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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, 4,657 funds (~52%) 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)
KFP
4401
Kroeger Financial Partners
California
$101M -$2.6M -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
4402
Chiron Capital Management
Florida
$101M -$10.9M -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
4403
Sulzberger Capital Advisors
Florida
$101M -$1.91M -2% 2.6% – 59 15.25% 1.3
Transce3nd
4404
Transce3nd
Texas
$100M +$89M +785% 1.64% – 533 69.61% 0.5
AIP
4405
Alapocas Investment Partners
Massachusetts
$100M -$2.22M -2% 4.65% 58.3% 25 4% 3.4
Sage Investment Counsel
4406
Sage Investment Counsel
Tennessee
$100M +$338K +0.3% 0.9% – 138 18.12% 1.4
Villanova Investment Management
4407
Villanova Investment Management
Pennsylvania
$100M -$5.23M -5% 2.15% – 62 20.97% 1.6
Ulrich Consultants & Investment Group
4408
Ulrich Consultants & Investment Group
New Mexico
$100M – – 1.07% – 47 – 1.6
CSP Financial Group
4409
CSP Financial Group
Arizona
$99.3M -$18.1M -15% 0.36% – 25 12% 0.4
AM
4410
Account Management
Massachusetts
$99.2M +$203K +0.2% 0.82% 88.3% 25 12% 4.8
Lane Brothers & Co
4411
Lane Brothers & Co
Arizona
$99.1M -$53.8M -35% 0.81% – 95 41.05% 0.7
HFG Wealth Management
4412
HFG Wealth Management
Texas
$99M -$430K -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
4413
October Effect
Virginia
$98.3M -$8.04M -8% 4% – 68 14.71% 0.9
Professional Financial Management
4414
Professional Financial Management
Wisconsin
$98.2M -$374K -0.4% 3.75% – 28 35.71% 0.5
August Group Capital
4415
August Group Capital
$98M +$7.02M +8% 3.5% – 107 16.82% 0.6
Vima LLC
4416
Vima LLC
Michigan
$97.9M -$4.67M -5% 1.4% – 381 10.24% 0.6
Piper Sandler & Co
4417
Piper Sandler & Co
Minnesota
$97.6M -$37.2M -28% 0.01% 0.05% 16 12.5% 0.4
Wedgewood Investors
4418
Wedgewood Investors
Pennsylvania
$97.6M +$277K +0.3% 3.82% – 113 8.85% 7.7
HIIL
4419
HS Investments IV Ltd
$97.5M -$14.7M -13% 4.56% – 2 0% 0.6
Atlas Wealth Partners
4420
Atlas Wealth Partners
Pennsylvania
$97.1M +$5.54M +6% 11.3% 136% 67 10.45% 1.9
ACIM
4421
Ask Capital Investment Managers
Texas
$97.1M – – 5.39% – 28 – 0
Independent Order of Foresters
4422
Independent Order of Foresters
Ontario, Canada
$97M -$5.69M -6% 1.17% 75.1% 2 0% 6.5
Florin Court Capital
4423
Florin Court Capital
United Kingdom
$97M +$35.7M +58% 9.36% 129% 29 37.93% 1.5
University of Cambridge Investment Management
4424
University of Cambridge Investment Management
$96.4M +$2.5M +3% 2.66% – 1 0% 0.8
DB&C Advisors
4425
DB&C Advisors
Michigan
$96.3M +$3.92M +4% 5.12% – 79 7.59% 0.7