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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.

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