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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.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
ACIM
5801
Ask Capital Investment Managers
Texas
$97.1M – – 5.39% – 28 – 0
Independent Order of Foresters
5802
Independent Order of Foresters
Ontario, Canada
$97M -$5.69M -6% 1.17% 75.1% 2 0% 6.5
Florin Court Capital
5803
Florin Court Capital
United Kingdom
$97M +$35.7M +58% 9.36% 129% 29 37.93% 1.5
University of Cambridge Investment Management
5804
University of Cambridge Investment Management
$96.4M +$2.5M +3% 2.66% – 1 0% 0.8
Turner Financial Group
5805
Turner Financial Group
Florida
$96.4M -$4.15M -4% 2.38% – 125 30.4% 0.2
DB&C Advisors
5806
DB&C Advisors
Michigan
$96.3M +$3.92M +4% 5.12% – 79 7.59% 0.7
Closed-End Fund Advisors
5807
Closed-End Fund Advisors
Virginia
$96.2M -$6.14M -6% 5.11% – 175 10.86% 0.7
FF
5808
Formulate Financial
Florida
$96.2M +$1.18M +1% 2.81% – 29 20.69% 0.8
IDG China Capital Fund GP III Associates
5809
IDG China Capital Fund GP III Associates
China
$95.7M +$22.3M +30% 31.1% – 2 0% 0.8
Holland Advisory Services
5810
Holland Advisory Services
Florida
$95.6M +$5.07M +6% 0.6% 63% 51 5.88% 3.1
Delphi Management
5811
Delphi Management
Massachusetts
$95.5M -$6.82M -7% 2.03% 107% 85 8.24% 3.8
Meadowbrook Wealth Management
5812
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
York GP
5813
York GP
Cayman Islands
$95.2M -$31.2M -25% 24.2% – 3 0% 1.7
Significant Wealth Partners
5814
Significant Wealth Partners
Illinois
$94.6M +$2.26M +2% 1.1% 21.7% 125 10.4% 1.2
SummitPoint Capital Management
5815
SummitPoint Capital Management
Colorado
$94.5M +$1.75M +2% 0.83% – 40 5% 0.5
WealthSpring Partners
5816
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
Peak XV Partners Operations
5817
Peak XV Partners Operations
Mauritius
$94.4M -$81.9M -46% 46.5% 32.4% 1 0% 0.3
OneAscent Investment Solutions
5818
OneAscent Investment Solutions
Alabama
$94M -$11.6M -11% 0.31% – 158 24.68% 0.9
Measured Risk Portfolios
5819
Measured Risk Portfolios
California
$93.8M -$18.6M -17% 0.02% – 66 7.58% 1.5
Deuterium Capital Management
5820
Deuterium Capital Management
Florida
$93.3M +$937K +1% 10.3% 262% 25 4% 2
RL
5821
RPO LLC
Connecticut
$93.2M +$62.8M +207% 8.84% 87.3% 35 37.14% 0.8
Steel Partners Holdings
5822
Steel Partners Holdings
New York
$93M +$15M +19% 11.6% – 12 25% 0.8
Aozora Bank
5823
Aozora Bank
Japan
$93M -$106M -53% 6.32% 2.32% 1 0% 4
FSR Wealth Management
5824
FSR Wealth Management
Illinois
$92.9M +$5.19M +6% 2.92% – 42 19.05% 0.8
Capitol Family Office
5825
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2