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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.
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $97.1M | +$5.54M | +6% | 11.3% | 136% | 67 | 10.45% | 1.9 |
|
| 5102 |
ACIM
5102
Ask Capital Investment Managers
Amarillo,
Texas
| $97.1M | – | – | 5.39% | – | 28 | – | 0 |
|
| 5103 |
5103
Independent Order of Foresters
Toronto,
Ontario, Canada
| $97M | -$5.69M | -6% | 1.17% | 75.1% | 2 | 0% | 6.5 |
|
| 5104 |
5104
Florin Court Capital
London,
United Kingdom
| $97M | +$35.7M | +58% | 9.36% | 129% | 29 | 37.93% | 1.5 |
|
| 5105 |
5105
University of Cambridge Investment Management
Cambridge,
| $96.4M | +$2.5M | +3% | 2.66% | – | 1 | 0% | 0.8 |
|
| 5106 |
5106
Turner Financial Group
Pace,
Florida
| $96.4M | -$4.15M | -4% | 2.38% | – | 125 | 30.4% | 0.2 |
|
| 5107 |
5107
DB&C Advisors
Holland,
Michigan
| $96.3M | +$3.92M | +4% | 5.12% | – | 79 | 7.59% | 0.7 |
|
| 5108 |
5108
Closed-End Fund Advisors
Richmond,
Virginia
| $96.2M | -$6.14M | -6% | 5.11% | – | 175 | 10.86% | 0.7 |
|
| 5109 |
FF
5109
Formulate Financial
Boca Raton,
Florida
| $96.2M | +$1.18M | +1% | 2.81% | – | 29 | 20.69% | 0.8 |
|
| 5110 |
5110
IDG China Capital Fund GP III Associates
Central Hong Kong,
China
| $95.7M | +$22.3M | +30% | 31.1% | – | 2 | 0% | 0.8 |
|
| 5111 |
5111
Holland Advisory Services
Ormond Beach,
Florida
| $95.6M | +$5.07M | +6% | 0.6% | 63% | 51 | 5.88% | 3.1 |
|
| 5112 |
5112
Delphi Management
Brookline,
Massachusetts
| $95.5M | -$6.82M | -7% | 2.03% | 107% | 85 | 8.24% | 3.8 |
|
| 5113 |
5113
Meadowbrook Wealth Management
Garden City,
New York
| $95.4M | +$2.57M | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 5114 |
5114
York GP
Grand Cayman,
Cayman Islands
| $95.2M | -$31.2M | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 5115 |
5115
WealthSpring Partners
Long Beach,
California
| $94.4M | -$21.9M | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 5116 |
5116
OneAscent Investment Solutions
Birmingham,
Alabama
| $94M | -$11.6M | -11% | 0.31% | – | 158 | 24.68% | 0.9 |
|
| 5117 |
5117
Measured Risk Portfolios
San Diego,
California
| $93.8M | -$18.6M | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 5118 |
5118
Deuterium Capital Management
Clearwater,
Florida
| $93.3M | +$937K | +1% | 10.3% | 262% | 25 | 4% | 2 |
|
| 5119 |
5119
Steel Partners Holdings
New York
| $93M | +$15M | +19% | 11.6% | – | 12 | 25% | 0.8 |
|
| 5120 |
5120
FSR Wealth Management
Elmhurst,
Illinois
| $92.9M | +$5.19M | +6% | 2.92% | – | 42 | 19.05% | 0.8 |
|
| 5121 |
5121
Capitol Family Office
Beaverton,
Oregon
| $92.9M | -$1.79M | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|
| 5122 |
MIL
5122
MFG Investments, LLC
Medford,
New Jersey
| $92.8M | – | – | 0.65% | – | 79 | – | 0 |
|
| 5123 |
5123
Demming Financial Services
Aurora,
Ohio
| $92.1M | -$65.2M | -41% | 0.02% | – | 43 | 11.63% | 0.6 |
|
| 5124 |
5124
CPWA LLC
Hood River,
Oregon
| $92M | +$5.89M | +7% | 2.8% | – | 101 | 13.86% | 0.5 |
|
| 5125 |
HCM
5125
Helios Capital Management
Singapore
| $91.9M | -$10.5M | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|