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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, 2,845 funds (~32%) 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)
Sage Investment Counsel
2726
Sage Investment Counsel
Tennessee
$100M +$338K +0.3% 0.9% – 138 18.12% 1.4
Ulrich Consultants & Investment Group
2727
Ulrich Consultants & Investment Group
New Mexico
$100M – – 1.07% – 47 – 1.6
CSP Financial Group
2728
CSP Financial Group
Arizona
$99.3M -$18.1M -15% 0.36% – 25 12% 0.4
HFG Wealth Management
2729
HFG Wealth Management
Texas
$99M -$430K -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
2730
October Effect
Virginia
$98.3M -$8.04M -8% 4% – 68 14.71% 0.9
Professional Financial Management
2731
Professional Financial Management
Wisconsin
$98.2M -$374K -0.4% 3.75% – 28 35.71% 0.5
August Group Capital
2732
August Group Capital
$98M +$7.02M +8% 3.5% – 107 16.82% 0.6
Vima LLC
2733
Vima LLC
Michigan
$97.9M -$4.67M -5% 1.4% – 381 10.24% 0.6
Piper Sandler & Co
2734
Piper Sandler & Co
Minnesota
$97.6M -$37.2M -28% 0.01% 0.05% 16 12.5% 0.4
HIIL
2735
HS Investments IV Ltd
$97.5M -$14.7M -13% 4.56% – 2 0% 0.6
ACIML
2736
ASK CAPITAL INVESTMENT MANAGERS, LLC
Texas
$97.1M – – 5.39% – 28 – 0
University of Cambridge Investment Management
2737
University of Cambridge Investment Management
$96.4M +$2.5M +3% 2.66% – 1 0% 0.8
DB&C Advisors
2738
DB&C Advisors
Michigan
$96.3M +$3.92M +4% 5.12% – 79 7.59% 0.7
Holland Advisory Services
2739
Holland Advisory Services
Florida
$95.6M +$5.07M +6% 0.6% 63% 51 5.88% 3.1
Meadowbrook Wealth Management
2740
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
York GP
2741
York GP
Cayman Islands
$95.2M -$31.2M -25% 24.2% – 3 0% 1.7
WealthSpring Partners
2742
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
Measured Risk Portfolios
2743
Measured Risk Portfolios
California
$93.8M -$18.6M -17% 0.02% – 66 7.58% 1.5
Capitol Family Office
2744
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
HCM
2745
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
Pacific Excel Wealth Advisors
2746
Pacific Excel Wealth Advisors
California
$90.1M -$168M -65% 2.26% – 307 87.95% 0.2
MA
2747
McGrath & Associates
North Carolina
$89.8M +$13.1M +17% 0.96% – 44 27.27% 1.1
Lionsbridge Wealth Management
2748
Lionsbridge Wealth Management
Florida
$89.6M -$12.3M -12% 1.42% 65.5% 73 20.55% 2.1
Walleye Partners
2749
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
GBA
2750
Garrison Bradford & Associates
New York
$88.1M -$4.07M -4% 1.61% 62.2% 38 26.32% 7.2