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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.

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