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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, 7,143 funds (~80%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
KFP
6676
Kroeger Financial Partners
Grass Valley,
California
| $101M | -$2.6M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 6677 |
6677
Chiron Capital Management
Tallahassee,
Florida
| $101M | -$10.9M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 6678 |
6678
Sulzberger Capital Advisors
Miami,
Florida
| $101M | -$1.91M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 6679 |
JBL
6679
Jackson Brooke LLC
Lansing,
Michigan
| $100M | +$8.09M | +9% | 8.83% | – | 1 | 0% | 0.5 |
|
| 6680 |
6680
Transce3nd
Kyle,
Texas
| $100M | +$89M | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 6681 |
AIP
6681
Alapocas Investment Partners
Beverly,
Massachusetts
| $100M | -$2.22M | -2% | 4.65% | 58.3% | 25 | 4% | 3.4 |
|
| 6682 |
6682
Sage Investment Counsel
Franklin,
Tennessee
| $100M | +$338K | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 6683 |
6683
Villanova Investment Management
Wayne,
Pennsylvania
| $100M | -$5.23M | -5% | 2.15% | – | 62 | 20.97% | 1.6 |
|
| 6684 |
6684
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $100M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 6685 |
6685
Oxbow Capital Management (HK)
Hong Kong
| $100M | -$255M | -72% | 5.5% | 2,092% | 4 | 50% | 0.4 |
|
| 6686 |
6686
Luminist Capital
Grand Rapids,
Michigan
| $100M | +$10.8M | +12% | 1.59% | – | 469 | 30.28% | 0.4 |
|
| 6687 |
6687
CSP Financial Group
Scottsdale,
Arizona
| $99.3M | -$18.1M | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 6688 |
AM
6688
Account Management
Boxford,
Massachusetts
| $99.2M | +$203K | +0.2% | 0.82% | 88.3% | 25 | 12% | 5 |
|
| 6689 |
6689
Lane Brothers & Co
Prescott,
Arizona
| $99.1M | -$53.8M | -35% | 0.81% | – | 95 | 41.05% | 0.7 |
|
| 6690 |
6690
HFG Wealth Management
The Woodlands,
Texas
| $99M | -$430K | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 6691 |
6691
Axa
Paris,
France
| $98.9M | +$7.04M | +8% | 4.86% | 118% | 53 | 20.75% | 6.2 |
|
| 6692 |
ICM
6692
Incision Capital Management
San Francisco,
California
| $98.9M | -$4.31M | -4% | 9.64% | – | 7 | 42.86% | 0.4 |
|
| 6693 |
6693
Inkwell Capital
Miami,
Florida
| $98.8M | +$2.62M | +3% | 1.43% | – | 31 | 0% | 1.6 |
|
| 6694 |
6694
October Effect
Virginia Beach,
Virginia
| $98.3M | -$8.04M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 6695 |
PCR
6695
Potrero Capital Research
San Francisco,
California
| $98.3M | -$81.6M | -45% | 3.97% | 237% | 60 | 65% | 0.5 |
|
| 6696 |
6696
Professional Financial Management
Appleton,
Wisconsin
| $98.2M | -$374K | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 6697 |
6697
August Group Capital
Toronto,
| $98M | +$7.02M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 6698 |
6698
Vima LLC
Troy,
Michigan
| $97.9M | -$4.67M | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 6699 |
6699
SaddleRock Capital Management
New York
| $97.8M | -$5.86M | -6% | 1.59% | – | 17 | 11.76% | 0.6 |
|
| 6700 |
6700
Piper Sandler & Co
Minneapolis,
Minnesota
| $97.6M | -$37.2M | -28% | 0.01% | 0.05% | 16 | 12.5% | 0.4 |
|