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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, 3,405 funds (~38%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
RCDBASW
3251
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $103M | – | – | 2.29% | – | 75 | – | 0 |
|
| 3252 |
3252
Guilbault Capital
Metairie,
Louisiana
| $102M | +$2.44M | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 3253 |
3253
Schuylkill Financial
Wyomissing,
Pennsylvania
| $102M | -$6.23M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 3254 |
IWMO
3254
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $102M | +$6.9M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 3255 |
3255
Financial Network Wealth Advisors
Murray,
Utah
| $101M | +$2.73M | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 3256 |
3256
Englebert Financial Advisers
Allentown,
Pennsylvania
| $101M | -$478K | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 3257 |
3257
Katamaran Capital
London,
United Kingdom
| $101M | -$24.5M | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 3258 |
3258
Aspen Private Advisors
Sioux Falls,
South Dakota
| $101M | +$1.21M | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 3259 |
KFP
3259
Kroeger Financial Partners
Grass Valley,
California
| $101M | -$2.6M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 3260 |
3260
Chiron Capital Management
Tallahassee,
Florida
| $101M | -$10.9M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 3261 |
3261
Sulzberger Capital Advisors
Miami,
Florida
| $101M | -$1.91M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 3262 |
3262
Transce3nd
Kyle,
Texas
| $100M | +$89M | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 3263 |
3263
Sage Investment Counsel
Franklin,
Tennessee
| $100M | +$338K | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 3264 |
3264
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $100M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 3265 |
3265
CSP Financial Group
Scottsdale,
Arizona
| $99.3M | -$18.1M | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 3266 |
3266
HFG Wealth Management
The Woodlands,
Texas
| $99M | -$430K | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 3267 |
3267
October Effect
Virginia Beach,
Virginia
| $98.3M | -$8.04M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 3268 |
3268
Professional Financial Management
Appleton,
Wisconsin
| $98.2M | -$374K | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 3269 |
3269
August Group Capital
Toronto,
| $98M | +$7.02M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 3270 |
3270
Vima LLC
Troy,
Michigan
| $97.9M | -$4.67M | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 3271 |
3271
Piper Sandler & Co
Minneapolis,
Minnesota
| $97.6M | -$37.2M | -28% | 0.01% | 0.05% | 16 | 12.5% | 0.4 |
|
| 3272 |
3272
Wedgewood Investors
Erie,
Pennsylvania
| $97.6M | +$277K | +0.3% | 3.82% | – | 113 | 8.85% | 7.7 |
|
| 3273 |
HIIL
3273
HS Investments IV Ltd
St Peter Port,
| $97.5M | -$14.7M | -13% | 4.56% | – | 2 | 0% | 0.6 |
|
| 3274 |
ACIM
3274
Ask Capital Investment Managers
Amarillo,
Texas
| $97.1M | – | – | 5.39% | – | 28 | – | 0 |
|
| 3275 |
3275
University of Cambridge Investment Management
Cambridge,
| $96.4M | +$2.5M | +3% | 2.66% | – | 1 | 0% | 0.8 |
|