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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, 1,651 funds (~19%) 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)
QFMHK
1576
Q Fund Management (Hong Kong)
$104M -$5.52M -5% 9.72% – 42 47.62% 0.4
SF
1577
Succession Financial
Texas
$104M -$1.23M -1% 2.69% – 55 21.82% 0.2
UPWML
1578
UMB Private Wealth Management, LLC
Missouri
$103M – – 1.91% – 1,409 – 0
SFG
1579
Strategic Financial Group
Michigan
$103M -$1.12M -1% 2.08% – 20 5% 0.5
WCCM
1580
Willow Creek Capital Management
Montana
$103M -$233K -0.2% 0.55% – 101 1.98% 0.2
PC
1581
Parrish Capital
Georgia
$103M -$1.09M -1% 2.12% – 88 5.68% 0.7
PBK
1582
Peoples Bank (Kansas)
Kansas
$103M -$339K -0.3% 3.28% 74.5% 101 6.93% 2.6
IWMO
1583
Integrated Wealth Management (Ohio)
Ohio
$102M +$6.9M +7% 1.93% – 104 17.31% 0.5
KFP
1584
Kroeger Financial Partners
California
$101M -$2.6M -3% 1.07% – 143 11.19% 0.2
CCM
1585
Chiron Capital Management
Florida
$101M -$10.9M -10% 4.32% – 144 18.75% 2.2
UCIG
1586
Ulrich Consultants & Investment Group
New Mexico
$100M – – 1.07% – 47 – 1.6
HWM
1587
HFG Wealth Management
Texas
$99M -$430K -0.4% 3.16% 45.9% 42 2.38% 2.3
AGC
1588
August Group Capital
$98M +$7.02M +8% 3.5% – 107 16.82% 0.6
ACIML
1589
ASK CAPITAL INVESTMENT MANAGERS, LLC
Texas
$97.1M – – 5.39% – 28 – 0
UOCIM
1590
University of Cambridge Investment Management
$96.4M +$2.5M +3% 2.66% – 1 0% 0.8
MWM
1591
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
WP
1592
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
CFO
1593
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
HCM
1594
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
WP
1595
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
AIS
1596
Altium Investment Strategies
Florida
$87.4M +$18M +26% 3.06% – 26 26.92% 0.3
CIM
1597
Courant Investment Management
Tennessee
$87.2M -$15.8M -15% 0.14% 35.2% 7 0% 4.6
FWWM
1598
Fiscal Wisdom Wealth Management
Connecticut
$84.1M -$33.8M -29% 1.66% – 118 23.73% 0.7
PS
1599
Pensionfund Sabic
Netherlands
$82.9M -$10.6M -11% 6.97% 63.6% 76 3.95% 7.9
WPA
1600
WIT Partners Advisory
Singapore
$82.3M -$131M -61% 2.64% 22.7% 16 62.5% 1.2