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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, 5,393 funds (~60%) 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)
IWMO
5076
Integrated Wealth Management (Ohio)
Ohio
$102M +$6.9M +7% 1.93% – 104 17.31% 0.5
Financial Network Wealth Advisors
5077
Financial Network Wealth Advisors
Utah
$101M +$2.73M +3% 1.88% 57.7% 973 18.5% 1.4
Englebert Financial Advisers
5078
Englebert Financial Advisers
Pennsylvania
$101M -$478K -0.5% 0.58% – 80 41.25% 0.5
Katamaran Capital
5079
Katamaran Capital
United Kingdom
$101M -$24.5M -19% 0.1% – 49 57.14% 0.6
Aspen Private Advisors
5080
Aspen Private Advisors
South Dakota
$101M +$1.21M +1% 0.33% – 17 58.82% 0.1
KFP
5081
Kroeger Financial Partners
California
$101M -$2.6M -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
5082
Chiron Capital Management
Florida
$101M -$10.9M -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
5083
Sulzberger Capital Advisors
Florida
$101M -$1.91M -2% 2.6% – 59 15.25% 1.3
Transce3nd
5084
Transce3nd
Texas
$100M +$89M +785% 1.64% – 533 69.61% 0.5
AIP
5085
Alapocas Investment Partners
Massachusetts
$100M -$2.22M -2% 4.65% 58.3% 25 4% 3.4
Sage Investment Counsel
5086
Sage Investment Counsel
Tennessee
$100M +$338K +0.3% 0.9% – 138 18.12% 1.4
Villanova Investment Management
5087
Villanova Investment Management
Pennsylvania
$100M -$5.23M -5% 2.15% – 62 20.97% 1.6
Ulrich Consultants & Investment Group
5088
Ulrich Consultants & Investment Group
New Mexico
$100M – – 1.07% – 47 – 1.6
Luminist Capital
5089
Luminist Capital
Michigan
$100M +$10.8M +12% 1.59% – 469 30.28% 0.4
CSP Financial Group
5090
CSP Financial Group
Arizona
$99.3M -$18.1M -15% 0.36% – 25 12% 0.4
AM
5091
Account Management
Massachusetts
$99.2M +$203K +0.2% 0.82% 88.3% 25 12% 5
Lane Brothers & Co
5092
Lane Brothers & Co
Arizona
$99.1M -$53.8M -35% 0.81% – 95 41.05% 0.7
HFG Wealth Management
5093
HFG Wealth Management
Texas
$99M -$430K -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
5094
October Effect
Virginia
$98.3M -$8.04M -8% 4% – 68 14.71% 0.9
Professional Financial Management
5095
Professional Financial Management
Wisconsin
$98.2M -$374K -0.4% 3.75% – 28 35.71% 0.5
August Group Capital
5096
August Group Capital
$98M +$7.02M +8% 3.5% – 107 16.82% 0.6
Vima LLC
5097
Vima LLC
Michigan
$97.9M -$4.67M -5% 1.4% – 381 10.24% 0.6
Piper Sandler & Co
5098
Piper Sandler & Co
Minnesota
$97.6M -$37.2M -28% 0.01% 0.05% 16 12.5% 0.4
Wedgewood Investors
5099
Wedgewood Investors
Pennsylvania
$97.6M +$277K +0.3% 3.82% – 113 8.85% 7.7
HIIL
5100
HS Investments IV Ltd
$97.5M -$14.7M -13% 4.56% – 2 0% 0.6