509 |
2509
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $100M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 2510 |
2510
CSP Financial Group
Scottsdale,
Arizona
| $99.3M | -$18.1M | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 2511 |
2511
HFG Wealth Management
The Woodlands,
Texas
| $99M | -$430K | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 2512 |
2512
October Effect
Virginia Beach,
Virginia
| $98.3M | -$8.04M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 2513 |
2513
Professional Financial Management
Appleton,
Wisconsin
| $98.2M | -$374K | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 2514 |
2514
August Group Capital
Toronto,
| $98M | +$7.02M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 2515 |
2515
Vima LLC
Troy,
Michigan
| $97.9M | -$4.67M | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 2516 |
HIIL
2516
HS Investments IV Ltd
St Peter Port,
| $97.5M | -$14.7M | -13% | 4.56% | – | 2 | 0% | 0.6 |
|
| 2517 |
ACIML
2517
ASK CAPITAL INVESTMENT MANAGERS, LLC
Amarillo,
Texas
| $97.1M | – | – | 5.39% | – | 28 | – | 0 |
|
| 2518 |
2518
University of Cambridge Investment Management
Cambridge,
| $96.4M | +$2.5M | +3% | 2.66% | – | 1 | 0% | 0.8 |
|
| 2519 |
2519
DB&C Advisors
Holland,
Michigan
| $96.3M | +$3.92M | +4% | 5.12% | – | 79 | 7.59% | 0.7 |
|
| 2520 |
2520
Holland Advisory Services
Ormond Beach,
Florida
| $95.6M | +$5.07M | +6% | 0.6% | 63% | 51 | 5.88% | 3.1 |
|
| 2521 |
2521
Meadowbrook Wealth Management
Garden City,
New York
| $95.4M | +$2.57M | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 2522 |
2522
York GP
Grand Cayman,
Cayman Islands
| $95.2M | -$31.2M | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 2523 |
2523
WealthSpring Partners
Long Beach,
California
| $94.4M | -$21.9M | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 2524 |
2524
Measured Risk Portfolios
San Diego,
California
| $93.8M | -$18.6M | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 2525 |
2525
Capitol Family Office
Beaverton,
Oregon
| $92.9M | -$1.79M | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|