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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, 4,696 funds (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Parrish Capital
Kennesaw,
Georgia
| $103M | -$1.09M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 4427 |
PBK
4427
Peoples Bank (Kansas)
Pratt,
Kansas
| $103M | -$339K | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 4428 |
RCDBASW
4428
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $103M | – | – | 2.29% | – | 75 | – | 0 |
|
| 4429 |
4429
Langley Wealth Management
Corinth,
Mississippi
| $102M | -$209K | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 4430 |
4430
Guilbault Capital
Metairie,
Louisiana
| $102M | +$2.44M | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 4431 |
4431
Schuylkill Financial
Wyomissing,
Pennsylvania
| $102M | -$6.23M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 4432 |
IWMO
4432
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $102M | +$6.9M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 4433 |
4433
Financial Network Wealth Advisors
Murray,
Utah
| $101M | +$2.73M | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 4434 |
4434
Englebert Financial Advisers
Allentown,
Pennsylvania
| $101M | -$478K | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 4435 |
4435
Katamaran Capital
London,
United Kingdom
| $101M | -$24.5M | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 4436 |
4436
Aspen Private Advisors
Sioux Falls,
South Dakota
| $101M | +$1.21M | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 4437 |
KFP
4437
Kroeger Financial Partners
Grass Valley,
California
| $101M | -$2.6M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 4438 |
4438
Chiron Capital Management
Tallahassee,
Florida
| $101M | -$10.9M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 4439 |
4439
Sulzberger Capital Advisors
Miami,
Florida
| $101M | -$1.91M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 4440 |
4440
Transce3nd
Kyle,
Texas
| $100M | +$89M | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 4441 |
AIP
4441
Alapocas Investment Partners
Beverly,
Massachusetts
| $100M | -$2.22M | -2% | 4.65% | 58.3% | 25 | 4% | 3.4 |
|
| 4442 |
4442
Sage Investment Counsel
Franklin,
Tennessee
| $100M | +$338K | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 4443 |
4443
Villanova Investment Management
Wayne,
Pennsylvania
| $100M | -$5.23M | -5% | 2.15% | – | 62 | 20.97% | 1.6 |
|
| 4444 |
4444
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $100M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 4445 |
4445
CSP Financial Group
Scottsdale,
Arizona
| $99.3M | -$18.1M | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 4446 |
AM
4446
Account Management
Boxford,
Massachusetts
| $99.2M | +$203K | +0.2% | 0.82% | 88.3% | 25 | 12% | 5 |
|
| 4447 |
4447
Lane Brothers & Co
Prescott,
Arizona
| $99.1M | -$53.8M | -35% | 0.81% | – | 95 | 41.05% | 0.7 |
|
| 4448 |
4448
HFG Wealth Management
The Woodlands,
Texas
| $99M | -$430K | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 4449 |
4449
October Effect
Virginia Beach,
Virginia
| $98.3M | -$8.04M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 4450 |
4450
Professional Financial Management
Appleton,
Wisconsin
| $98.2M | -$374K | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|