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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, 2,671 funds (~30%) 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)
Willow Creek Capital Management
2551
Willow Creek Capital Management
Montana
$103M -$233K -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
2552
Parrish Capital
Georgia
$103M -$1.09M -1% 2.12% – 88 5.68% 0.7
PBK
2553
Peoples Bank (Kansas)
Kansas
$103M -$339K -0.3% 3.28% 74.5% 101 6.93% 2.6
Schuylkill Financial
2554
Schuylkill Financial
Pennsylvania
$102M -$6.23M -6% 2.19% – 72 16.67% 0.2
IWMO
2555
Integrated Wealth Management (Ohio)
Ohio
$102M +$6.9M +7% 1.93% – 104 17.31% 0.5
Englebert Financial Advisers
2556
Englebert Financial Advisers
Pennsylvania
$101M -$478K -0.5% 0.58% – 80 41.25% 0.5
KFP
2557
Kroeger Financial Partners
California
$101M -$2.6M -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
2558
Chiron Capital Management
Florida
$101M -$10.9M -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
2559
Sulzberger Capital Advisors
Florida
$101M -$1.91M -2% 2.6% – 59 15.25% 1.3
Transce3nd
2560
Transce3nd
Texas
$100M +$89M +785% 1.64% – 533 69.61% 0.5
Sage Investment Counsel
2561
Sage Investment Counsel
Tennessee
$100M +$338K +0.3% 0.9% – 138 18.12% 1.4
Ulrich Consultants & Investment Group
2562
Ulrich Consultants & Investment Group
New Mexico
$100M – – 1.07% – 47 – 1.6
CSP Financial Group
2563
CSP Financial Group
Arizona
$99.3M -$18.1M -15% 0.36% – 25 12% 0.4
HFG Wealth Management
2564
HFG Wealth Management
Texas
$99M -$430K -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
2565
October Effect
Virginia
$98.3M -$8.04M -8% 4% – 68 14.71% 0.9
Professional Financial Management
2566
Professional Financial Management
Wisconsin
$98.2M -$374K -0.4% 3.75% – 28 35.71% 0.5
August Group Capital
2567
August Group Capital
$98M +$7.02M +8% 3.5% – 107 16.82% 0.6
Vima LLC
2568
Vima LLC
Michigan
$97.9M -$4.67M -5% 1.4% – 381 10.24% 0.6
HIIL
2569
HS Investments IV Ltd
$97.5M -$14.7M -13% 4.56% – 2 0% 0.6
ACIML
2570
ASK CAPITAL INVESTMENT MANAGERS, LLC
Texas
$97.1M – – 5.39% – 28 – 0
University of Cambridge Investment Management
2571
University of Cambridge Investment Management
$96.4M +$2.5M +3% 2.66% – 1 0% 0.8
DB&C Advisors
2572
DB&C Advisors
Michigan
$96.3M +$3.92M +4% 5.12% – 79 7.59% 0.7
Holland Advisory Services
2573
Holland Advisory Services
Florida
$95.6M +$5.07M +6% 0.6% 63% 51 5.88% 3.1
Meadowbrook Wealth Management
2574
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
York GP
2575
York GP
Cayman Islands
$95.2M -$31.2M -25% 24.2% – 3 0% 1.7