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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, 6,148 funds (~69%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Englebert Financial Advisers
Allentown,
Pennsylvania
| $101M | -$478K | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 5777 |
5777
Katamaran Capital
London,
United Kingdom
| $101M | -$24.5M | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 5778 |
5778
Aspen Private Advisors
Sioux Falls,
South Dakota
| $101M | +$1.21M | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 5779 |
KFP
5779
Kroeger Financial Partners
Grass Valley,
California
| $101M | -$2.6M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 5780 |
5780
Chiron Capital Management
Tallahassee,
Florida
| $101M | -$10.9M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 5781 |
5781
Sulzberger Capital Advisors
Miami,
Florida
| $101M | -$1.91M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 5782 |
JBL
5782
Jackson Brooke LLC
Lansing,
Michigan
| $100M | +$8.09M | +9% | 8.83% | – | 1 | 0% | 0.5 |
|
| 5783 |
5783
Transce3nd
Kyle,
Texas
| $100M | +$89M | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 5784 |
AIP
5784
Alapocas Investment Partners
Beverly,
Massachusetts
| $100M | -$2.22M | -2% | 4.65% | 58.3% | 25 | 4% | 3.4 |
|
| 5785 |
5785
Sage Investment Counsel
Franklin,
Tennessee
| $100M | +$338K | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 5786 |
5786
Villanova Investment Management
Wayne,
Pennsylvania
| $100M | -$5.23M | -5% | 2.15% | – | 62 | 20.97% | 1.6 |
|
| 5787 |
5787
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $100M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 5788 |
5788
Luminist Capital
Grand Rapids,
Michigan
| $100M | +$10.8M | +12% | 1.59% | – | 469 | 30.28% | 0.4 |
|
| 5789 |
5789
CSP Financial Group
Scottsdale,
Arizona
| $99.3M | -$18.1M | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 5790 |
AM
5790
Account Management
Boxford,
Massachusetts
| $99.2M | +$203K | +0.2% | 0.82% | 88.3% | 25 | 12% | 5 |
|
| 5791 |
5791
Lane Brothers & Co
Prescott,
Arizona
| $99.1M | -$53.8M | -35% | 0.81% | – | 95 | 41.05% | 0.7 |
|
| 5792 |
5792
HFG Wealth Management
The Woodlands,
Texas
| $99M | -$430K | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 5793 |
5793
October Effect
Virginia Beach,
Virginia
| $98.3M | -$8.04M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 5794 |
5794
Professional Financial Management
Appleton,
Wisconsin
| $98.2M | -$374K | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 5795 |
5795
August Group Capital
Toronto,
| $98M | +$7.02M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 5796 |
5796
Vima LLC
Troy,
Michigan
| $97.9M | -$4.67M | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 5797 |
5797
Piper Sandler & Co
Minneapolis,
Minnesota
| $97.6M | -$37.2M | -28% | 0.01% | 0.05% | 16 | 12.5% | 0.4 |
|
| 5798 |
5798
Wedgewood Investors
Erie,
Pennsylvania
| $97.6M | +$277K | +0.3% | 3.82% | – | 113 | 8.85% | 7.7 |
|
| 5799 |
HIIL
5799
HS Investments IV Ltd
St Peter Port,
| $97.5M | -$14.7M | -13% | 4.56% | – | 2 | 0% | 0.6 |
|
| 5800 |
5800
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $97.1M | +$5.54M | +6% | 11.3% | 136% | 67 | 10.45% | 1.9 |
|