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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)
August Group Capital
4451
August Group Capital
$98M +$7.02M +8% 3.5% – 107 16.82% 0.6
Vima LLC
4452
Vima LLC
Michigan
$97.9M -$4.67M -5% 1.4% – 381 10.24% 0.6
Piper Sandler & Co
4453
Piper Sandler & Co
Minnesota
$97.6M -$37.2M -28% 0.01% 0.05% 16 12.5% 0.4
Wedgewood Investors
4454
Wedgewood Investors
Pennsylvania
$97.6M +$277K +0.3% 3.82% – 113 8.85% 7.7
HIIL
4455
HS Investments IV Ltd
$97.5M -$14.7M -13% 4.56% – 2 0% 0.6
Atlas Wealth Partners
4456
Atlas Wealth Partners
Pennsylvania
$97.1M +$5.54M +6% 11.3% 136% 67 10.45% 1.9
ACIM
4457
Ask Capital Investment Managers
Texas
$97.1M – – 5.39% – 28 – 0
Independent Order of Foresters
4458
Independent Order of Foresters
Ontario, Canada
$97M -$5.69M -6% 1.17% 75.1% 2 0% 6.5
Florin Court Capital
4459
Florin Court Capital
United Kingdom
$97M +$35.7M +58% 9.36% 129% 29 37.93% 1.5
University of Cambridge Investment Management
4460
University of Cambridge Investment Management
$96.4M +$2.5M +3% 2.66% – 1 0% 0.8
DB&C Advisors
4461
DB&C Advisors
Michigan
$96.3M +$3.92M +4% 5.12% – 79 7.59% 0.7
Closed-End Fund Advisors
4462
Closed-End Fund Advisors
Virginia
$96.2M -$6.14M -6% 5.11% – 175 10.86% 0.7
Holland Advisory Services
4463
Holland Advisory Services
Florida
$95.6M +$5.07M +6% 0.6% 63% 51 5.88% 3.1
Delphi Management
4464
Delphi Management
Massachusetts
$95.5M -$6.82M -7% 2.03% 107% 85 8.24% 3.8
Meadowbrook Wealth Management
4465
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
York GP
4466
York GP
Cayman Islands
$95.2M -$31.2M -25% 24.2% – 3 0% 1.7
WealthSpring Partners
4467
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
Measured Risk Portfolios
4468
Measured Risk Portfolios
California
$93.8M -$18.6M -17% 0.02% – 66 7.58% 1.5
Deuterium Capital Management
4469
Deuterium Capital Management
Florida
$93.3M +$937K +1% 10.3% 262% 25 4% 2
FSR Wealth Management
4470
FSR Wealth Management
Illinois
$92.9M +$5.19M +6% 2.92% – 42 19.05% 0.8
Capitol Family Office
4471
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
MIL
4472
MFG Investments, LLC
New Jersey
$92.8M – – 0.65% – 79 – 0
CPWA  LLC
4473
CPWA LLC
Oregon
$92M +$5.89M +7% 2.8% – 101 13.86% 0.5
HCM
4474
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
S2L
4475
Sparta 24 Ltd
Israel
$90.5M -$18.5M -17% 1.33% 86% 31 58.06% 0.3